Wealth Planning Associate - Hybrid, Client Advisory

Focus Financial Partners; Bellevue (WA); Hybrid; USD 96,000 - 110,000; Full time

Benefits offered by this job

Hybrid work schedule

Annual bonus

Comprehensive benefits

Job summary

Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. You will support Wealth Advisors, participate in retirement, risk, tax, estate, and investment planning to deliver personalized wealth advice.

The role emphasizes collaboration, adherence to client service standards, and potential travel for in-person meetings. Compensation includes base pay between $96,000 and $110,000 annually with bonuses and comprehensive benefits, and a hybrid work model with 3 days in

Qualifications

• Bachelor’s Degree required and common professional credentials preferred.
• Series 65 or equivalent required or expected.
• CFP or equivalent (ChFC or CPA + PFS) preferred; CPA strongly preferred for tax planning.
• 4+ years of financial service experience in wealth management or financial planning.
• Strong understanding of investment strategies, risk, tax and estate planning.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Create tax, estate, and insurance planning.
• Identify advanced planning opportunities and develop internal best practices.
• Develop mastery of FPW investment philosophy and holistic investment strategy for clients.
• Lead client communications and ensure top-tier service with the team.

Skills

Wealth management experience

Financial analysis

Modeling and planning

CRM systems

Communication skills

Education

Bachelor’s Degree

Series 65 or equivalent

CFP or equivalent (ChFC or CPA + PFS)

CPA strongly preferred

Job description

Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. You will support Wealth Advisors, participate in retirement, risk, tax, estate, and investment planning to deliver personalized wealth advice.

The role emphasizes collaboration, adherence to client service standards, and potential travel for in-person meetings. Compensation includes base pay between $96,000 and $110,000 annually with bonuses and comprehensive benefits, and a hybrid work model with 3 days in