Associate Wealth Advisor

Focus Financial Partners•Boston, MA

2d•$70,000 - $125,000•Hybrid

About The Position

Focus Partners 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, including retirement, risk management, tax, estate, and investment planning. The position leads selected client relationships and develops financial planning recommendations, while also supporting advisory team business planning and the firm’s strategic priorities. The role uses financial planning software and Focus Partners’ technology stack, including its CRM and custodian websites. The Associate Wealth Advisor collaborates with Portfolio Management on portfolio approvals, trade recommendations, and tax-loss harvesting, and serves as a day-to-day contact for client needs. The position may require in-person client meetings and some travel. 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. This is an exempt position. The annualized base salary range is $70,000–$125,000; actual pay may vary based on experience, subject matter expertise, work location, and skill set. Other compensation may include an annual cash bonus and benefits such as medical, dental, vision, life insurance, and a 401(k).

Requirements

Bachelor’s degree.
Series 65 or equivalent.
At least 4 years of financial services experience.
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 + PFS).

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’ investment philosophy.
Create holistic investment strategies for clients and monitor risk tolerance over time.
Develop an understanding of trading fundamentals and partner with Portfolio Management 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 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.