Wealth Planning Associate - Hybrid Client Advisory

Focus Partners Wealth; Clayton (MO); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

Life insurance

401(k) with company match

Hybrid work model

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning-centric team dedicated to delivering personalized wealth advice. You will work with Wealth Advisors to sustain client relationships and participate in comprehensive financial planning, including retirement, tax, estate, and investment strategies.

The role supports a hybrid schedule with in-office and remote options, collaborates with a Portfolio Management team, and requires Series 65 within 120 days, plus 2+ years

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial services experience.
• Strong interpersonal skills and teamwork.
• Knowledge of financial industry and planning concepts.
• Excellent analytical skills and attention to detail.
• Clean U4; exempt position.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Knowledge of tax, estate, and insurance planning.
• Understand Focus Partners Wealth’s investment philosophy.
• Create holistic investment strategies and monitor risk tolerance.
• Understand fundamentals of trading.
• Collaborate with Portfolio Management on portfolios and tax strategies.
• Master the technology stack including CRM and custodian sites.
• Support AWAs and client communications; lead client interactions.
• Record client communications in the CRM; ensure top service levels.
• Complete client billing reviews and ensure advisory compliance.
• Support business planning and firm priorities; travel may be required.

Skills

Interpersonal skills

Financial services experience

Attention to detail

Team oriented

Analytical skills

Education

Bachelor’s Degree

Series 65 within 120 days

Tools

CRM system

Custodian websites

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning-centric team dedicated to delivering personalized wealth advice. You will work with Wealth Advisors to sustain client relationships and participate in comprehensive financial planning, including retirement, tax, estate, and investment strategies.

The role supports a hybrid schedule with in-office and remote options, collaborates with a Portfolio Management team, and requires Series 65 within 120 days, plus 2+ years