Associate Wealth Advisor I

Focus Financial Partners•Cincinnati, OH

9d•$70,000 - $80,000•Hybrid

About The Position

Focus Partners Wealth is seeking an Associate Wealth Advisor to work with a planning-centric team and provide personalized wealth advice based on clients’ goals and aspirations. The role partners closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. It involves creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. The position follows a hybrid schedule: three days per week in the office and the option to work remotely two days per week, or as assigned by the team leader. Some travel may be required, and the role requires the ability to meet with clients in person. This is an exempt position. The annualized base salary range is $70,000–$80,000; actual pay may vary based on experience, subject matter expertise, work location, and skill set. Additional compensation may include an annual cash bonus and benefits such as medical, dental, vision, life insurance, and a 401(k). The job title may change based on the selected candidate’s experience and education.

Requirements

Bachelor’s degree.
Series 65 or equivalent within 120 days of employment.
At least 2 years of financial services experience.
Strong interpersonal skills and a team-oriented approach.
Knowledge of the financial industry, financial products, and financial planning concepts.
Excellent analytical skills and attention to detail.
Clean U4.
Ability to meet with clients in person.

Responsibilities

Develop, revise, and present financial plans using planning software.
Apply knowledge of tax, estate, and insurance planning.
Develop mastery of Focus Partners Wealth’s investment philosophy.
Create a holistic investment strategy for each client and monitor changes in risk tolerance as needed.
Develop an understanding of trading fundamentals and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax-loss harvesting, and related work.
Master the technology stack, including the CRM system and custodian websites.
Serve as a resource and collaborate with other Associate Wealth Advisors.
Independently lead client communications and interactions.
Record client communications and information diligently in the client relationship management platform.
Serve as the day-to-day contact for client needs and collaborate with team members to provide a high level of client service.
Complete client billing reviews and ensure compliance for the advisory team.
Participate in advisory team business planning and support the firm’s strategic priorities.
Meet with clients in person; some travel may be required.