Hybrid Wealth Advisor Associate – Planning-Focused

Focus Partners; Plano (TX); Hybrid; USD 75.000 - 85.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision

401(k)

Annual bonus

Zusammenfassung

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in a hybrid role. You will work with Wealth Advisors to deliver personalized wealth advice, participate in financial planning, and support retirement, tax, estate, and investment planning processes.

The position requires a Bachelor’s Degree and Series 65 within 120 days, with 2+ years in financial services. Travel may be required and a comprehensive benefits package is provided.

Qualifikationen

• Bachelor’s Degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial service experience.
• Clean U4.
• Knowledge of tax, estate, and insurance planning.

Aufgaben

• Develop, revise, and present financial plans through planning software.
• Collaborate with Wealth Advisors to maintain client relationships.
• Create and implement retirement, risk, tax, estate, and investment strategies.
• Partner with Portfolio Management on portfolios and tax loss harvesting.
• Ensure thorough documentation in the CRM and client files.

Kenntnisse

Interpersonal skills

Team-oriented

Analytical skills

Attention to detail

Financial industry knowledge

Ausbildung

Bachelor’s Degree

Series 65 within 120 days

Tools

CRM system

Custodian websites

Jobbeschreibung

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in a hybrid role. You will work with Wealth Advisors to deliver personalized wealth advice, participate in financial planning, and support retirement, tax, estate, and investment planning processes.

The position requires a Bachelor’s Degree and Series 65 within 120 days, with 2+ years in financial services. Travel may be required and a comprehensive benefits package is provided.