Hybrid Wealth Advisor — Plan & Grow Client Futures

Focus Partners; Bellevue (WA); Hybrid; USD 96,000 - 110,000; Full time

Job summary

Focus Partners seeks an Associate Wealth Advisor to join a planning centric team delivering personalized wealth advice based on clients’ goals and aspirations. You will partner with Wealth Advisors to maintain client relationships through active participation in the financial planning process.

The role includes creating and implementing strategies in retirement, risk management, tax, estate, and investment planning, with a hybrid schedule and some travel to meet clients as needed.

Qualifications

• Bachelor’s degree required.
• CFP or equivalent (ChFC or CPA + PFS) preferred.
• Series 65 or equivalent.
• 4+ years of financial service experience in wealth management or financial planning.
• CPA strongly preferred, with demonstrated experience in tax planning.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Identify advanced planning opportunities and develop internal best practices.
• Lead development of financial planning recommendations to clients.
• Meet with clients in person; travel may be required.
• Maintain high level of client service and compliance.

Skills

Financial analysis

Modeling

Strategic planning

Analytical skills

Interpersonal skills

Team-oriented

CRM tools

Education

Bachelor’s Degree

CFP or equivalent

Tools

CRM software

Financial planning software

Job description

Focus Partners seeks an Associate Wealth Advisor to join a planning centric team delivering personalized wealth advice based on clients’ goals and aspirations. You will partner with Wealth Advisors to maintain client relationships through active participation in the financial planning process.

The role includes creating and implementing strategies in retirement, risk management, tax, estate, and investment planning, with a hybrid schedule and some travel to meet clients as needed.