Wealth Planning Associate: Client-Focused Advisor

LE0123 Focus Partners Wealth LLC; Ridgeland (MS); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package

Job summary

Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. The role partners with Wealth Advisors to maintain client relationships and actively participate in the financial planning process, delivering personalized wealth advice based on each client’s goals.

The candidate will develop financial plans, enhance investment strategies, and collaborate with the Portfolio Management team.

Qualifications

• Bachelor’s degree required and Series 65 within 120 days of employment.
• 2+ years in financial services with client interaction preferred.
• Strong interpersonal and teamwork approach; attention to detail.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Understand tax, estate, and insurance planning concepts.
• Create holistic investment strategies and monitor risk tolerance.
• Collaborate with Portfolio Management to execute portfolios and tax strategies.
• Maintain and document client communications in CRM; serve as day-to-day client contact.

Skills

Interpersonal skills

Team-oriented

Analytical skills

Client communication

Education

Bachelor’s Degree

Series 65 within 120 days

2+ years financial services

Job description

Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. The role partners with Wealth Advisors to maintain client relationships and actively participate in the financial planning process, delivering personalized wealth advice based on each client’s goals.

The candidate will develop financial plans, enhance investment strategies, and collaborate with the Portfolio Management team.