Wealth Planning Associate – Hybrid

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

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team, collaborating with Wealth Advisors to deliver personalized financial planning for clients. The role emphasizes planning, relationship management, and timely advisory support.

The position offers a hybrid schedule (3 days in office per week, up to 2 remote days) with potential travel. A Bachelor's degree and relevant financial services experience are required, along with Series 65 within 120 days.

Qualifications

• Bachelor’s degree required and professional licensure/registration pending (Series 65 within 120 days of employment).
• 2+ years of financial services experience with a client‑facing focus.
• Knowledge of tax, estate and insurance planning concepts.
• Strong interpersonal skills and team orientation.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Partner with Wealth Advisors to maintain and enhance client relationships.
• Create holistic investment strategies and monitor risk tolerance.
• Collaborate with Portfolio Management for portfolio approvals and tax‐loss harvesting.
• Maintain CRM and client records; support advisory team business planning.

Skills

Interpersonal skills

Financial planning concepts

Analytical skills

U4 clean

Education

Bachelor’s Degree

Series 65 within 120 days

Tools

CRM system

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team, collaborating with Wealth Advisors to deliver personalized financial planning for clients. The role emphasizes planning, relationship management, and timely advisory support.

The position offers a hybrid schedule (3 days in office per week, up to 2 remote days) with potential travel. A Bachelor's degree and relevant financial services experience are required, along with Series 65 within 120 days.