Wealth Planning Associate — Client-Focused Advisor

Focus Financial Partners; Cockeysville (MD); Hybrid; USD 80,000 - 90,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life Insurance

401(k)

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning centric team, partnering 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.

Focus Partners Wealth offers a hybrid schedule: 3 days in office per week and the option to work remotely 2 days per week or as

Qualifications

• Bachelor’s degree required; Series 65 within 120 days of employment.
• Strong interpersonal and teamwork abilities.
• Knowledge of tax, estate, insurance planning and retirement concepts.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Develop an understanding of FPW’s investment philosophy and monitor client portfolios.
• Create holistic investment strategies for each client and adjust for risk tolerance over time.
• Lead client communications and collaborate with the Portfolio Management team to execute portfolios and advisory tasks.
• Record client interactions in the CRM and ensure compliance in billing reviews.

Skills

Interpersonal skills

Teamwork

Analytical skills

Financial planning concepts

Education

Bachelor’s Degree

Series 65 within 120 days

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning centric team, partnering 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.

Focus Partners Wealth offers a hybrid schedule: 3 days in office per week and the option to work remotely 2 days per week or as