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 Atlanta, GA, and offers a hybrid work schedule, requiring three days in the office per week and the option to work remotely for 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 Focus Partners Wealth's investment philosophy, understanding tax, estate, and insurance planning, and partnering with the Portfolio Management team to execute portfolios and trade recommendations. 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 collaboration with team members.

Candidates should possess a Bachelor's Degree and have at least two years of experience in the financial services industry. Strong interpersonal skills and a team-oriented approach are essential, along with knowledge of financial products and planning concepts. A Series 65 or equivalent certification is required within 120 days of employment. Excellent analytical skills, attention to detail, and a clean U4 are also necessary for this role.

The annual base salary for this 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. Focus Partners Wealth provides a supportive environment that emphasizes professional growth and development, offering opportunities to engage in business planning efforts and support the firm's strategic priorities.