focusfinancialpartners
Associate Wealth Advisor
At a Glance
- Location
- United States
- Experience
- 2+ years
- Compensation
- ole is expected to be between $60,000 - $125,000/year. Actual base pay could
- Posted
- 2026-02-06T16:20:06-05:00
Key Requirements
Domain Knowledge
- Finance
Benefits & Perks
al cash bonus and a comprehensive benefits package. #LI-JS1 About Focus Financial
Requirements
Bachelor’s Degree
Series 65 or equivalent within 120 days of employment
2+ years of financial service experience
Strong interpersonal skills; team-orientated approach
Knowledge of financial industry, financial products, and financial planning concepts
Excellent analytical skills and attention to detail
Responsibilities
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.
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Develop, revise, and present financial plans through planning software
About the Company
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
.
The following language is for US based roles only