Associate Wealth Advisor

Focus Financial Partners

Associate Wealth Advisor working with clients to create investment and financial strategies for wealth management. Collaborating with advisors to enhance client relationships through active planning.

Posted 6/24/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $75,000 - $95,000 per yearWebsite

About the role

Key responsibilities & impact

Develop, revise, and present financial plans through planning software
Knowledge of tax, estate, and insurance planning
Create holistic investment strategy for each client
Lead client communications and interactions
Engage in advisory team business planning efforts

Requirements

What you’ll need

Bachelor’s Degree
Series 65 or equivalent within 120 days of employment
2+ years of financial planning or wealth management experience
Knowledge of financial industry, financial products, and financial planning concepts
Excellent analytical skills and attention to detail

Benefits

Comp & perks

Medical
Dental
Vision
Life insurance
401(k) plan
Flexible working hours
Paid time off
Annual cash bonus

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

financial planningwealth managementtax planningestate planninginsurance planninginvestment strategyfinancial productsfinancial planning conceptsanalytical skillsattention to detail

Soft Skills

client communicationsinterpersonal skillsleadershiporganizational skills

Certifications

Bachelor’s DegreeSeries 65