Associate Wealth Advisor

Focus Partners Wealth•Boston, WA

11d•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 clients’ goals and aspirations. The role partners closely with Wealth Advisors to maintain and enhance client relationships through active participation in financial planning. It involves creating and implementing strategies across retirement, risk management, tax, estate, and investment planning. The role follows a hybrid model 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. The position is exempt and may require in-person client meetings and some travel. The annualized base salary range is $75,000–$125,000; actual pay may vary based on experience, subject matter expertise, work location, and skills. Compensation may also include an annual cash bonus and benefits. The job title may change based on the selected candidate’s experience and education.

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 a holistic investment strategy for each client and monitor 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, tax-loss harvesting, and related work.
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 ensure a high level of client service.
Complete client billing reviews and ensure advisory-team compliance.
Engage in advisory-team business planning and actively support the firm’s strategic priorities.
Meet with clients in person; some travel may be required.