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 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 CRM tools and financial modeling software

Preferred Qualifications

• CFP® certification
• ChFC or CPA + PFS designation

About the Company

Focus Partners Wealth is an organization of wealth, asset, and business management resources. With over $180 billion in regulatory assets under management, the firm delivers personalized wealth planning solutions to clients across all 50 states.