Hybrid Wealth Planning Associate

LE0123 Focus Partners Wealth LLC; Colorado; Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Hybrid schedule

Bonus opportunity

Comprehensive benefits

Job summary

Focus Partners seeks an Associate Wealth Advisor to join a planning centric team delivering personalized wealth advice. You’ll partner with Wealth Advisors to maintain client relationships and participate in retirement, tax, estate, and investment planning; travel may be required.

The role offers a hybrid schedule (3 days in office, up to 2 remote) with base pay $85,000-$100,000 plus bonus and benefits. 2+ years in financial services is expected, along with Series 65 within 120 days.

Qualifications

• Bachelor’s degree required; Series 65 within 120 days of employment.
• 2+ years of financial service experience and strong interpersonal skills.
• Knowledge of financial industry, products and planning concepts.
• Excellent analytical skills and attention to detail; clean U4.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Develop an understanding of tax, estate, and insurance planning; implement strategies.
• Create holistic investment strategy for each client and monitor risk tolerance.
• Collaborate with Portfolio Management to approve portfolios and tax strategies.
• Master the technology stack (CRM, custodian websites) and support AWAs.
• Lead client communications, document interactions, and ensure service excellence; assist with billing reviews and firm priorities.

Skills

Relationship building

Financial planning

Analytical skills

Team player

Education

Bachelor’s Degree

Series 65 within 120 days

Tools

CRM system

Custodian websites

Planning software

Job description

Focus Partners seeks an Associate Wealth Advisor to join a planning centric team delivering personalized wealth advice. You’ll partner with Wealth Advisors to maintain client relationships and participate in retirement, tax, estate, and investment planning; travel may be required.

The role offers a hybrid schedule (3 days in office, up to 2 remote) with base pay $85,000-$100,000 plus bonus and benefits. 2+ years in financial services is expected, along with Series 65 within 120 days.