Wealth Planning Associate — Hybrid Role

LE0123 Focus Partners Wealth LLC; Lee's Summit (MO); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Hybrid schedule

Bonus potential

Benefits package

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. The role partners with Wealth Advisors to support retirement, tax, estate, and investment planning for clients, while expanding relationships through ongoing engagement.

We offer a hybrid work schedule with 3 days in the office per week and up to 2 remote days. The base pay ranges from $75,000 to $85,000 per year, with bonus opportunities and a comprehensive benefits package.

Qualifications

• Bachelor’s Degree required
• Series 65 or equivalent required
• 2+ years of financial services experience
• Strong interpersonal skills and team orientation
• Knowledge of financial planning concepts and products
• Excellent analytical skills and attention to detail
• Clean U4

Responsibilities

• Develop, revise, and present financial plans using planning software
• Create holistic investment strategies and monitor risk tolerance
• Collaborate with Portfolio Management to approve trades and tax strategies
• Maintain proficiency with the CRM and custodian platforms
• Interface with clients, ensuring high-level service and documentation
• Support advisory team business planning and participate in travel as needed

Skills

Interpersonal skills

Analytical skills

Attention to detail

Team-oriented

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. The role partners with Wealth Advisors to support retirement, tax, estate, and investment planning for clients, while expanding relationships through ongoing engagement.

We offer a hybrid work schedule with 3 days in the office per week and up to 2 remote days. The base pay ranges from $75,000 to $85,000 per year, with bonus opportunities and a comprehensive benefits package.