Wealth Planning Associate — Hybrid

Focus Partners; Chicago (IL); Hybrid; USD 85,000 - 90,000; Full time

Benefits offered by this job

Hybrid schedule

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. You will partner with Wealth Advisors to maintain client relationships and deliver comprehensive retirement, risk, tax, estate, and investment planning.

The role supports a hybrid schedule with 3 days in office and up to 2 remote days per week. The position requires a Bachelor’s Degree, Series 65 (or equivalent), 4+ years in financial services, and CFP or equivalent preferred.

Qualifications

• Bachelor’s Degree required.
• Series 65 or equivalent required.
• 4+ years of financial service experience.
• CFP or equivalent (ChFC or CPA + PFS) preferred.
• Proven experience in financial analysis, modeling, and strategic planning.
• Strong understanding of investment strategies, risk management, tax planning, and estate planning.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Create and deliver tax, estate, and insurance planning.
• Identify advanced planning opportunities and develop internal best practices.
• Develop an investment strategy for each client and monitor risk tolerance.
• Collaborate with Portfolio Management to approve and execute portfolios.

Skills

Interpersonal skills

Analytical skills

Team-oriented

Attention to detail

Education

Bachelor’s Degree

Series 65 or equivalent

CFP or equivalent (ChFC or CPA + PFS) preferred

Tools

CRM software

Financial planning software

Modeling tools

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. You will partner with Wealth Advisors to maintain client relationships and deliver comprehensive retirement, risk, tax, estate, and investment planning.

The role supports a hybrid schedule with 3 days in office and up to 2 remote days per week. The position requires a Bachelor’s Degree, Series 65 (or equivalent), 4+ years in financial services, and CFP or equivalent preferred.