Hybrid Wealth Planning Associate

LE0123 Focus Partners Wealth LLC; Denver (CO); Hybride; USD 85 000 - 100 000; Plein temps

Avantages offerts par ce poste

Annual bonus

Comprehensive benefits package

Hybrid work schedule

Résumé du poste

Focus Partners seeks an Associate Wealth Advisor to join a planning-centric team. You will work with Wealth Advisors to enhance client relationships through comprehensive financial planning across retirement, risk management, tax, and estate planning, using planning software.

The role requires a bachelor’s degree, 4+ years in financial services, and certifications such as CFP. The position is hybrid with in-office and remote work possibilities and offers a competitive base pay and bonus

Qualifications

• Bachelor’s degree required.
• CFP or equivalent (ChFC or CPA + PFS) preferred.
• 4+ years of financial services experience.
• Strong analytical and planning skills.
• Excellent communication and client-service orientation.

Responsabilités

• Develop, revise, and present financial plans using planning software.
• Identify planning opportunities and develop best practices.
• Lead client communications and interactions; ensure high levels of service.
• Collaborate with Portfolio Management to approve and manage portfolios.

Formation

Bachelor’s Degree

CFP or equivalent (ChFC or CPA + PFS) preferred

4+ years financial service experience

Strong analytical skills

Interpersonal skills

Outils

CRM tools

Financial software

Modeling tools

Description du poste

Focus Partners seeks an Associate Wealth Advisor to join a planning-centric team. You will work with Wealth Advisors to enhance client relationships through comprehensive financial planning across retirement, risk management, tax, and estate planning, using planning software.

The role requires a bachelor’s degree, 4+ years in financial services, and certifications such as CFP. The position is hybrid with in-office and remote work possibilities and offers a competitive base pay and bonus