Junior Wealth Advisor - Planning-Focused, Hybrid

LE0123 Focus Partners Wealth LLC; Cincinnati (OH); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) and other benefits

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. The role partners with Wealth Advisors to maintain client relationships and contribute to the financial planning process, including retirement, tax, estate, and investment planning.

A hybrid schedule is offered with in-office work three days per week and two remote days, or as assigned. The ideal candidate has a Bachelor’s degree, 2+ years in financial services, and Series 65 within 120 days.

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial services experience.
• Strong interpersonal skills; team-oriented.
• Knowledge of financial industry and planning concepts.
• Excellent analytical skills and attention to detail.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Knowledge of tax, estate, and insurance planning.
• Develop mastery of FPW’s investment philosophy and implement holistic investment strategies.
• Monitor risk tolerance and collaborate with Portfolio Management for portfolios and tax loss harvesting.
• Lead client communications and ensure high levels of client service.
• Record client interactions in CRM and support advisory team planning efforts.

Skills

Interpersonal skills

Team oriented

Analytical skills

Attention to detail

Client service mindset

Education

Bachelor's Degree

Series 65 within 120 days

Tools

CRM system

Custodian websites

Planning software

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. The role partners with Wealth Advisors to maintain client relationships and contribute to the financial planning process, including retirement, tax, estate, and investment planning.

A hybrid schedule is offered with in-office work three days per week and two remote days, or as assigned. The ideal candidate has a Bachelor’s degree, 2+ years in financial services, and Series 65 within 120 days.