Wealth Planning Associate – Hybrid

Focus Partners Wealth; Cincinnati (OH); Híbrido; USD 70.000 - 80.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, Dental, Vision

Life Insurance

401(k) Plan

Annual Bonus

Descripción de la vacante

Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning-centric team in Cincinnati, OH. The role involves partnering with Senior Advisors to deliver personalized wealth planning including retirement, estate, tax, and investment strategies.

Responsibilities include client communication, planning workflow, collaboration with the Portfolio Management team, and ensuring regulatory compliance while meeting service standards. Hybrid work model with in-office and remote days.

Formación

• Bachelor’s degree and Series 65 or equivalent within 120 days.
• 2+ years of financial services experience.
• Strong interpersonal skills and detail-oriented.
• Knowledge of tax, estate, insurance, and planning concepts.

Responsabilidades

• Develop, revise, and present financial plans using planning software.
• Partner with Portfolio Management to approve and implement investments.
• Lead client communications and ensure high service levels.
• Participate in advisory team business planning and collaboration.

Conocimientos

Interpersonal skills

Teamwork

Analytical thinking

Educación

Bachelor’s Degree

Series 65 license or equivalent

Herramientas

CRM software

Custodian websites

Descripción del empleo

Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning-centric team in Cincinnati, OH. The role involves partnering with Senior Advisors to deliver personalized wealth planning including retirement, estate, tax, and investment strategies.

Responsibilities include client communication, planning workflow, collaboration with the Portfolio Management team, and ensuring regulatory compliance while meeting service standards. Hybrid work model with in-office and remote days.