Hybrid Wealth Advisor: Client-Focused Financial Planner

LE0123 Focus Partners Wealth LLC; Concord (NH); Hybrid; USD 75,000 - 120,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. You will collaborate with Wealth Advisors to deliver personalized wealth advice by engaging in retirement, risk management, tax, estate, and investment planning for clients.

The role supports a hybrid work model with 3 days in office per week and up to 2 remote days per week, enabling flexibility while maintaining client service excellence.

Qualifications

• Bachelor's degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years financial services experience.
• Clean U4.
• This position is exempt.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Knowledge of tax, estate, and insurance planning.
• Develop mastery of Focus Partners Wealth’s investment philosophy.
• Create holistic investment strategy for each client and monitor risk tolerance.

Skills

Financial services experience

Interpersonal skills

Analytical skills

Attention to detail

U4 clean

Team oriented

Series 65

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. You will collaborate with Wealth Advisors to deliver personalized wealth advice by engaging in retirement, risk management, tax, estate, and investment planning for clients.

The role supports a hybrid work model with 3 days in office per week and up to 2 remote days per week, enabling flexibility while maintaining client service excellence.