Wealth Planning Associate – Hybrid & Client-Focused

Focus Financial Partners; Southlake (TX); Hybrid; USD 75,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

401(k)

Job summary

Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. You will collaborate with Wealth Advisors to deliver personalized wealth advice, participate in financial planning for retirement, risk management, tax, estate, and investments, and enhance client relationships.

The role supports a hybrid schedule (3 days in office per week, 2 remote days). You will work with AWAs to service clients and help implement strategic plans across multiple disciplines.

Qualifications

• Bachelors Degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial service experience.
• Knowledge of financial industry, products and planning concepts.
• Excellent analytical skills and attention to detail.
• Clean U4.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Coordinate tax, estate, and insurance planning.
• Understand Focus Partners investment philosophy and strategies.
• Create holistic investment strategies and monitor risk tolerance.
• Collaborate with Portfolio Management for portfolios and tax loss harvesting.
• Lead client communications and ensure high-quality service.
• Record client interactions in CRM and support advisory team planning.

Skills

Interpersonal skills

Team-oriented

Analytical skills

Attention to detail

Industry knowledge

Education

Bachelors Degree

Series 65 within 120 days

Tools

CRM system

Custodian websites

Job description

Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. You will collaborate with Wealth Advisors to deliver personalized wealth advice, participate in financial planning for retirement, risk management, tax, estate, and investments, and enhance client relationships.

The role supports a hybrid schedule (3 days in office per week, 2 remote days). You will work with AWAs to service clients and help implement strategic plans across multiple disciplines.