Hybrid Wealth Planning Associate

Focus Financial Partners; Wyomissing (Berks County); Hybrid; USD 82,000 - 95,000; 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). Requirements: Bachelor’s Degree, Series 65 or equivalent; CFP or equivalent preferred; 4+ years in financial

Qualifications

• Bachelor’s degree in finance or related field.
• Series 65 or equivalent required.
• 4+ years of financial services experience.
• CFP or equivalent preferred.
• Experience in financial analysis, modeling, and strategic planning.
• Strong understanding of investment, tax, and estate planning.
• Excellent analytical skills and attention to detail.
• Strong interpersonal and team-oriented collaboration.
• Familiarity with financial software and CRM tools.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Create and deliver tax, estate, and insurance planning.
• Identify planning opportunities and develop internal best practices.
• Lead client communications and manage relationships.
• Collaborate with Portfolio Management for portfolios and tax strategies.
• Maintain client billing reviews and ensure compliance.
• Support firm strategic priorities and business planning.
• Lead a subset of client relationships and financial planning recommendations.
• Occasional in-person client meetings with travel as needed.

Skills

Financial analysis

Modeling

Strategic planning

Analytical skills

Attention to detail

Interpersonal skills

Team-oriented

Financial concepts explanation

Education

Bachelor’s Degree

Series 65 or equivalent

CFP or equivalent (ChFC or CPA + PFS) preferred

Tools

CRM tools

Custodian websites

Financial software

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