Senior Wealth Advisor: Planning-Driven Client Impact

Focus Partners Wealth; Needham (MA); Hybrid; USD 125,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth is seeking a Senior Associate Wealth Advisor in Needham, MA. The role collaborates with Wealth Advisors to deliver personalized wealth planning, retirement, tax, estate, and investment planning.

The position supports a hybrid work model with 3 days in office per week and up to 2 days remote, as assigned. The candidate will lead client planning efforts, build relationships, and contribute to business development while aligning with the firm’s investment philosophy and

Qualifications

• Bachelor’s degree in a finance-related field.
• 5+ years of financial services experience.
• CFP or equivalent (ChFC or CPA + PFS) required.
• Strong planning, modeling, and client communication skills.

Responsibilities

• Create, edit, and present financial plans using planning software.
• Lead development of financial planning recommendations for clients.
• Identify advanced planning opportunities and develop internal best practices.
• Manage client onboarding and prospect pipeline.
• Independently interact with clients via emails, calls, and presentations.

Education

Bachelor’s Degree

CFP or equivalent

Tools

CRM software

Job description

Focus Partners Wealth is seeking a Senior Associate Wealth Advisor in Needham, MA. The role collaborates with Wealth Advisors to deliver personalized wealth planning, retirement, tax, estate, and investment planning.

The position supports a hybrid work model with 3 days in office per week and up to 2 days remote, as assigned. The candidate will lead client planning efforts, build relationships, and contribute to business development while aligning with the firm’s investment philosophy and