Hybrid Wealth Planning Associate

Focus Financial Partners; Wyomissing (Berks County); Hybrid; USD 90,000 - 130,000; Full time

Job summary

Focus Partners is seeking an Associate Wealth Advisor to join our planning centric team. The role partners closely with Wealth Advisors to strengthen client relationships through active participation in the financial planning process, delivering strategies in retirement, risk management, tax, estate, and investments.

The position supports a hybrid schedule (3 days in office, 2 remote). Requirement: Bachelor’s Degree, Series 65 or equivalent; CFP or equivalent preferred; 4+ years in financial

Qualifications

• Bachelor’s degree required; Series 65 or equivalent.
• CFP or equivalent preferred.

Responsibilities

• Assist Wealth Advisors in the planning process and client engagement.
• Deliver retirement, risk management, tax, estate, and investment strategies.

Education

Bachelor's Degree

Job description

Focus Partners is seeking an Associate Wealth Advisor to join our planning centric team. The role partners closely with Wealth Advisors to strengthen client relationships through active participation in the financial planning process, delivering strategies in retirement, risk management, tax, estate, and investments.

The position supports a hybrid schedule (3 days in office, 2 remote). Requirements: Bachelor’s Degree, Series 65 or equivalent; CFP or equivalent preferred; 4+ years in financial