Hybrid Wealth Advisor: Planning‑Focused Growth

Focus Partners Wealth; Wyomissing (Berks County); Hybrid; USD 82,000 - 95,000; Full time

Job summary

Focus Partners Wealth in Wyomissing, PA is seeking an Associate Wealth Advisor to join our planning-centric team and work with Wealth Advisors to maintain and build client relationships through active participation in the financial planning process.

Responsibilities include developing retirement, risk, tax, estate, and investment plans; collaborating with the Portfolio Management team; and presenting holistic strategies.

Qualifications

• Bachelor’s degree required or equivalent experience.
• Series 65 or equivalent; CFP or equivalent preferred.
• Strong financial analysis and planning experience.

Responsibilities

• Develop, revise, and present financial plans for clients.
• Create and deliver tax, estate, and insurance planning.
• Identify opportunities and develop best practices.
• Collaborate with Wealth Advisors to manage client relationships.
• Lead client communications and ensure high service levels.
• Support business planning and client onboarding processes.
• Travel to meet clients as needed.

Skills

Financial analysis

Client communications

Interpersonal skills

Analytical skills

Team collaboration

Attention to detail

Education

Bachelor’s Degree

CFP

ChFC

CPA

PFS

Series 65

Tools

CRM software

Financial modeling tools

Portfolio management tools

Trading platforms

Job description

Focus Partners Wealth in Wyomissing, PA is seeking an Associate Wealth Advisor to join our planning-centric team and work with Wealth Advisors to maintain and build client relationships through active participation in the financial planning process.

Responsibilities include developing retirement, risk, tax, estate, and investment plans; collaborating with the Portfolio Management team; and presenting holistic strategies.