Wealth Planning Associate — Hybrid

Focus Partners Wealth; Lee's Summit (MO); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

Comprehensive benefits

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in a role that emphasizes personalized client guidance and comprehensive financial planning. You will partner with Wealth Advisors to support client relationships and actively participate in retirement, tax, estate, and investment planning.

The position offers a hybrid schedule (3 days in office; 2 remote) with potential for bonus and a comprehensive benefits package.

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent required.
• 2+ years of financial services experience.
• Strong interpersonal skills and attention to detail.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Understand tax, estate, and insurance planning.
• Create holistic investment strategies and monitor risk tolerance.
• Collaborate with Portfolio Management to approve and execute portfolios.

Skills

Series 65

Financial services experience

Interpersonal skills

Financial planning concepts

Analytical skills

Education

Bachelor's Degree

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in a role that emphasizes personalized client guidance and comprehensive financial planning. You will partner with Wealth Advisors to support client relationships and actively participate in retirement, tax, estate, and investment planning.

The position offers a hybrid schedule (3 days in office; 2 remote) with potential for bonus and a comprehensive benefits package.