Hybrid Wealth Advisor Associate – Planning‑Led Growth

LE0123 Focus Partners Wealth LLC; United States; Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. You will work with Wealth Advisors to enhance client relationships and participate in retirement, risk management, tax, estate, and investment planning.

The role supports a hybrid schedule with 3 days in office per week and up to 2 remote days, or as assigned by team leader. 2+ years in financial services and Series 65 preferred.

Qualifications

• Bachelor’s Degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial services experience.
• Strong interpersonal and analytical skills.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Partner with Portfolio Management to approve and execute portfolios.
• Maintain client relationships and ensure high-quality service.
• Manage client billing reviews and ensure compliance for the advisory team.
• Lead client communications and collaborate with team.

Skills

Interpersonal skills

Analytical skills

Attention to detail

Team orientation

Education

Bachelor’s Degree

Tools

CRM system

Custodian websites

Job description

Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. You will work with Wealth Advisors to enhance client relationships and participate in retirement, risk management, tax, estate, and investment planning.

The role supports a hybrid schedule with 3 days in office per week and up to 2 remote days, or as assigned by team leader. 2+ years in financial services and Series 65 preferred.