Hybrid Wealth Planner Associate

LE0123 Focus Partners Wealth LLC; Deerfield (IL); Hybrid; USD 70,000 - 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. The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.

The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.

Qualifications

• Bachelor’s Degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial services experience.
• Strong interpersonal and teamwork skills.
• Knowledge of financial planning concepts and products.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Knowledge of tax, estate, and insurance planning.
• Develop investment strategies aligned with client goals and risk tolerance.
• Collaborate with Portfolio Management to execute portfolios and tax strategies.
• Maintain and document client communications in CRM and other systems.
• Support advisory team business planning and client service initiatives.

Skills

Interpersonal skills

Analytical skills

Financial planning concepts

Team-oriented

Education

Bachelor’s Degree

Series 65 or equivalent

Tools

CRM system

Custodian websites

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.

The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.