Hybrid Wealth Planning Associate | Client-Focused Advisor

LE0123 Focus Partners Wealth LLC; West Lawn (PA); Hybrid; USD 82,000 - 95,000; Full time

Job summary

Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team, delivering personalized wealth advice based on client goals. You will support Wealth Advisors and actively participate in the financial planning process to maintain and enhance client relationships.

Our hybrid schedule requires 3 days in office per week, with up to 2 remote days as assigned. The role includes meeting clients in person, some travel, and contributing to advisory team planning and strategy.

Qualifications

• Bachelor’s degree and Series 65 or equivalent.
• 4+ years of financial services experience.
• CFP or equivalent preferred.
• Strong understanding of investment strategies, risk management, tax planning, and estate planning.
• Proven analytical skills and attention to detail.
• Excellent interpersonal and communication skills.
• Team-oriented approach.
• Proficiency with financial software and CRM tools.
• Clean U4 on file.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Create and deliver tax, estate, and insurance planning.
• Identify advanced planning opportunities and develop internal best practices.
• Develop mastery of Focus Partners Wealth’s investment philosophy.
• Create holistic investment strategy for each client and monitor risk tolerance.
• Understand trading fundamentals and collaborating with Portfolio Management.
• Master the technology stack, including CRM and custodian websites.
• Record and manage client communications within the CRM.
• Provide client service as the day-to-day contact and support the advisory team.
• Complete client billing reviews and ensure compliance for the advisory team.
• Support advisory team business planning and strategic priorities.
• Assist in business development in a team environment.
• Lead development of financial planning recommendations and client meetings.

Skills

Financial analysis

Modeling

Strategic planning

Interpersonal skills

Team collaboration

Communication skills

Education

Bachelor’s Degree

Series 65 or equivalent

CFP or equivalent (ChFC or CPA + PFS) preferred

Tools

CRM system

Financial software

Custodian websites

Job description

Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team, delivering personalized wealth advice based on client goals. You will support Wealth Advisors and actively participate in the financial planning process to maintain and enhance client relationships.

Our hybrid schedule requires 3 days in office per week, with up to 2 remote days as assigned. The role includes meeting clients in person, some travel, and contributing to advisory team planning and strategy.