Position Summary
Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.
Primary Responsibilities
- Develop, revise, and present financial plans through planning software
- Ability to create and deliver tax, estate, and insurance planning
- Identify advanced planning opportunities and develop internal best practices
- Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
- Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
- Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
- Resource and collaboration with other Associate Wealth Advisors (AWAs)
- Mastery of technology stack offered, including CRM system and custodian websites
- Ability to independently lead client communications and interactions
- Diligent recording of client communication and information within client relationship management platform
- Independently interact and communicate with clients through emails, calls, and client presentations
- Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service
- Complete client billing reviews and ensure compliance for the advisory team
- Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.
- Ability to business develop in a team environment.
- Lead a select number of client relationships
- Lead the development of financial planning recommendations to clients
Qualifications
- Bachelor’s Degree
- Series 65 or equivalent
- 4+ years of financial service experience
- CFP® or equivalent (ChFC or CPA + PFS) preferred
- 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 communication skills: with the ability to explain complex financial concepts to clients
- Team-orientated approach
- Knowledge of financial industry, financial products, and financial planning concepts
- Proficiency in financial software and tools for modeling and analysis, as well as CRM tools
The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $80,000 - 92,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
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About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Skills Required
- Bachelor's Degree
- Series 65 or equivalent
- 4+ years of financial service experience
- CFP® or equivalent preferred
- 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 communication skills
- Team-orientated approach
- Knowledge of financial industry, financial products, and financial planning concepts
- Proficiency in financial software and tools for modeling and analysis, as well as CRM tools
Focus Financial Partners Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Focus Financial Partners and has not been reviewed or approved by Focus Financial Partners.
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Fair & Transparent Compensation — Pay is presented with clear salary bands in multiple public job postings across roles and locations, aligning with typical ranges for similar industry titles. Role-level transparency spans client service, trading, and corporate/transaction positions.
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Affordable Benefits — Health insurance is characterized as affordable alongside favorable commentary on the overall package. Core coverage includes medical, dental, vision, life insurance, and a 401(k) noted in corporate postings.
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Wellbeing & Lifestyle Benefits — Broader total rewards include paid volunteer time, an in-house headquarters gym, wellness amenities such as lactation rooms and healthy snacks, and tuition assistance/training investment. These elements indicate attention to employee wellbeing beyond core insurance.
Focus Financial Partners Insights
What We Do
Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
