Associate Wealth Advisor

Focus Financial Partners•Parsippany, NJ

25d•$80,000 - $90,000•Hybrid

About The Position

Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning-centric team that provides 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 includes creating and implementing strategies for 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 role is exempt, and the stated annual base salary range is $80,000–$90,000. Actual pay may vary based on factors including experience, expertise, work location, and skills. Other compensation may include an annual cash bonus and a benefits package.

Requirements

Bachelor’s degree.
Series 65 license 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 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 changes in their risk tolerance.
Develop an understanding of trading fundamentals and partner with the Portfolio Management team on portfolio approvals and execution, trade recommendations, and tax-loss harvesting.
Master the technology stack, including the CRM system and custodian websites.
Share resources 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.