Associate Wealth Advisor

Focus Financial Partners•Kirkland, WA

32d•$96,000 - $110,000•Hybrid

About The Position

Focus Partners is seeking an Associate Wealth Advisor to work with 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 leads a select number of client relationships and financial planning recommendations, and serves as a day-to-day client contact. The role is exempt and follows a hybrid schedule requiring three days per week in the office, 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. The expected annualized base pay range is $96,000–$110,000. Actual pay may vary based on factors such as experience, expertise, work location, and skills. Additional compensation may include an annual cash bonus and a comprehensive benefits package.

Requirements

Bachelor’s degree.
Series 65 or equivalent.
At least 4 years of financial services experience in wealth management or financial planning.
Demonstrated experience working with high-net-worth and/or ultra-high-net-worth clients and complex planning needs.
Proven experience in financial analysis, modeling, and strategic planning.
Strong understanding of investment strategies, risk management, tax planning, and estate planning.
Excellent analytical skills and attention to detail.
Strong interpersonal skills, including the ability to explain complex financial concepts to clients.
Team-oriented approach.
Knowledge of the financial industry, financial products, and financial planning concepts.
Proficiency with financial software and tools for modeling and analysis, as well as CRM tools.
Clean U4.

Nice To Haves

CFP or equivalent credential (ChFC or CPA plus PFS) preferred.
CPA strongly preferred, with demonstrated experience in tax planning and integrating tax strategies into comprehensive financial plans.

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 their risk tolerance as needed.
Develop an understanding of trading fundamentals and partner with Portfolio Management to approve and execute portfolios, trade recommendations, and tax-loss harvesting.
Master the firm’s technology stack, including its CRM system and custodian websites.
Provide 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 actively support the firm’s strategic priorities.
Contribute to 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.