Associate Wealth Advisor

Focus Financial Partners•West Hartford, CT

13d•$75,000 - $85,000•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. It involves creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. The position uses 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 position is exempt, with an annualized base salary range of $75,000–$85,000. Actual base pay may vary based on factors including experience, subject matter expertise, work location, and skill set. Base pay is one component of total compensation; other rewards may include an annual cash bonus and a benefits package. The job title may change based on the selected candidate’s experience and education. Focus Partners provides wealth, asset, and business management resources, personalized wealth planning, and research-backed investment strategies. It is part of Focus, a financial services firm providing wealth management, family office, and business management services.

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.

Nice To Haves

Tax preparation experience.

Responsibilities

Develop, revise, and present financial plans using planning software.
Create and deliver tax, estate, and insurance planning.
Identify advanced planning opportunities and develop internal best practices.
Develop mastery of Focus Partners Wealth’s investment philosophy.
Create holistic investment strategies for clients and monitor changes in risk tolerance as needed.
Develop an understanding of trading fundamentals and partner with Portfolio Management to approve and execute portfolios, trade recommendations, tax-loss harvesting, and related activities.
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.
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.
Support business development in a team environment.
Lead a select number of client relationships.
Lead the development of financial planning recommendations for clients.
Meet with clients in person; some travel may be required.