Advisory Team Associate

Focus Partners Wealth•Kirkland, WA

2d•Hybrid

About The Position

Focus Partners Wealth is seeking a Advisory Team Associate. The Advisory Team Associate role is an exciting opportunity to join a planning-centric team dedicated to delivering personalized wealth advice aligned with each client’s unique goals and aspirations. This role plays a key part in supporting the overall advisory experience, partnering closely with Wealth Advisors, Associate Wealth Advisors, and fellow team members. Advisory Team Associates gain meaningful hands-on experience and build a strong foundation in core financial planning skills within a collaborative, client-focused environment. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Requirements

Bachelor’s Degree
Excellent analytical skills and attention to detail
Strong interpersonal communication skills
Team-orientated approach
Knowledge of financial industry, financial products, and financial planning concepts
Clean U4

Nice To Haves

Pursuit or completion of a Financial Planning program is a plus

Responsibilities

Draft financial plans for review through planning software
Basic understanding of the core tenants to financial planning
Assist advisory team in meeting preparation and client communications
Resource and collaboration with other Advisory Team Associates (ATAs)
Mastery of technology stack including custodian websites
Ability to document notes and assign responsibilities as needed within the CRM system
Basic understanding of portfolio components
Complete billing review quarterly and maintain compliance with standards
Coordinate with the client service team on service requests
Support cross-functional projects that contribute to firm-wide initiatives
Develop core financial planning skills
Support the advisory experience