Associate Wealth Advisor

Focus Partners Wealth

Associate Wealth Advisor supporting financial planning and client relationship management for Focus Partners Wealth. Collaborating with Wealth Advisors to deliver personalized wealth advice.

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
Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
Create holistic investment strategy for each client, monitor risk tolerance over time as needed
Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
Mastery of technology stack offered, including CRM system and custodian websites
Resource and collaboration with other Associate Wealth Advisors (AWAs)
Ability to independently lead client communications and interactions
Diligent recording of client communication and information within client relationship management platform
Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
Complete client billing reviews and ensure compliance for the advisory team
Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
The ability to meet with clients in person. Some travel may be required

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
Strong interpersonal skills; team-orientated approach
Knowledge of financial industry, financial products, and financial planning concepts
Excellent analytical skills and attention to detail
Clean U4

Benefits

Comp & perks

medical
dental
vision
life insurance
401(k)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planninginvestment strategytrading fundamentalstax planningestate planninginsurance planningrisk tolerance monitoringtax loss harvestingclient billing reviewscompliance

Soft Skills

interpersonal skillsteam-orientedcommunicationleadershipattention to detailcollaborationindependent workclient serviceanalytical skillsresourcefulness

Certifications

Bachelor's DegreeSeries 65