Wealth Planning Associate — Hybrid, Client Strategy

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

Benefits offered by this job

Annual bonus

Medical, dental, vision insurance

Life insurance

401(k)

Hybrid schedule

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning centric team in Connecticut. The role involves partnering with Wealth Advisors to maintain and enhance client relationships through the financial planning process, including retirement, risk management, tax, estate, and investment planning.

The position offers a hybrid schedule with 3 days in office per week and up to 2 remote days, plus base pay between $75,000 and $85,000, with potential bonus and comprehensive

Qualifications

• Bachelor’s Degree is required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial service experience.
• Tax preparation experience preferred.
• Clean U4.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Identify opportunities and develop internal best practices in retirement, tax, estate, and investment planning.
• Lead client communications and interactions, and collaborate with team members to ensure high client service.
• Manage client billing reviews and ensure compliance for the advisory team.
• Support firm strategic priorities and contribute to business planning.

Skills

Interpersonal skills

Team-oriented

Analytical skills

Attention to detail

Knowledge of financial industry

Education

Bachelor’s Degree

Series 65 or equivalent

Tools

CRM system

Custodian websites

Planning software

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning centric team in Connecticut. The role involves partnering with Wealth Advisors to maintain and enhance client relationships through the financial planning process, including retirement, risk management, tax, estate, and investment planning.

The position offers a hybrid schedule with 3 days in office per week and up to 2 remote days, plus base pay between $75,000 and $85,000, with potential bonus and comprehensive