Wealth Planning Associate

Focus Financial Partners; Charlotte (NC); Hybrid; USD 75,000 - 90,000; Full time

Job summary

Focus Financial Partners in Charlotte, NC is seeking an Associate Wealth Advisor to collaborate with a planning-centric team. The role involves managing client relationships, creating personalized financial plans, and drafting investment strategies. Candidates should have a Bachelor's degree and over 2 years of financial planning experience. This position offers a hybrid schedule. The ideal candidate possesses strong interpersonal skills and knowledge of financial products.

Qualifications

• 2+ years financial planning experience.
• Series 65 certification required.
• Clean U4 record.

Responsibilities

• Collaborate with a planning-centric team to design financial plans.
• Lead client communications and interactions.
• Assist with client billing reviews.

Skills

Interpersonal communication skills

Team-orientated approach

Knowledge of financial industry

Financial planning concepts

Education

Bachelor's Degree

Tools

Money Guide Elite

Orion

Holistiplan

Job description

Focus Financial Partners in Charlotte, NC is seeking an Associate Wealth Advisor to collaborate with a planning-centric team. The role involves managing client relationships, creating personalized financial plans, and drafting investment strategies. Candidates should have a Bachelor's degree and over 2 years of financial planning experience. This position offers a hybrid schedule. The ideal candidate possesses strong interpersonal skills and knowledge of financial products.