Planning-Focused Wealth Advisor — Associate

LE0123 Focus Partners Wealth LLC; Boston (MA); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning-centric team dedicated to creating personalized wealth advice for clients. You will work with Wealth Advisors to maintain relationships and participate in the financial planning process, including retirement, tax, estate, and investment planning.

The role supports a hybrid schedule: 3 days in office per week with up to 2 remote days, or as assigned by the team leader.

Qualifications

• Bachelor’s Degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial service experience.
• Strong interpersonal skills; team-orientated approach.
• Knowledge of financial industry, financial products, and financial planning concepts.
• Excellent analytical skills and attention to detail.
• Clean U4.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Knowledge of tax, estate, and insurance planning.
• Develop mastery of FPW investment philosophy.
• Create holistic investment strategy for each client; monitor risk tolerance.
• Partner with Portfolio Management to approve and execute portfolios, tax loss harvesting, etc.
• Mastery of technology stack and CRM system used by FPW.
• Collaborate with AWAs; lead client communications and interactions.
• Record client communications in CRM; ensure high level of client service.
• Complete client billing reviews and ensure compliance for advisory team.
• Support firm’s strategic priorities and participate in business planning.
• Occasional in-person client meetings; some travel may be required.

Skills

Interpersonal skills

Analytical skills

Financial planning knowledge

Team collaboration

Education

Bachelor’s Degree

Series 65 within 120 days

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning-centric team dedicated to creating personalized wealth advice for clients. You will work with Wealth Advisors to maintain relationships and participate in the financial planning process, including retirement, tax, estate, and investment planning.

The role supports a hybrid schedule: 3 days in office per week with up to 2 remote days, or as assigned by the team leader.