Wealth Planning Associate — Hybrid, Client-Focused Advisory

Focus Partners Wealth; Kirkland (WA); Hybrid; USD 96,000 - 110,000; Full time

Benefits offered by this job

Annual bonus potential

Comprehensive benefits package

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning-centric team in Kirkland, WA. You will work with Wealth Advisors to deepen client relationships through comprehensive financial planning, including retirement, risk, tax, estate, and investments.

This role emphasizes personalized service and collaborative client engagement. The position offers a hybrid schedule (3 days in office, up to 2 remote) with opportunities to enhance credentials and grow within a supportive

Qualifications

• Bachelor’s degree required; Series 65 or equivalent.
• 4+ years of financial services experience in wealth management or financial planning.
• CFP or equivalent (ChFC or CPA + PFS) preferred; CPA strongly preferred.
• Experience with high net worth and UHNW clients and complex planning needs.
• Strong knowledge of investment, tax, estate planning and risk management.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Create and deliver tax, estate, and insurance planning.
• Lead select client relationships and drive financial planning recommendations.
• Collaborate with Portfolio Management to approve and implement portfolios.
• Maintain client communications and ensure high-quality service.
• Assist with advisory team business planning and growth.

Skills

Client communication

Analytical thinking

Team collaboration

CRM proficiency

Financial software

Education

Bachelor's Degree

Tools

CRM tools

Financial modeling software

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning-centric team in Kirkland, WA. You will work with Wealth Advisors to deepen client relationships through comprehensive financial planning, including retirement, risk, tax, estate, and investments.

This role emphasizes personalized service and collaborative client engagement. The position offers a hybrid schedule (3 days in office, up to 2 remote) with opportunities to enhance credentials and grow within a supportive