Wealth Planner: Planning & Client Growth (Hybrid)

LE0123 Focus Partners Wealth LLC; Bellevue (WA); Hybrid; USD 84,000 - 96,000; Full time

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. The Associate Wealth Advisor role partners with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.

Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning, while collaborating with the Portfolio Management team to approve and execute portfolios.

Qualifications

• Bachelor’s degree required; Series 65 or equivalent within 120 days of employment.
• 2+ years financial services experience.
• Strong interpersonal and team-oriented skills.
• Knowledge of financial products and planning concepts.
• Excellent analytical skills and attention to detail.
• Clean U4 on record.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Create holistic investment strategies and monitor risk tolerance.
• Collaborate with Portfolio Management to implement portfolios and tax strategies.
• Lead client communications and ensure high-level service.
• Maintain client records in CRM and document interactions.

Skills

Client relationships

Financial planning

Analytical skills

Attention to detail

Education

Bachelor’s Degree

Series 65 certification

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. The Associate Wealth Advisor role partners with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.

Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning, while collaborating with the Portfolio Management team to approve and execute portfolios.