Associate Financial Advisor Jobs

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Associate Wealth Advisor

Focus Financial Partners•Chicago, IL
•$75,000 - $85,000•Hybrid
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About The Position

Focus Partners Wealth is seeking an Associate Wealth Advisor to work with a planning-centric team delivering 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 developing strategies for retirement, risk management, tax, estate, and investment planning. The position combines financial plan development and presentation with investment strategy, portfolio implementation, client service, and advisory-team support. The employee serves as a day-to-day client contact, may lead client communications independently, and may meet with clients in person. Some travel may be required. The role 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. This is an exempt position. The stated annualized base salary range is $75,000–$85,000; actual pay may vary based on experience, expertise, work location, and skills. Other compensation may include an annual cash bonus and benefits.

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 changes in risk tolerance as needed.
  • Develop an understanding of trading fundamentals and partner with the Portfolio Management team on portfolio approvals and execution, trade recommendations, and tax-loss harvesting.
  • Master the available 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.
  • Meet with clients in person; some travel may be required.

Benefits

  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Life insurance.
  • 401(k).
  • An annual cash bonus may be available.

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

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