Associate Wealth Advisor

Responsibilities

• Develop, revise, and present financial plans through planning software
• Create and deliver tax, estate, and insurance planning
• Identify advanced planning opportunities and develop internal best practices
• Create holistic investment strategies and monitor risk tolerance
• Partner with Portfolio Management to execute trades and tax loss harvesting
• Lead client communications and serve as a day-to-day contact
• Manage client billing reviews and ensure compliance
• Support business development and strategic firm priorities

Requirements

• Bachelor’s Degree
• 4+ years of financial service experience
• Series 65 or equivalent within 120 days of employment
• Clean U4
• Proficiency in financial modeling, analysis, and CRM tools
• Strong understanding of investment strategies, risk management, and tax/estate planning

Preferred Qualifications

• CFP certification
• ChFC or CPA + PFS designation

About the Company

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations.