Wealth Planning Associate | Hybrid Role & Growth

LE0123 Focus Partners Wealth LLC

Hingham (MA)

Hybrid

USD 70,000 - 80,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. You will work with Wealth Advisors to enhance client relationships through active participation in the financial planning process and implement strategies across retirement, risk management, tax, estate, and investments.

The role supports a hybrid schedule with 3 days in office and up to 2 remote days per week, and may involve some travel.

Qualifications

Bachelor’s Degree required.
Series 65 or equivalent within 120 days of employment.
2+ years of financial service experience; strong interpersonal skills.

Responsibilities

Develop, revise, and present financial plans using planning software.
Knowledge of tax, estate, and insurance planning.
Develop a mastery of Focus Partners Wealth’s investment philosophy.
Create holistic investment strategy for each client and monitor risk tolerance.
Partner with Portfolio Management to approve and execute portfolios and tax loss harvesting.
Maintain mastery of the CRM system and custodian websites.
Collaborate with AWAs and lead client communications.
Document client interactions in CRM and ensure high-quality service.
Complete client billing reviews and support advisory team compliance.
Support advisory team business planning and firm priorities.
Meet with clients in person; travel as needed.