Hybrid Wealth Advisor Associate (Remote Options)

Focus Partners Wealth; Southlake (TX); 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 Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in Southlake, TX. You will support Wealth Advisors by preparing financial plans and participating in retirement, tax, estate, and investment planning for diverse clients.

The role requires a bachelor’s degree, Series 65 within 120 days, 2+ years in financial services, strong communication skills, and a collaborative, client‑focused approach. Hybrid schedule available with in-office and remote work.

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial service experience.
• Knowledge of financial industry, products, and planning concepts.
• Clean U4 on record.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Collaborate with Wealth Advisors to maintain client relationships.
• Support retirement, tax, estate, and investment planning.
• Monitor risk tolerance and trading fundamentals with Portfolio Management.
• Record client communications in CRM and ensure high level of service.
• Assist in client billing reviews and compliance for advisory team.
• Meet with clients in person as needed; some travel may be required.

Skills

Interpersonal skills

Team-oriented

Analytical skills

Attention to detail

Client communication

Education

Bachelor's degree

Tools

CRM system

Custodian websites

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in Southlake, TX. You will support Wealth Advisors by preparing financial plans and participating in retirement, tax, estate, and investment planning for diverse clients.

The role requires a bachelor’s degree, Series 65 within 120 days, 2+ years in financial services, strong communication skills, and a collaborative, client‑focused approach. Hybrid schedule available with in-office and remote work.