Hybrid Wealth Advisor: Planning-Focused Client Partner

LE0123 Focus Partners Wealth LLC; West Hartford (CT); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Annual cash bonus

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth seeks an Associate Wealth Advisor to support a planning-centric team delivering personalized wealth advice. You will partner with Wealth Advisors in retirement, tax, estate, and investment planning, and contribute to client relationships with proactive communications.

This role supports a hybrid work model with in-office and remote days, and requires the ability to meet clients in person as needed.

Qualifications

• Bachelor’s degree or higher required.
• Series 65 or equivalent within 120 days.
• 2+ years of financial services experience.
• Strong interpersonal skills and team orientation.
• Knowledge of financial planning concepts.
• Excellent analytical skills and attention to detail.
• Clean U4 on file.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Advise on tax, estate, and insurance planning.
• Create holistic investment strategies aligned to client goals.
• Monitor risk tolerance and adjust portfolios with PM team.
• Collaborate with advisors and support client communications.
• Document client interactions in CRM and ensure billing accuracy.
• Support firm strategic priorities and advisory business planning.
• Meet with clients in person; some travel may occur.

Skills

Strong interpersonal skills

Knowledge of financial industry

Excellent analytical skills

Team-oriented approach

Clear communication

Education

Bachelor’s Degree

Series 65 or equivalent within 120 days

Tools

CRM system

Custodian websites

Job description

Focus Partners Wealth seeks an Associate Wealth Advisor to support a planning-centric team delivering personalized wealth advice. You will partner with Wealth Advisors in retirement, tax, estate, and investment planning, and contribute to client relationships with proactive communications.

This role supports a hybrid work model with in-office and remote days, and requires the ability to meet clients in person as needed.