Hybrid Wealth Planner Associate

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

Focus Partners Wealth in West Hartford, CT is seeking an Associate Wealth Advisor to join our planning‑centric team and partner with Wealth Advisors to refine client relationships and implement retirement, tax, estate, and investment planning strategies.

The role offers a hybrid work model (3 days in office per week with up to 2 remote days) and a base pay range of $75,000–$85,000 plus bonus and benefits; some travel may be required for client meetings.

Qualifications

• Bachelor’s Degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial service experience.
• Tax preparation experience preferred.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Create and deliver tax, estate, and insurance planning.
• Identify advanced planning opportunities and develop internal best practices.
• Develop mastery of FPW’s investment philosophy.
• Create holistic investment strategy for each client and monitor risk tolerance.

Skills

Interpersonal skills

Team oriented

Analytical skills

Attention to detail

Education

Bachelor’s Degree

Tools

CRM system

Custodian websites

Financial planning software

Job description

Focus Partners Wealth in West Hartford, CT is seeking an Associate Wealth Advisor to join our planning‑centric team and partner with Wealth Advisors to refine client relationships and implement retirement, tax, estate, and investment planning strategies.

The role offers a hybrid work model (3 days in office per week with up to 2 remote days) and a base pay range of $75,000–$85,000 plus bonus and benefits; some travel may be required for client meetings.