Associate Wealth Advisor

Focus Partners Wealth•Deerfield, IL

2d•Hybrid

About The Position

Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning-centric team that develops personalized wealth advice based on each client’s goals and aspirations. The role partners closely with Wealth Advisors to maintain and enhance client relationships through active participation in financial planning, including developing and implementing strategies in retirement, risk management, tax, estate, and investment planning. The position supports client relationships and advisory team operations, including independently leading client communications, serving as the day-to-day contact for client needs, coordinating with colleagues, and maintaining accurate client records. The role also contributes to team business planning and the firm’s strategic priorities. The position is exempt and offers a hybrid work schedule: three days in the office per week, with the option to work remotely two days per week, or as assigned by the team leader. In-person client meetings are required, and some travel may be required.

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 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 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.
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.