Hybrid Associate Wealth Advisor - Planning & Growth

Focus Financial Partners; Needham (MA); Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Dental and vision insurance

401(k) plan

Annual bonus

Job summary

Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. The role partners with Wealth Advisors to maintain and enhance client relationships through the comprehensive financial planning process, covering retirement, risk, tax, estate, and investment planning.

The position supports developing and implementing strategies; a hybrid schedule is available with 3 days in office per week and 2 days remote, depending on team needs. Travel may be required.

Qualifications

• Bachelor’s Degree required.
• Series 65 or equivalent required.
• 4+ years of financial service experience.
• CFP or equivalent (ChFC or CPA + PFS) preferred.
• Proven experience in financial analysis, modeling, and strategic planning.
• Strong understanding of investment strategies, risk management, tax planning, and estate planning.
• Excellent analytical skills and attention to detail.
• Strong interpersonal skills with the ability to explain complex financial concepts to clients.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Create and deliver tax, estate, and insurance planning for clients.
• Identify advanced planning opportunities and develop internal best practices.
• Mastery of Focus Partner’s investment philosophy and approaches.
• Create holistic investment strategy for each client and monitor risk tolerance.
• Collaborate with Portfolio Management to approve and execute portfolios and tax strategies.
• Utilize CRM and custodial platforms for client communications and data.
• Lead client communications and interactions; manage day-to-day client needs.
• Support advisory team business planning and strategic priorities.
• Contribute to business development within a team environment.

Skills

Financial analysis

Client communication

Investment planning

Tax planning

Estate planning

CRM tools

Team collaboration

Analytical skills

Relationship management

Education

Bachelor's Degree

CFP or equivalent (ChFC or CPA + PFS) preferred

Series 65 or equivalent

Tools

CRM tools

Planning software

Job description

Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. The role partners with Wealth Advisors to maintain and enhance client relationships through the comprehensive financial planning process, covering retirement, risk, tax, estate, and investment planning.

The position supports developing and implementing strategies; a hybrid schedule is available with 3 days in office per week and 2 days remote, depending on team needs. Travel may be required.