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 Needham, MA, and offers a hybrid work schedule, requiring three days in the office per week.

Key responsibilities include developing and presenting comprehensive financial plans, implementing strategies in retirement, risk management, tax, estate, and investment planning, and maintaining active client relationships. The role also entails creating holistic investment strategies, monitoring risk tolerance, and collaborating with the Portfolio Management team on trade recommendations and tax loss harvesting.

Candidates should possess a Bachelor's Degree, Series 65 or equivalent certification within 120 days of employment, and at least two years of financial service experience. Strong interpersonal skills, knowledge of financial products and planning concepts, excellent analytical abilities, and a clean U4 are also required.

The annual base salary for this exempt position ranges from $60,000 to $125,000, depending on experience and qualifications. Additional compensation may include an annual cash bonus and a comprehensive benefits package featuring medical, dental, vision, life insurance, and a 401(k) plan.

Focus Financial Partners is a leading financial services firm offering integrated wealth management, family office, and business management services. The company emphasizes a client-first fiduciary philosophy, providing personalized solutions to navigate complex financial situations.