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, presentations, and day-to-day interactions
• Manage client billing reviews and ensure advisory team compliance
• Support business development and strategic firm priorities

Requirements

• Bachelor’s Degree
• Series 65 or equivalent license
• 4+ years of financial service experience
• Proven experience in financial analysis, modeling, and strategic planning
• Strong understanding of investment strategies, risk management, tax, and estate planning
• Proficiency in financial modeling software and CRM tools

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.