Wealth Planning Associate — Hybrid

Focus Financial Partners; Southlake (TX); Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Hybrid schedule

Job summary

Focus Partners is seeking an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice. You’ll partner with Wealth Advisors to nurture client relationships and participate in retirement, risk management, tax, estate, and investment planning as part of a collaborative advisory process.

The role supports a hybrid schedule with 3 days in office weekly and up to 2 remote days, with base pay between $75,000 and $80,000, plus bonus potential and a comprehensive

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial services experience.
• Strong interpersonal skills and client-service orientation.
• Knowledge of financial industry products and planning concepts.
• Analytical mindset and attention to detail.
• Clean U4 on record.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Understand tax, estate, and insurance planning basics.
• Develop mastery of Focus Partners investment philosophy.
• Create holistic investment strategies and monitor risk tolerance.
• Collaborate with Portfolio Management for trades and tax strategies.
• Master the technology stack including CRM and custodian sites.
• Serve as day-to-day client contact and ensure high service standards.
• Ensure accurate client billing and compliance for advisory team.
• Support firm strategic priorities and travel to meet clients as needed.

Skills

Financial planning

Tax planning

Estate planning

Investment planning

Client communications

Analytical skills

Team collaboration

Education

Bachelor’s Degree

Job description

Focus Partners is seeking an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice. You’ll partner with Wealth Advisors to nurture client relationships and participate in retirement, risk management, tax, estate, and investment planning as part of a collaborative advisory process.

The role supports a hybrid schedule with 3 days in office weekly and up to 2 remote days, with base pay between $75,000 and $80,000, plus bonus potential and a comprehensive