Wealth Planning Associate — Hybrid, Client-Focused

Focus Financial Partners; Kansas City (MO); Hybrid; USD 75.000 - 85.000; Vollzeit

Benefits dieser Stelle

Annual cash bonus

Comprehensive benefits package

Hybrid schedule

Zusammenfassung

Focus Partners Wealth in Lee’s Summit, MO is seeking an Associate Wealth Advisor to join a planning-centric team. The role partners with Wealth Advisors to deliver personalized wealth advice, covering retirement, risk management, tax, estate, and investments.

The position supports hybrid work with three days in the office weekly and optional remote days. The base pay range is $75,000–$85,000 per year, with potential bonus and comprehensive benefits.

Qualifikationen

• Bachelor’s Degree required and Series 65 or equivalent is required.
• Minimum 2+ years of financial service experience.
• Strong interpersonal and team skills with attention to detail.
• Clean U4 and knowledge of financial planning concepts.

Aufgaben

• Develop, revise, and present financial plans using planning software.
• Collaborate with Wealth Advisors to maintain client relationships.
• Create holistic investment strategies and monitor risk tolerance.
• Lead client communications and document interactions in CRM.
• Assist with client billing reviews and advisory team planning.

Kenntnisse

Interpersonal skills

Team oriented

Financial industry knowledge

Ausbildung

Bachelor’s Degree

Tools

CRM system

Custodian websites

Jobbeschreibung

Focus Partners Wealth in Lee’s Summit, MO is seeking an Associate Wealth Advisor to join a planning-centric team. The role partners with Wealth Advisors to deliver personalized wealth advice, covering retirement, risk management, tax, estate, and investments.

The position supports hybrid work with three days in the office weekly and optional remote days. The base pay range is $75,000–$85,000 per year, with potential bonus and comprehensive benefits.