Wealth Planning Associate — Hybrid, Client-Focused

Focus Partners Wealth; Hingham (MA); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical, dental, vision, life保险

401(k)

Comprehensive benefits package

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning centric team. You will work closely with Wealth Advisors to deliver personalized wealth advice and actively participate in financial planning processes for diverse clients.

Responsibilities include developing financial plans, understanding tax/estate/insurance planning, and collaborating with Portfolio Management to implement investment strategies. Hybrid work with in-office days and travel as needed.

Qualifications

• Bachelor’s degree required and Series 65 or equivalent within 120 days of employment.
• 2+ years of financial service experience.
• Knowledge of tax, estate, insurance planning, and financial planning concepts.
• Excellent analytical skills and attention to detail.
• Strong interpersonal skills and a team-oriented approach.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Partner with the Portfolio Management team to approve and execute portfolios.
• Maintain client relationships and lead client communications.
• Record client interactions in the CRM and ensure compliance in billing and advisory processes.
• Engage in advisory team business planning and support strategic priorities.
• Meet with clients in person as needed; some travel may be required.

Skills

Interpersonal skills

Team orientation

Client communication

Analytical skills

Education

Bachelor’s degree

Tools

CRM system

Custodian websites

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning centric team. You will work closely with Wealth Advisors to deliver personalized wealth advice and actively participate in financial planning processes for diverse clients.

Responsibilities include developing financial plans, understanding tax/estate/insurance planning, and collaborating with Portfolio Management to implement investment strategies. Hybrid work with in-office days and travel as needed.