Senior Associate Wealth Advisor

Focus Financial Partners•Needham, MA

48d•$90,000 - $140,000•Hybrid

About The Position

Focus Partners is seeking a Senior 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. It includes developing and implementing strategies in 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 may involve meeting with clients in person; some travel may be required. The annualized base salary range is $90,000–$140,000. Actual base pay may vary based on experience, subject matter expertise, work location, and skill set. Additional compensation may include an annual cash bonus and benefits such as medical, dental, vision, life insurance, and a 401(k).

Requirements

Bachelor’s degree.
At least 5 years of financial services experience.
CFP or equivalent credential required (ChFC or CPA plus PFS).
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.
Experience managing prospect pipelines and onboarding new clients.
Business development skillset.
Clean U4.

Responsibilities

Create, edit, and present financial plans using planning software.
Lead the development of financial planning recommendations for clients.
Identify advanced planning opportunities and develop internal best practices.
Model and resolve complex financial questions and client situations.
Serve as the primary advisor for a select number of clients.
Manage individual and team prospect pipelines, including onboarding new clients.
Develop business independently and within a team environment.
Develop mastery of Focus Partners’ investment philosophy and technology stack, including the CRM system and custodian websites.
Create holistic investment strategies for clients and monitor changes in risk tolerance as needed.
Independently lead daily client communications and interactions, including emails, calls, and presentations.
Develop an understanding of trading fundamentals and partner with the Portfolio Management team on portfolio approvals and execution, trade recommendations, and tax-loss harvesting.
Diligently record client communications and information in the client relationship platform.
Provide resources and collaborate with other Associate Wealth Advisors.
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.