Hybrid Wealth Planning Associate — Client-Focused

Focus Partners Wealth; Denver (CO); Hybrid; USD 85,000 - 100,000; Full time

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor in Denver to join a planning-centric team dedicated to personalized wealth advice tailored to each client's goals.

You will collaborate with Wealth Advisors, participate in financial planning across retirement, risk, tax, estate, and investments, and support client relationships with strong analytical skills. The role offers a hybrid schedule with some in-office and travel as needed.

Qualifications

• Bachelor’s degree required; CFP preferred.
• Series 65 or equivalent required.
• 4+ years of financial service experience.
• Strong analytical and communication skills.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Lead client communications and service delivery.
• Develop investment strategies and monitor risk tolerance.
• Collaborate with Portfolio Management for portfolios and tax loss harvesting.
• Manage client billing reviews and compliance.
• Assist in advisory team business planning and strategy.

Skills

Financial analysis

Modeling

Strategic planning

CRM tools

Interpersonal skills

Team-oriented

Education

Bachelor’s Degree

CFP Certification

Series 65

Tools

CRM software

Financial modeling tools

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor in Denver to join a planning-centric team dedicated to personalized wealth advice tailored to each client's goals.

You will collaborate with Wealth Advisors, participate in financial planning across retirement, risk, tax, estate, and investments, and support client relationships with strong analytical skills. The role offers a hybrid schedule with some in-office and travel as needed.