Position SummaryFocus 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 ResponsibilitiesDevelop, revise, and present financial plans through planning softwareCreate and deliver tax, estate, and insurance planningIdentify advanced planning opportunities and develop internal best practicesMaster FPW's investment philosophyCreate a holistic investment strategy for each client, monitor risk tolerance over time as neededUnderstand fundamentals of trading and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.Master the technology stack offered, including CRM system and custodian websitesResource and collaborate with other Associate Wealth Advisors (AWAs)Independently lead client communications and interactionsDiligently record client communication and information within the client relationship management platformServe as the day‑to‑day contact for client needs and collaborate with team members to ensure the highest level of client serviceComplete client billing reviews and ensure compliance for the advisory teamEngage in advisory team business planning efforts and actively support the firm's strategic prioritiesBusiness develop in a team environmentLead a select number of client relationshipsLead the development of financial planning recommendations to clientsMeet with clients in person. Some travel may be required.QualificationsBachelor's DegreeSeries 65 or equivalent within 120 days of employment4+ years of financial service experienceCFP or equivalent (ChFC or CPA + PFS) preferredProven experience in financial analysis, modeling, and strategic planningStrong understanding of investment strategies, risk management, tax planning, and estate planningExcellent analytical skills and attention to detailStrong interpersonal skills: explaining complex financial concepts to clientsTeam‑oriented approachKnowledge of financial industry, financial products, and financial planning conceptsProficiency in financial software and tools for modeling and analysis, as well as CRM toolsClean U4Compensation & BenefitsThe Associate Wealth Advisor is an exempt position. The annualized base pay for this role is expected to be between $60,000 - $125,000. 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.About Focus Partners Wealth3>Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that's planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients' values, goals, motivations, and priorities at the heart of everything we do.Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.For Indiana ApplicantsIt 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 ApplicantsI 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 California ApplicantsInformation on your California privacy rights can be found hereFor Massachusetts ApplicantsIt 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 ApplicantsIf hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.For Rhode Island ApplicantsFocus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and 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.#J-18808-Ljbffr