Associate Wealth Advisor

Focus Partners Wealth•Kansas City, KS

3d•Hybrid

About The Position

Focus Partners is seeking an Associate Wealth Advisor to join its team in Kansas City, Missouri. The role partners closely with Wealth Advisors to maintain and enhance client relationships through active participation in financial planning. It includes creating and implementing strategies for retirement, risk management, tax, estate, and investment planning. The team is planning-centric and works to provide personalized wealth advice based on clients’ goals and aspirations. The position follows a hybrid work model: three days per week in the office, with the option to work remotely two days per week, or as assigned by the team leader. The role is exempt and requires the ability to meet with clients in person; some travel may be required. Focus Partners provides wealth, asset, and business management resources, research-backed investment strategies, custom-built portfolios, and personalized wealth planning solutions to clients across the United States.

Requirements

Bachelor’s degree.
Series 65 or equivalent is required.
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 using planning software.
Apply knowledge of tax, estate, and insurance planning.
Develop mastery of Focus Partners Wealth’s investment philosophy.
Create holistic investment strategies for clients and monitor their risk tolerance over time as needed.
Develop an understanding of trading fundamentals.
Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax-loss harvesting.
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 actively support the firm’s strategic priorities.
Meet with clients in person; some travel may be required.