Skills
Financial planning
Retirement planning
Client relationship management
About the Role
Focus Partners Wealth is looking for an Associate Wealth Advisor to join our planning-centric team. In this role, you’ll help deliver personalized wealth strategies aligned to each client’s goals, working closely with Wealth Advisors to strengthen relationships and support the planning process.
Responsibilities
- Collaborate with Wealth Advisors to maintain and enhance client relationships
- Assist in developing and implementing strategies across retirement, risk management, tax, estate, and investment planning
- Participate actively in the financial planning process to support client outcomes
- Help ensure client plans are organized, updated, and aligned with evolving needs
Requirements
- Interest in wealth management and financial planning
- Strong communication and relationship-building skills
- Ability to work collaboratively in a team-based environment
- Comfort working with planning concepts such as retirement, taxes, and estate considerations
Work Model & Benefits
- Hybrid schedule: 3 days in office per week with the option to work remotely 2 days per week (or as assigned)
- Opportunity to grow within a dedicated planning team
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