Hybrid Wealth Planner Associate

Focus Partners Wealth; Deerfield (IL); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Annual bonus

Benefits package (medical, dental, and

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor in Deerfield, IL to join a planning-centric team focused on delivering personalized wealth advice. You will work with Wealth Advisors to enhance client relationships and actively participate in the financial planning process, covering retirement, risk, tax, estate, and investments.

Responsibilities include developing and presenting financial plans, collaborating with the Portfolio Management team, and ensuring top-tier client service.

Qualifications

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

Responsibilities

• Develop, revise, and present financial plans.
• Participate in retirement, risk, tax, estate, and investment planning.

Skills

Interpersonal skills

Team-oriented

Analytical skills

Attention to detail

Financial industry knowledge

Education

Bachelor's Degree

Tools

CRM system

Custodian portals

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor in Deerfield, IL to join a planning-centric team focused on delivering personalized wealth advice. You will work with Wealth Advisors to enhance client relationships and actively participate in the financial planning process, covering retirement, risk, tax, estate, and investments.

Responsibilities include developing and presenting financial plans, collaborating with the Portfolio Management team, and ensuring top-tier client service.