Wealth Planning Associate

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

Benefits offered by this job

Hybrid work schedule

Annual bonus

Benefits package

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team, delivering personalized wealth advice aligned with client goals.

You will partner with Wealth Advisors to strengthen client relationships through comprehensive financial planning, including retirement, risk management, tax, estate, and investment planning. The role offers a hybrid schedule with 3 days in office and up to 2 remote days per week.

Qualifications

• Bachelor’s Degree.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial service experience.
• Strong interpersonal and team-oriented approach.
• Knowledge of financial industry, products, and 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.
• Develops a mastery of Focus Partners investment philosophy.
• Create holistic investment strategy for each client, monitor risk tolerance over time.
• Collaborate with Portfolio Management to approve and execute portfolios and tax loss harvesting.
• Mastery of technology stack: CRM system and custodian websites.
• Support AWAs and lead client communications.
• Document client interactions in CRM and support client service.
• Complete client billing reviews and ensure compliance for advisory team.
• Participate in advisory team planning and support firm priorities.
• Meet with clients in person; some travel may be required.

Skills

Interpersonal skills

Team-oriented

Analytical skills

Attention to detail

Education

Bachelor's degree

Tools

CRM system

Custodian websites

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team, delivering personalized wealth advice aligned with client goals.

You will partner with Wealth Advisors to strengthen client relationships through comprehensive financial planning, including retirement, risk management, tax, estate, and investment planning. The role offers a hybrid schedule with 3 days in office and up to 2 remote days per week.