Associate Wealth Advisor

Focus Financial Partners•Needham, MA

1d•$75,000 - $125,000•Hybrid

About The Position

Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning-centric team that creates 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 financial planning, including 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. The ability to meet clients in person is required, and some travel may be required. The Associate Wealth Advisor develops, revises, and presents financial plans; builds knowledge of the firm’s investment philosophy and technology; and works with Portfolio Management on portfolio approvals, trade recommendations, and tax-loss harvesting. The role also serves as a day-to-day client contact, leads client communications, records client information, reviews billing for compliance, and supports advisory-team business planning and firm priorities. This is an exempt position with an annualized base salary range of $75,000–$125,000. Actual pay may vary based on experience, expertise, work location, and skills. Total compensation may also include an annual cash bonus and benefits. 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.

Responsibilities

Develop, revise, and present financial plans through 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 risk tolerance over time as needed.
Develop an understanding of trading fundamentals and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax-loss harvesting.
Master the available 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.
Diligently record client communications and information 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.