Wealth Planning Associate - Client Strategy

LE0123 Focus Partners Wealth LLC; Charlotte (NC); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) with match

Hybrid work schedule

Job summary

Focus Partners seeks an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice. Responsibilities include retirement planning, risk management, tax, estate, and investment planning. The role collaborates with Wealth Advisors and utilizes a robust tech stack, including CRM and custodians, with a hybrid in-office schedule.

The team emphasizes client service, rigorous financial planning, and the opportunity to grow within a fiduciary-focused wealth firm.

Qualifications

• Bachelor’s degree required; CFP or equivalent preferred.
• Series 65 or equivalent.
• 4+ years of financial service experience.
• Proven experience in financial analysis, modeling, and strategic planning.
• Strong understanding of investment strategies, risk management, tax planning, and estate planning.
• Excellent analytical skills and attention to detail.
• Team-oriented with ability to explain complex financial concepts.

Responsibilities

• Develop, revise, and present financial plans.
• Create tax, estate, and insurance planning.
• Identify planning opportunities and develop best practices.
• Master Focus Partners’ investment philosophy and approach.
• Create holistic client investment strategies and monitor risk.
• Collaborate with Portfolio Management on trading and tax strategies.
• Maintain CRM records and ensure client service excellence.
• Support firm business planning and cross-team efforts.
• Lead select client relationships and develop planning recommendations.
• Travel may be required.

Skills

Financial analysis

Modeling

Strategic planning

Interpersonal skills

Team collaboration

Education

Bachelor’s Degree

CFP or equivalent (ChFC or CPA + PFS) preferred

Tools

CRM systems

Financial planning software

Modeling tools

Job description

Focus Partners seeks an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice. Responsibilities include retirement planning, risk management, tax, estate, and investment planning. The role collaborates with Wealth Advisors and utilizes a robust tech stack, including CRM and custodians, with a hybrid in-office schedule.

The team emphasizes client service, rigorous financial planning, and the opportunity to grow within a fiduciary-focused wealth firm.