Senior Wealth Advisor: Holistic Planning & Growth

Focus Financial Partners; Needham (MA); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners seeks a Senior Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice across retirement, risk, tax, estate, and investments. You’ll partner with Wealth Advisors to strengthen client relationships and guide financial planning as part of a collaborative, multi-disciplinary effort.

The role supports a hybrid work schedule with in-office requirements and remote options depending on team needs.

Qualifications

• Bachelor’s degree required or equivalent.
• 5+ years of financial service experience.
• CFP or equivalent (ChFC or CPA + PFS) required.
• Proven experience in financial analysis, modeling, and strategic planning.
• Strong understanding of investment strategies, risk management, tax planning, and estate planning.
• Excellent analytical skills and attention to detail.
• Strong interpersonal skills: ability to explain complex financial concepts to clients.
• Team-oriented approach.
• Knowledge of financial industry, products, and planning concepts.
• Experience in managing prospect pipelines and onboarding new clients.
• Business development skillset.
• Clean U4.

Responsibilities

• Create, edit, and present financial plans through planning software.
• Lead the development of financial planning recommendations to clients.
• Identify advanced planning opportunities and develop internal best practices.
• Model and resolve complex financial questions and client situations.
• Serve as primary advisor for a select number of clients.
• Manage individual and team prospect pipeline, including onboarding of new clients.
• Ability to business develop independently and, in a team environment.
• Develop mastery of Focus Partner’s investment philosophy.
• Mastery of technology stack offered, including CRM system and custodian websites.
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed.
• Independently lead daily client communications and interactions.
• Understand fundamentals of trading; collaborate with Portfolio Management on portfolios, tax loss harvesting, etc.
• Diligent recording of client communication in CRM.
• Collaborate with AWAs.
• Complete client billing reviews and ensure compliance for advisory team.
• Support advisory team business planning and firm priorities.
• Interact with clients via emails, calls, and presentations.
• Meet with clients in person; some travel may be required.

Skills

Financial planning

Financial analysis

Strategic planning

Client communication

Team collaboration

Education

Bachelor’s Degree

CFP or equivalent (ChFC or CPA + PFS)

Tools

CRM system

Custodian websites

Job description

Focus Partners seeks a Senior Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice across retirement, risk, tax, estate, and investments. You’ll partner with Wealth Advisors to strengthen client relationships and guide financial planning as part of a collaborative, multi-disciplinary effort.

The role supports a hybrid work schedule with in-office requirements and remote options depending on team needs.