Associate Wealth Advisor

Focus Partners Wealth is seeking an Associate Wealth Advisor to work with a planning-centric team dedicated to creating personalized wealth advice based on each of our unique clients goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Primary Responsibilities Develop, revise, and present financial plans through planning software Ability to create and deliver tax, estate, and insurance planning Identify advanced planning opportunities and develop internal best practices Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy Create a holistic investment strategy for each client, monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Resource and collaboration with other Associate Wealth Advisors (AWAs) Mastery of technology stack offered, including CRM system and custodian websites Ability to independently lead client communications and interactions Diligent recording of client communication and information within client relationship management platform Independently interact and communicate with clients through emails, calls, and client presentations Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team business planning efforts and actively support the firm's strategic priorities. Ability to business develop in a team environment. Lead a select number of client relationships Lead the development of financial planning recommendations to clients The ability to meet with clients in person. Some travel may be required Qualifications Bachelor's Degree Series 65 or equivalent within 100 days of employment CFP® preferred; other advanced professional credentials (e.g., CFA, CPA, PFS, JD) may be considered 4+ years of direct client-facing experience in the wealth management or investment management industries Proven experience in financial analysis, modeling, and strategic planning Strong understanding of investment strategies, risk management, tax planning, and estate planning Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients. The annualized base pay range for this role is expected to be between $95,000-$105,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicants skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives.

Created: 2025-10-09