Wealth Planning Associate

Focus Partners Wealth; Needham, Northern (MA, KY); Hybrid; USD 70,000 - 125,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k)

Job summary

Focus Partners Wealth in Needham, MA is seeking an Associate Wealth Advisor to join our planning-centric team. You will collaborate with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process, including retirement, tax, estate, and investment planning.

The firm offers a hybrid schedule (3 days in office, up to 2 remote) and a base pay range of $70,000–$125,000, plus a bonus and comprehensive benefits.

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial services experience.
• Tax preparation experience preferred.
• Strong interpersonal skills and team orientation.
• Knowledge of financial products and planning concepts.
• Clean U4.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Understand tax, estate, and insurance planning concepts.
• Create holistic investment strategies for clients and monitor risk tolerance.
• Collaborate with Portfolio Management for portfolios and tax loss harvesting.
• Lead client communications and maintain client records in CRM.
• Ensure accurate client billing and compliance for advisory team.
• Support firm strategic priorities and client meetings in person.

Skills

Bachelor’s Degree

Series 65

Financial services experience

Tax planning

Communication

Attention to detail

Education

Bachelor’s Degree

Tools

CRM system

Custodian websites

Job description

Focus Partners Wealth in Needham, MA is seeking an Associate Wealth Advisor to join our planning-centric team. You will collaborate with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process, including retirement, tax, estate, and investment planning.

The firm offers a hybrid schedule (3 days in office, up to 2 remote) and a base pay range of $70,000–$125,000, plus a bonus and comprehensive benefits.