Hybrid Wealth Planning Associate

Focus Partners Wealth; Deerfield (IL); 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 is seeking an Associate Wealth Advisor to join our planning-centric team. The role involves partnering with Wealth Advisors to support client relationships and participate in the financial planning process.

Responsibilities include retirement, risk management, tax, estate, and investment planning, with opportunities to meet with clients in person. The position offers a hybrid work model: 3 days in office per week and up to 2 remote days, with potential travel.

Qualifications

• Bachelor’s Degree required.
• Series 65 or equivalent must be obtained within 120 days of employment.
• 2+ years of financial services experience.
• Strong interpersonal skills and team orientation.
• Knowledge of financial planning concepts including tax, estate, and insurance planning.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Collaborate with Wealth Advisors to maintain client relationships.
• Create holistic investment strategies and monitor risk tolerance.
• Support trading and portfolio management activities with the team.

Skills

Interpersonal skills

Team oriented

Client communication

Analytical skills

Attention to detail

Education

Bachelor’s Degree

Series 65 within 120 days

Tools

CRM system

Custodian websites

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. The role involves partnering with Wealth Advisors to support client relationships and participate in the financial planning process.

Responsibilities include retirement, risk management, tax, estate, and investment planning, with opportunities to meet with clients in person. The position offers a hybrid work model: 3 days in office per week and up to 2 remote days, with potential travel.