Hybrid Wealth Planner: Associate

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

Benefits offered by this job

Hybrid work schedule

Annual cash bonus

Job summary

Focus Partners seeks an Associate Wealth Advisor to join our planning-centric team. You will work with Wealth Advisors to deliver personalized wealth advice, focusing on retirement planning, risk management, tax, estate, and investment strategies.

A hybrid schedule is offered with 3 days in office per week and 2 remote days. The role requires 4+ years in wealth management, Series 65, and a bachelor’s degree; CFP or CPA credentials are highly preferred.

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent designation.
• 4+ years of financial service experience in wealth management or financial planning.
• CFP or equivalent preferred.
• CPA strongly preferred with tax planning experience.
• Experience with High Net Worth clients and complex planning.
• Strong analytical and communication skills.
• Proficient with financial software and CRM tools.
• U4 clean.

Responsibilities

• Develop, revise, and present financial plans.
• Identify planning opportunities in tax, estate, and insurance.
• Collaborate with Wealth Advisors to manage client relationships.
• Implement investment strategies aligned with client goals.
• Monitor risk tolerance and adjust strategies as needed.
• Lead client communications and ensure high service levels.
• Assist with client billing and compliance.
• Support firm strategic priorities and business planning.

Skills

Wealth management

Financial planning

Tax planning

Estate planning

Analytical skills

Interpersonal skills

Team oriented

CRM tools

Financial software

U4 clean

Education

Bachelor's Degree

CFP or equivalent

CPA preferred (ChFC or CPA + PFS)

Series 65 or equivalent

Tools

CRM systems

Financial modeling tools

Job description

Focus Partners seeks an Associate Wealth Advisor to join our planning-centric team. You will work with Wealth Advisors to deliver personalized wealth advice, focusing on retirement planning, risk management, tax, estate, and investment strategies.

A hybrid schedule is offered with 3 days in office per week and 2 remote days. The role requires 4+ years in wealth management, Series 65, and a bachelor’s degree; CFP or CPA credentials are highly preferred.