Wealth Planning Associate — Hybrid, Client-Focused

Focus Partners Wealth; West Hartford (CT); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth in West Hartford, CT is seeking an Associate Wealth Advisor to join a planning-centric team. You will support Wealth Advisors, help build client relationships, and contribute to retirement, estate, tax, and investment planning.

The role offers a hybrid schedule (3 in-office days, up to 2 remote days) with some travel and in-person client meetings as needed. Requires a Bachelor’s degree, Series 65 within 120 days, and 2+ years in financial services.

Qualifications

• Bachelor’s degree required; Series 65 within 120 days of employment.
• 2+ years of financial services experience; tax preparation experience preferred.
• Strong interpersonal and analytical skills; detail oriented; team player.
• Clean U4 on licensure background check.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Create and deliver tax, estate, and insurance planning.
• Lead client communications and develop financial planning recommendations.
• Collaborate with Portfolio Management and advisory team on portfolios and tax considerations.
• Ensure compliance, billing accuracy, and documentation in CRM.

Skills

Interpersonal skills

Analytical skills

Attention to detail

Team-oriented

Client communication

Education

Bachelor’s Degree

Tools

CRM system

Custodian websites

Job description

Focus Partners Wealth in West Hartford, CT is seeking an Associate Wealth Advisor to join a planning-centric team. You will support Wealth Advisors, help build client relationships, and contribute to retirement, estate, tax, and investment planning.

The role offers a hybrid schedule (3 in-office days, up to 2 remote days) with some travel and in-person client meetings as needed. Requires a Bachelor’s degree, Series 65 within 120 days, and 2+ years in financial services.