Wealth Planning Associate | Hybrid Schedule | Client Impact

Focus Partners Wealth; Chicago (IL); Hybrid; USD 85,000 - 90,000; Full time

Benefits offered by this job

Hybrid schedule

Annual bonus

Comprehensive benefits package

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning-centric team dedicated to personalized wealth advice for clients. The role partners with Wealth Advisors to maintain relationships, participate in financial planning, and implement retirement, tax, estate, and investment strategies.

The position offers a hybrid schedule (3 days in office weekly; up to 2 remote days), opportunities for client leadership, and collaboration across the firm’s advisory practice.

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent license.
• CFP or equivalent (ChFC or CPA + PFS) preferred.
• 4+ years of financial service experience.
• Strong understanding of investment strategies, risk management, tax and estate planning.
• Excellent analytical and interpersonal skills.
• Familiarity with financial software and CRM tools.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Create and deliver tax, estate, and insurance planning.
• Identify advanced planning opportunities and develop internal best practices.
• Master Focus Partners Wealth’s investment philosophy and strategy.
• Lead client communications and document interactions in the CRM.
• Support advisory team business planning and client service excellence.

Skills

Financial analysis

Modeling

Strategic planning

Investment strategies

Risk management

Tax planning

Estate planning

Interpersonal skills

Team collaboration

Education

Bachelor’s Degree

Series 65 or equivalent

CFP or equivalent (ChFC or CPA + PFS) preferred

Tools

CRM tools

Financial software

Modeling tools

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning-centric team dedicated to personalized wealth advice for clients. The role partners with Wealth Advisors to maintain relationships, participate in financial planning, and implement retirement, tax, estate, and investment strategies.

The position offers a hybrid schedule (3 days in office weekly; up to 2 remote days), opportunities for client leadership, and collaboration across the firm’s advisory practice.