Wealth Planning Associate: Client-First Advisor Path

Visa Hunt

United States

On-site

USD 70,000 - 80,000

Full time

14 days+

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Job summary

Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. You will work closely with Wealth Advisors to deliver personalized financial plans and maintain client relationships across retirement, tax, estate, and investment planning.

In this exempt role, you will develop strategies using our planning software, collaborate with the Portfolio Management team, and ensure accurate client communications and billing reviews. Some travel to meet clients is expected.

Qualifications

Bachelor’s degree required.
Series 65 or equivalent within 120 days of employment.
2+ years of financial services experience.
Strong interpersonal skills and team orientation.
Knowledge of financial industry, 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.
Knowledge of tax, estate, and insurance planning.
Develop a holistic investment strategy for each client and monitor risk tolerance.
Collaborate with Portfolio Management to approve and execute portfolios and tax-loss harvesting.
Master the CRM and custodian platforms.
Serve as the day-to-day contact for clients and ensure high-level service.
Complete client billing reviews and ensure compliance for the advisory team.
Travel to meet clients as needed.