Senior Associate Wealth Advisor

Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our team. This role offers an exciting opportunity to collaborate with a planning-centric team dedicated to delivering personalized wealth advice tailored to each client's unique goals and aspirations. The position involves working closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.

Key responsibilities include creating, editing, and presenting financial plans using planning software, leading the development of financial planning recommendations, and identifying advanced planning opportunities. The Senior Associate Wealth Advisor will also serve as the primary advisor for a select number of clients, manage individual and team prospect pipelines, and develop holistic investment strategies aligned with each client's risk tolerance and objectives.

Candidates must possess a Bachelor's Degree and have over five years of financial service experience. A Certified Financial Planner (CFP) designation or equivalent (ChFC or CPA + PFS) is required. The ideal candidate will have proven experience in financial analysis, modeling, and strategic planning, along with a strong understanding of investment strategies, risk management, tax planning, and estate planning. Excellent analytical skills, attention to detail, and strong interpersonal abilities are essential.

The annualized base pay range for this role is expected to be between $80,000 and $140,000. Actual base pay may vary based on factors including experience, subject matter expertise, geographic location, and the applicant's skill set. The base pay is just one component of the total compensation package, which may also include an annual cash bonus and a comprehensive benefits package, including medical, dental, vision, life insurance, and 401(k).