Wealth Planning Associate - Hybrid, Client-Focused

Focus Financial Partners; Parsippany-Troy Hills (NJ); Hybrid; USD 80,000 - 90,000; Full time

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. The role involves partnering with Wealth Advisors to maintain client relationships and participate in the financial planning process across retirement, risk, tax, estate, and investments.

The position offers a hybrid schedule with 3 days in office per week and up to 2 remote days, plus potential travel. Base pay ranges from $80,000 to $90,000 with eligibility for an annual bonus and comprehensive

Qualifications

• Bachelor’s Degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial service experience.
• Strong interpersonal skills; team-orientated approach.
• Knowledge of financial industry, financial products, and financial planning concepts.
• Excellent analytical skills and attention to detail.
• Clean U4.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Knowledge of tax, estate, and insurance planning.
• Master FPW investment philosophy.
• Create holistic investment strategy for each client, monitor risk tolerance.
• Partner with Portfolio Management to approve and execute portfolios, tax loss harvesting, etc.
• Mastery of CRM and custodian platforms.
• Collaborate with AWAs and resources.
• Lead client communications and interactions.
• Record client communications in CRM.
• Provide day-to-day client service and billing review.
• Support advisory team business planning and priorities.
• Occasional in-person client meetings and travel may be required.

Skills

Interpersonal skills

Analytical thinking

Financial planning concepts

Attention to detail

U4 compliance

Team-oriented

Industry knowledge

Education

Bachelor’s Degree

Series 65 or equivalent

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. The role involves partnering with Wealth Advisors to maintain client relationships and participate in the financial planning process across retirement, risk, tax, estate, and investments.

The position offers a hybrid schedule with 3 days in office per week and up to 2 remote days, plus potential travel. Base pay ranges from $80,000 to $90,000 with eligibility for an annual bonus and comprehensive