Wealth Planning Associate — Client-Focused Advisor

LE0306 NorthCoast Asset Management, LLC; Stamford (CT); On-site; USD 65,000 - 75,000; Full time

Benefits offered by this job

Annual bonus

Comprehensive benefits

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning-centric team dedicated to delivering personalized wealth advice aligned with each client’s goals. You will partner with Wealth Advisors to maintain relationships and participate in the financial planning process, including retirement, risk, tax, estate, and investment planning.

You will develop financial plans, collaborate across teams, and manage client communications while ensuring accurate billing and compliance

Qualifications

• Bachelor’s degree required and Series 65 or equivalent within 120 days of employment.
• 2+ years of financial service experience.
• Knowledge of financial products, industry concepts, and financial planning processes.
• Clean U4 and strong analytical capabilities.

Responsibilities

• Develop, revise, and present comprehensive financial plans.
• Understand tax, estate, and insurance planning.
• Create holistic investment strategies and monitor risk tolerance.
• Collaborate with Portfolio Management to approve portfolios and tax strategies.
• Maintain mastery of FPW’s investment philosophy and technology stack (CRM, custodians).
• Serve as day-to-day client contact and ensure high-level service.

Skills

Strong interpersonal skills

Team-oriented

Analytical skills

Attention to detail

Knowledge of financial industry

Communication skills

Education

Bachelor’s Degree

Series 65 or equivalent

Tools

CRM system

Custodian websites

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning-centric team dedicated to delivering personalized wealth advice aligned with each client’s goals. You will partner with Wealth Advisors to maintain relationships and participate in the financial planning process, including retirement, risk, tax, estate, and investment planning.

You will develop financial plans, collaborate across teams, and manage client communications while ensuring accurate billing and compliance