Wealth Planning Associate — Hybrid Role

LE0123 Focus Partners Wealth LLC; Cockeysville (MD); 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. You will develop and present financial plans, craft retirement, tax, estate, and investment strategies, and support client relationships in a hybrid office setting with occasional travel.

A Bachelor’s degree, Series 65 within 120 days, and 2+ years in financial services are required. You’ll master our technology stack, collaborate with AWAs, and contribute to advisory planning while delivering

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial service experience.
• Strong interpersonal skills; team-oriented 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.
• Develops a mastery of Focus Partners Wealth’s investment philosophy.
• Create holistic investment strategy for each client and monitor risk.

Skills

Interpersonal skills

Analytical skills

Education

Bachelor’s Degree

Tools

CRM system

Custodian websites

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. You will develop and present financial plans, craft retirement, tax, estate, and investment strategies, and support client relationships in a hybrid office setting with occasional travel.

A Bachelor’s degree, Series 65 within 120 days, and 2+ years in financial services are required. You’ll master our technology stack, collaborate with AWAs, and contribute to advisory planning while delivering