Associate Wealth Advisor

Responsibilities

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

Requirements

• Bachelor's Degree
• 4+ years of financial service experience
• Series 65 or equivalent within 120 days of employment
• Clean U4
• 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 or equivalent (ChFC or CPA + PFS)

About the Company

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Part of Focus Financial Partners, the firm manages over $180 billion in regulatory assets and delivers personalized wealth planning solutions to clients across all 50 states.