Wealth Planning Associate — Client-Focused Advisor

Focus Financial Partners; Pittsburgh (Allegheny County); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Financial Partners, through Focus Partners Wealth, is seeking an Associate Wealth Advisor to join our planning-centric team. You will support Wealth Advisors in creating personalized financial plans and building client relationships across retirement, tax, estate, and investment planning.

We offer a hybrid work model: 3 days in office per week with up to 2 remote days, and a compensation package including base salary, potential bonus, and benefits.

Qualifications

• Bachelore2s Degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial service experience.
• Strong interpersonal skills; team-oriented approach.
• Knowledge of financial industry, financial products, and financial 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.
• Develop mastery of Focus Partners Wealths investment philosophy.
• Create holistic investment strategy for each client and monitor risk tolerance.
• Understand fundamentals of trading; partner with PM to approve portfolios and tax loss harvesting.
• Mastery of technology stack and CRM/custodian portals.
• Collaborate with AWAs and lead client communications.
• Diligent recording of client interactions in CRM.
• Serve as day-to-day contact for client needs; ensure high service levels.
• Complete client billing reviews and ensure advisory team compliance.
• Support firms strategic priorities and participate in business planning.

Skills

Interpersonal skills

Team-oriented

Attention to detail

Analytical skills

Education

Bachelore2s Degree

Tools

CRM

Job description

Focus Financial Partners, through Focus Partners Wealth, is seeking an Associate Wealth Advisor to join our planning-centric team. You will support Wealth Advisors in creating personalized financial plans and building client relationships across retirement, tax, estate, and investment planning.

We offer a hybrid work model: 3 days in office per week with up to 2 remote days, and a compensation package including base salary, potential bonus, and benefits.