Associate Wealth Advisor

The Associate Wealth Advisor role at Focus Partners Wealth involves collaborating closely with Wealth Advisors to deliver personalized financial planning services tailored to each client's unique goals and aspirations. This position is based in Grand Ledge, Michigan, and offers a hybrid work schedule, requiring three days in the office per week with the option to work remotely for the remaining two days.

Key responsibilities include developing, revising, and presenting comprehensive financial plans using planning software, as well as creating holistic investment strategies aligned with clients' risk tolerances. The role also entails mastering the firm's investment philosophy, understanding tax, estate, and insurance planning, and collaborating with the Portfolio Management team to execute trade recommendations and tax loss harvesting. Additionally, the Associate Wealth Advisor will serve as the primary day-to-day contact for client needs, ensuring the highest level of client service through diligent communication and record-keeping.

Candidates should possess a Bachelor's Degree and have at least two years of experience in the financial services industry. Obtaining a Series 65 license or equivalent within 120 days of employment is required. Strong interpersonal skills, a team-oriented approach, and excellent analytical abilities are essential. A clean U4 record is also necessary for this position.

Focus Partners Wealth offers a comprehensive benefits package, including an annual cash bonus, to complement the base salary. The firm emphasizes a client-first fiduciary philosophy, providing employees with opportunities for professional growth and development within a collaborative and supportive environment.