Hybrid Wealth Planning Associate

Focus Partners Wealth; Needham (MA); Hybrid; USD 75,000 - 125,000; Full time

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in Needham, Massachusetts. The role focuses on creating personalized wealth advice and partnering with Wealth Advisors to enhance client relationships through active involvement in retirement, tax, estate, and investment planning.

We offer a hybrid schedule: 3 days in office per week with the option to work remotely 2 days per week, or as assigned by the team leader.

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial service experience.
• Knowledge of financial planning concepts, tax, estate, and insurance planning.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Collaborate with Wealth Advisors to maintain client relationships and execute planning strategies.
• Support client billing reviews and compliance for the advisory team.
• Meet with clients in person as needed; occasional travel may be required.

Education

Bachelor’s Degree

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in Needham, Massachusetts. The role focuses on creating personalized wealth advice and partnering with Wealth Advisors to enhance client relationships through active involvement in retirement, tax, estate, and investment planning.

We offer a hybrid schedule: 3 days in office per week with the option to work remotely 2 days per week, or as assigned by the team leader.