Position Summary

Focus 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 Responsibilities

• Develop, revise, and present financial plans through planning software
• Ability to create and deliver tax, estate, and insurance planning
• Identify advanced planning opportunities and develop internal best practices
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Mastery of technology stack offered, including CRM system and custodian websites
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Independently interact and communicate with clients through emails, calls, and client presentations
• Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.
• Ability to business develop in a team environment.  
• Lead a select number of client relationships
• Lead the development of financial planning recommendations to clients

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent
• 4+ years of financial service experience
• CFP® or equivalent (ChFC or CPA + PFS) preferred
• Proven experience in financial analysis, modeling, and strategic planning
• Strong understanding of investment strategies, risk management, tax planning, and estate planning
• Excellent analytical skills and attention to detail
• Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients 
• Team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Proficiency in financial software and tools for modeling and analysis, as well as CRM tools

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $75,000 - 80,000/year.  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. 

#LI-CB1

Position Summary

NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network. NorthCoast Asset Management is seeking a Hybrid Wholesale. The Hybrid Wholesaler serves as a bridge between internal and external distribution, combining virtual coverage, targeted in‑person meetings, and territory management responsibilities. This role is designed to scale advisor coverage, deepen relationships and drive asset growth across key channels (Wirehouse, RIA, and Broker‑Dealer). 

This position requires a presence in the Stamford office five days a week. 

Primary Responsibilities

Advisor Coverage & Relationship Management

• Manage and grow relationships with a defined book of financial advisors across assigned territories
• Conduct proactive outreach via phone, video meetings, and targeted in‑person visits
• Identify opportunities to deepen engagement across strategies and platforms
• Support advisor onboarding, education, and implementation of firm strategies

Sales & Asset Growth

• Drive net flows through consistent advisor engagement and opportunity identification
• Identify cross‑sell and upsell opportunities within existing relationships
• Track pipeline activity and advance opportunities toward funded AUM

Product & Market Education

• Deliver compliant product education and positioning across the firm’s investment lineup
• Discuss market themes, volatility, and portfolio implications with advisors
• Support due diligence conversations and follow‑up requests
• Coordinate product‑specific deep dives with portfolio managers or specialists as needed

Territory & CRM Management

• Maintain accurate CRM records (calls, meetings, follow‑ups, pipeline)
• Segment advisors by opportunity, activity, and strategic importance
• Monitor territory metrics including activity levels, flows, and conversion rates
• Prepare meeting recaps and internal updates for sales leadership

Internal Collaboration

• Work closely with:
• External Wholesalers
• Sales Management
• Marketing & Sales Enablement
• Portfolio & Product Teams
• Compliance and Operations
• Participate in territory calls, sales meetings, and training sessions
• Provide field feedback on advisor sentiment, competitor activity, and product positioning

Qualifications

• Bachelor’s Degree
• 4+ years in asset management, wholesaling, or financial services sales
• Experience covering wirehouses, RIAs and broker‑dealers advisors
• Strong understanding of investment products and portfolio construction
• Proven ability to drive advisor engagement and asset growth
• Highly organized, consultative, and relationship‑driven
• FINRA licenses (Series 6/7, 63/66) 
• Clean U4

The Hybrid Wholesaler is an exempt position. The annualized base pay range for this role is expected to be between $90,000/year + incentive/bonus  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. 

#LI-KP1

Position Summary

NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network.

This role can work remote but does require travel throughout the Pacific Northwest

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $110,000 - $120,000/year.  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. 

#LI-KP1

Position Summary

The Director, Advisory Leadership Team serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth, and the seamless execution of advisory-led client experiences. This role serves as a strategic and accountability partner to Wealth Advisors and their teams across regions, driving the delivery of annual business planning processes to establish foundational consistency, set goals, and define accountabilities. The Director plays a central role in achieving net organic growth targets and fostering the development of our advisory teams, aligning their goals with the firm’s strategic objectives and driving team effectiveness. 

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. Approximately 25% travel, with the possibility of additional travel depending on business needs. 

Primary Responsibilities

• Adopt firm-wide vision and collaborate with senior leadership to align and execute on broad-scale goals and priorities. 

• Execute and deliver business plans to regional advisory teams, tracking OKRs and annual goals. 

• Lead the annual budget planning process for regional advisory teams, ensuring financial resource accountability. 

• Champion regional growth initiatives to meet firm objectives. 

• Develop action plans for consultative practice management, promoting continuous advisor and team development. 

• Facilitate transition and succession planning alongside Transition Advisors for regional teams. 

• Collaborate with the Onboarding, Integration, and Transactions teams to ensure smooth transitions for new firms. 

• Conduct regular meetings with Wealth Advisors to track goals and ensure progress towards objectives. 

• Ensure the promotion and adherence to strong compliance practices. 

• Work closely with Managers on the Advisory Leadership Team on resource planning and workforce management. 

• Coach and mentor advisors with timely and thoughtful feedback and guidance. 

• Advocate for advisors and give voice and context to their diverse perspectives and experiences within the firm. 

• Operate within a solutions-oriented framework to eliminate barriers for advisors, supporting exceptional client service and maximizing team efficiency and effectiveness. 

• Lead the partnership with other departments to implement best practices and manage new firm rollouts. 

• Connect advisors to available training and resources to equip them with the skills and knowledge needed to effectively manage their practice and stay aligned with the evolving firm.  

• Participate actively within the Advisory Leadership Team as a collaborative, results-oriented leader. 

• Develop and analyze meaningful practice metrics to help advisory teams achieve their goals.  

• Cultivate a culture that reflects the firm's values, ensuring they are embraced within the advisory community. 

Qualifications

• Bachelor’s degree  

• Advanced credentials such as CFP, CFP or CPA is preferred but not required.  

• 10+ years of work experience preferred in a relevant position.  

• Proven leadership experience in financial services or wealth management. 

• Strong strategic planning skills and experience developing and implementing high-level business objectives. 

• Excellent communication and interpersonal skills, with the ability to engage and collaborate with all levels of management and support teams. 

• Experience in budget management, strategic planning, and team development. 

• Ability to solve complex problems, manage projects, and drive results in a dynamic environment. 

• Commitment to fostering a diverse and inclusive workplace. 

This position is an exempt position. The annualized base pay range for this role is expected to be between $165,000 - $185,000 per year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KT1

Position Summary

Focus 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

This position is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000 per year base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KT1

Position Summary

Focus 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000/year. 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. 

#LI-CH1

Position Summary

The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our financial planning philosophies, and organizer of best practices.

Primary Responsibilities

• Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy.
• Resource for other AWAs at Focus Partners Wealth.
• Create, edit, and present financial plans created with MoneyGuideElite, Orion, and Holistiplan.  
• Creates a personalized Investment Policy Statement and holistic investment strategy for each client.
• Ability to independently lead client communications and interactions. 
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
• Determine asset allocation based on clients’ needs, willingness & ability to take risk.
• Diligent recording of client communication and information within client relationship management platform.
• Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.
• Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner.
• Engages in business planning efforts and actively supports the firm’s strategic priorities.
• Ability to meet with clients in person. Some travel may be required. 

Qualifications

• Bachelor's Degree
• 2+ years financial planning experience
• Series 65
• Strong interpersonal communication skills; team-orientated approach 
• Knowledge of financial industry, financial products, and financial planning concepts
• Clean U4

This position is an exempt position.The annualized base pay range for this role is expected to be between $70,000-$80,000 base salary compensation range. 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. 

#LI-CB1

Position Summary

Focus 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $90,000 - $110,000/year.  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, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KT1

Position Summary

Focus 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required.

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• 2+ years of tax experience and CPA designation preferred
• Ability to speak an Asian language (primarily Mandarin) preferred
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $86,000 - $110,000 per year.  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, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KT1

Position Summary

Focus 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• 2+ years of tax experience and CPA designation preferred
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

This position is an exempt position. The annualized base pay range for this role is expected to be between $91,600 - $107,200 per year base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KT1

Position Summary

Focus 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $93,800 - $107,200 per year.  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, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KT1

Position Summary

Focus 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $86,100 - $107,200 per year.  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, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KT1

Position Summary

The Business Development Associate plays a crucial role by providing sales support to the Business Development team, furthering the Focus Partners Wealth brand by delivering an outstanding client experience and helping to drive growth and success for the firm within the firm’s custodial referral network programs.

Primary Responsibilities

• Engage with Financial Consultants (FCs) as well as the end-clients through proactive outreach & ongoing communication.
• Provide ongoing sales support to the Business Development Team including but not limited to: scheduling, prospecting, marketing, event coordination, and analytics.
• Utilize CRM and other technologies for all data entry and internal workflow: pipeline & task management, and ongoing client communications.
• Coordinate across business lines with Financial Consultants, Business Development Team and Advisor Teams.

Basic Qualifications

• 2 years administrative work experience (including internships); financial services experience is a plus.
• Associate or bachelor's degree required. 
• Proficiency in Microsoft Suite.
• Experience with CRM system; Salesforce preferred.
• Strong attention to detail, communication, problem-solving, and analytical skills.
• Excellent written and verbal communication skills.
• Ability to multi-task under pressure, work independently, and work in a team environment.
• Self-starter, energetic, and assertive.
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.

The annualized base pay range for this role is expected to be $60,000. 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, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KT1

Position Summary

Focus 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $60,000 - $70,000/year. 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. 

#LI-CH1

Position Summary

Focus 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position.The annualized base pay range for this role is expected to be between $70,000 - $75,000/year. 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. 

#LI-CH1

Position Summary

Focus 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $85,000 - $95,000/year. 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. 

#LI-CH1

Position Summary

The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

• Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy.
• Resource for other AWAs at Focus Partners Wealth.
• Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan.  
• Creates a personalized Investment Policy Statement and holistic investment strategy for each client.
• Ability to independently lead client communications and interactions. 
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
• Determine asset allocation based on clients’ needs, willingness & ability to take risk.
• Diligent recording of client communication and information within client relationship management platform.
• Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.
• Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner.
• Engages in business planning efforts and actively supports the firm’s strategic priorities.
• Ability to meet with clients in person. Some travel may be required. 

Qualifications

• Bachelor's Degree
• 2+ years financial planning experience
• Series 65
• Strong interpersonal communication skills; team-orientated approach 
• Knowledge of financial industry, financial products, and financial planning concepts
• Clean U4

This position is an exempt position. 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. 

#LI-CB1

Position Summary

Focus 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $85,000/year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KP1

Position Summary

Focus 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.

This role requires a presence in the Lincoln office five days a week. 

Primary Responsibilities 

• Develop, revise, and present financial plans through planning software
• Ability to create and deliver tax, estate, and insurance planning
• Identify advanced planning opportunities and develop internal best practices
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• Ability to business develop in a team environment
• Lead a select number of client relationships
• Lead the development of financial planning recommendations to clients
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 4+ years of financial service experience
• CFP or equivalent (ChFC or CPA + PFS) preferred
• Proven experience in financial analysis, modeling, and strategic planning
• Strong understanding of investment strategies, risk management, tax planning, and estate planning
• Excellent analytical skills and attention to detail
• Strong interpersonal skills: with the ability to explain complex financial concepts to clients
• Team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Proficiency in financial software and tools for modeling and analysis, as well as CRM tools
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $76,000 - $95,000/year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KP1

Position Summary

Focus 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

This position is an exempt position. The annualized base pay range for this role is expected to be between $72,800 - $75,000/year base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education. 

#LI-KP1

Position Summary

The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

• Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy.
• Resource for other AWAs at Focus Partners Wealth.
• Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan.  
• Creates a personalized Investment Policy Statement and holistic investment strategy for each client.
• Ability to independently lead client communications and interactions. 
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
• Determine asset allocation based on clients’ needs, willingness & ability to take risk.
• Diligent recording of client communication and information within client relationship management platform.
• Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.
• Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner.
• Engages in business planning efforts and actively supports the firm’s strategic priorities.
• Ability to meet with clients in person. Some travel may be required. 

Qualifications

• Bachelor's Degree
• 2+ years financial planning experience
• Series 65
• Strong interpersonal communication skills; team-orientated approach 
• Knowledge of financial industry, financial products, and financial planning concepts
• Clean U4

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. 

#LI-CB1

Position Summary

Focus 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 Responsibilities

• Develop, revise, and present financial plans through planning software
• Ability to create and deliver tax, estate, and insurance planning
• Identify advanced planning opportunities and develop internal best practices
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Mastery of technology stack offered, including CRM system and custodian websites
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Independently interact and communicate with clients through emails, calls, and client presentations
• Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.
• Ability to business develop in a team environment.  
• Lead a select number of client relationships
• Lead the development of financial planning recommendations to clients

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent
• 4+ years of financial service experience
• CFP® or equivalent (ChFC or CPA + PFS) preferred
• Proven experience in financial analysis, modeling, and strategic planning
• Strong understanding of investment strategies, risk management, tax planning, and estate planning
• Excellent analytical skills and attention to detail
• Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients 
• Team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Proficiency in financial software and tools for modeling and analysis, as well as CRM tools

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $60,000 - $125,000/year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-CH1

Position Summary

Focus 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $60,000 - $125,000/year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-CH1

Position Summary

Focus 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $60,000 - $125,000/year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-CH1

Position Summary

Focus Partners Wealth is seeking a Client Service Associate. The Client Service Associate (CSA) is responsible for assisting with client service tasks in conjunction with and as assigned by Client Service Specialists. The Client Service Associate provides active assistance to wealth advisors and Client Service Specialists.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

• Ensures meeting follow-up is delegated and completed promptly. Facilitates task delegation and ensures prompt and complete follow-through.
• Coordinates materials and reports for performance review process.
• Manage RMD project for clients.
• Prepares custodian paperwork. Monitors and follows up through completion.
• Client maintenance. Responsible for keeping all systems as well as advisor, operational team and relevant custodians up to date with client changes, requests, information updates, etc. All client correspondence, requests, tasks, etc. to be documented via Salesforce and filed in Firm’s Directory. Set up client portals in Orion.
• Ability to operate computers using Microsoft Office including Outlook, Word, Excel, and all additional relevant and required computer hardware/software.
• Ability to work in a fast-paced environment with extreme attention to detail and be able to multi-task with several team members and departments.
• Contributes to a team effort. Interacts with other employees to promote smooth workflow, identify, and resolve problems, advance the firm’s image and accomplish results which support the goals of the company.
• Possesses a working knowledge of compliance and operational policies and procedures and abides by them while fulfilling this position’s various responsibilities.

Qualifications

• Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations.
• Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
• Client Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
• Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
• Dependability - Takes responsibility for own actions; Completes tasks on time or notifies appropriate person with an alternate plan.
• Language Skills: Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
• Mathematical Skills: Ability to calculate figures and amounts such as discounts, interest, commissions, proportions and percentages.
• Reasoning Ability: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
• Computer Skills: To perform this job successfully, an individual should have knowledge of Accounting software; Contact Management systems; Database software; Internet software; Spreadsheet software and Word Processing software.

This position is a non-exempt position. The annualized base pay range for this role is expected to be between $55,000-$60,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KP1

Position Summary

The Business Development Associate plays a crucial role by providing sales support to the Business Development team, furthering the Focus Partners Wealth brand by delivering an outstanding client experience and helping to drive growth and success for the firm within the firm’s custodial referral network programs.

Primary Responsibilities

• Engage with Financial Consultants (FCs) as well as the end-clients through proactive outreach & ongoing communication.
• Provide ongoing sales support to the Business Development Team including but not limited to: scheduling, prospecting, marketing, event coordination, and analytics.
• Utilize CRM and other technologies for all data entry and internal workflow: pipeline & task management, and ongoing client communications.
• Coordinate across business lines with Financial Consultants, Business Development Team and Advisor Teams.

Basic Qualifications

• 2 years administrative work experience (including internships); financial services experience is a plus.
• Associate or bachelor's degree required. 
• Proficiency in Microsoft Suite.
• Experience with CRM system; Salesforce preferred.
• Strong attention to detail, communication, problem-solving, and analytical skills.
• Excellent written and verbal communication skills.
• Ability to multi-task under pressure, work independently, and work in a team environment.
• Self-starter, energetic, and assertive.
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.

The annualized base pay range for this role is expected to be $60,000. 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, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KT1

Position Summary

Focus 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $60,000 - $125,000/year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-CH1

Position Summary

Focus 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 Responsibilities

• Develop, revise, and present financial plans through planning software
• Ability to create and deliver tax, estate, and insurance planning
• Identify advanced planning opportunities and develop internal best practices
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Mastery of technology stack offered, including CRM system and custodian websites
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Independently interact and communicate with clients through emails, calls, and client presentations
• Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.
• Ability to business develop in a team environment.  
• Lead a select number of client relationships
• Lead the development of financial planning recommendations to clients

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent
• 4+ years of financial service experience
• CFP® or equivalent (ChFC or CPA + PFS) preferred
• Proven experience in financial analysis, modeling, and strategic planning
• Strong understanding of investment strategies, risk management, tax planning, and estate planning
• Excellent analytical skills and attention to detail
• Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients 
• Team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Proficiency in financial software and tools for modeling and analysis, as well as CRM tools

The Associate Wealth Advisor is an exempt position. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-CH1

Position Summary

Focus 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 Responsibilities

• Develop, revise, and present financial plans through planning software
• Ability to create and deliver tax, estate, and insurance planning
• Identify advanced planning opportunities and develop internal best practices
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Mastery of technology stack offered, including CRM system and custodian websites
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Independently interact and communicate with clients through emails, calls, and client presentations
• Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.
• Ability to business develop in a team environment.  
• Lead a select number of client relationships
• Lead the development of financial planning recommendations to clients

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent
• 4+ years of financial service experience
• CFP® or equivalent (ChFC or CPA + PFS) preferred
• Proven experience in financial analysis, modeling, and strategic planning
• Strong understanding of investment strategies, risk management, tax planning, and estate planning
• Excellent analytical skills and attention to detail
• Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients 
• Team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Proficiency in financial software and tools for modeling and analysis, as well as CRM tools

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $60,000 - $125,000/year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-CH1

Position Summary

Focus Partners Wealth is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients’ needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling clients’ financial goals. They do this by first listening to and understanding each client’s unique complexities and desires, before acting. The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development. They will initiate conversations and coordinate action plans in all aspects of a client’s financial life including goals-based planning, taxation, estate planning, and retirement.

Primary Responsibilities 

Leadership

• Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team’s business plan.
• Have both a tactical (short term) and strategic (long term) approach to team development and growth
• Establishes the optimal client experience and collaborates with team members to ensure the highest level of service
• Provides feedback and opportunities for development of Associate Wealth Advisors
• Takes ownership and accountability for client issues that arise
• Leads by example and actively participates in firm initiatives and carries forth the core values of the firm

Client Experience 

• Serve as Primary advisor on 50%+ of client relationships
• Proficient in all areas of planning and implementing financial plans for clients
• Develops a mastery of Focus Partner Wealth’s (FPW) investment philosophy
• Active utilization of FPW’s client experience framework
• Conducts Client Discovery and Wealth Planning Conversations
• Identify advanced planning opportunities and develop internal best practices
• Create, edit, and present financial plans through planning software
• Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
• Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
• Assist with client billing reviews to ensure fees are collected in a timely manner
• Consistently document client interactions and manage follow-up using the client relationship management (CRM) platform.
• The ability to meet with clients in person. Some travel may be required

Business Development

• Consistently meets and exceeds revenue and growth goals
• Develops multiple Centers of Influences which are active client referral sources
• Ability to develop new business independently and in a team environment
• Manage individual and team prospect pipeline, including the onboarding of new clients

Qualifications

• Bachelor's Degree
•  7+ years of advisory experience in the wealth management industry
• CFP® or equivalent (ChFC or CPA + PFS) required
•  Proven Business Development Skillset
•  Mastery of investment strategies, risk management, tax planning, and estate planning
• Proven experience in financial analysis, modeling, and strategic planning
• Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients
• Team-oriented approach
• Knowledge of financial services industry, financial products, and financial planning concepts
• Clean U4

This is an exempt position. The annualized base pay for this role is expected to be $110,000 - $115,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-KP1

Position Summary

Focus 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Knowledge of tax, estate, and insurance planning
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• Strong interpersonal skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Excellent analytical skills and attention to detail
• Clean U4

The Associate Wealth Advisor is an exempt position. 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. 

#LI-CH1

Position Summary

Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our team! The Senior 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. 

Primary Responsibilities

•    Create, edit, and present financial plans through planning software
•    Lead the development of financial planning recommendations to clients
•    Identify advanced planning opportunities and develop internal best practices
•    Ability to model and resolve complex financial questions and client situations
•    Serve as primary advisor for a select number of clients
•    Manage individual and team prospect pipeline, including the onboarding of new clients
•    Ability to business develop independently and, in a team environment 
•    Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
•    Mastery of technology stack offered, including CRM system and custodian websites
•    Create holistic investment strategy for each client, monitor risk tolerance over time as needed
•    Ability to independently lead daily client communications and interactions
•    Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
•    Diligent recording of client communication and information within client relationship platform
•    Resource and collaboration with other Associate Wealth Advisors (AWAs)
•    Complete client billing reviews and ensure compliance for the advisory team
•    Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
•    Independently interact and communicate with clients through emails, calls, and client presentations
•    The ability to meet with clients in person. Some travel may be required

Qualifications

•    Bachelor’s Degree
•    5+ years of financial service experience
•    CFP or equivalent (ChFC or CPA + PFS) required
•    Proven experience in financial analysis, modeling, and strategic planning
•    Strong understanding of investment strategies, risk management, tax planning, and estate planning
•    Excellent analytical skills and attention to detail
•    Strong interpersonal skills: with the ability to explain complex financial concepts to clients
•    Team-orientated approach
•    Knowledge of financial industry, financial products, and financial planning concepts
•    Experience in managing prospect pipelines and onboarding new clients
•    Business development skillset
•    Clean U4

The Senior Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $80,000 - $140,000/year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.

#LI-CH1

Position Summary

Focus 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 Responsibilities 

• Develop, revise, and present financial plans through planning software
• Ability to create and deliver tax, estate, and insurance planning
• Identify advanced planning opportunities and develop internal best practices
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• Complete client billing reviews and ensure compliance for the advisory team
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• Ability to business develop in a team environment
• Lead a select number of client relationships
• Lead the development of financial planning recommendations to clients
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 4+ years of financial service experience
• CFP or equivalent (ChFC or CPA + PFS) preferred
• Proven experience in financial analysis, modeling, and strategic planning
• Strong understanding of investment strategies, risk management, tax planning, and estate planning
• Excellent analytical skills and attention to detail
• Strong interpersonal skills: with the ability to explain complex financial concepts to clients
• Team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Proficiency in financial software and tools for modeling and analysis, as well as CRM tools
• Clean U4

The 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. 

#LI-KP1

Position Summary

The Head of Wealth Advisory is a senior executive leadership position responsible for overseeing the FPA wealth advisory function. This role has accountability to deliver revenue targets and growth ambitions for the business. It will drive the strategic direction, growth, and excellence of personalised wealth advisory services to high-net-worth (HNW)) and ultra-high-net-worth (UHNW) clients and their families.

The Head of Wealth Advisory leads an end-to-end team of wealth advisors, paraplanners, client service and operations professionals while ensuring fiduciary standards, regulatory compliance, exceptional client outcomes, and sustainable business growth. This individual serves as a key member of the senior leadership team, championing client-centric advice, innovation in financial planning & investment solutions, and the overall performance of the advisory platform.

This role can be located in Syndey, New South Wales, Australia; Brisbane, Queensland, Australia.

Primary Responsibilities

Strategic Leadership & Business Development

• Define and execute the long-term vision and strategy for the FPA Wealth Advisory team, aligning with overall business objectives and prioritising both organic and inorganic growth pathways.
• Drive organic growth in Net New Assets (NNA), revenue, and market share through new client acquisition, deepening existing relationships, expanding service offerings, and cultivating a robust referral ecosystem.
• Build and nurture high-value referral partnerships with external centers of influence (e.g., CPAs, Wills & Estates Lawyers, Consultants, and other professionals) to generate consistent, high-quality leads and enhance t
• he firm's reputation in target markets.
• Partnering with the President of Focus Partners Australia to identify, evaluate, and pursue strategic expansion opportunities through mergers and acquisitions (M&A), including assessing potential acquisition targets (e.g., complementary advisory practices or teams) and joint ventures.

Performance & Reporting

• Own P&L responsibility for the Wealth Advisory division.
• Monitor key performance indicators (KPIs) including NNA growth (organic and inorganic), revenue per advisor, referral-sourced new business, client acquisition/retention, fee realisation, profitability, and M&A pipeline/progress, process efficiency metrics (eg time saved through automation or AI adoption)
• Provide regular executive reporting and presentations to senior leadership on growth strategies, partnership outcomes, digital initiatives, M&A opportunities and operational efficiencies.

Team Leadership & Talent Development

• Lead, motivate, and mentor a high-performing team of private wealth advisors, associate advisors, paraplanners, client service and operations professionals.
• Collaborate with People & Culture (P&C) to foster a culture of growth, excellence, collaboration, continuous learning, and client-first mindset.
• With P&C establish clear performance metrics, compensation structures (including incentives tied to referrals and growth initiatives), and development programs aligned with business goals.

Client Experience & Advisory Excellence

• Ensure delivery of highly personalised, comprehensive wealth advisory services including financial planning, investment portfolio construction, retirement & legacy planning, tax-efficient strategies, risk management, philanthropy, and intergenerational wealth transfer.
• Maintain ultimate accountability for the overall client experience with a focus on client satisfaction and retention.
• Champion the business’s regulatory obligations, best-in-class advice standards and seamless integration of digital experiences (e.g client portals, automated insights) with human led advice.
• Partner with Risk & Compliance, Service Design & CX and technology teams to proactively address regulatory changes, emerging risks, service challenges and opportunities for process automation.

Qualifications

• 10+ years of progressive experience in wealth management or financial advisory services in Australia, with at least 6–8 years in senior leadership roles (e.g., Head of Advice, Head of Sales etc)
• Proven track record of building and scaling high-performing advisory teams, driving consistent FUM & revenue growth through organic channels, referral networks, and inorganic initiatives (M&A, acquisitions, or integrations).
• Demonstrated success in leveraging technology (e.g., CRM systems, AI/analytics tools, portfolio platforms, automation workflows) to drive efficiency, adviser productivity, and client outcomes.
• Experience driving teams to deliver repeatable, scalable processes to automate routine tasks, streamline operations, and support business growth.
• Expertise in comprehensive wealth planning, portfolio construction, capital markets, alternative investments, tax/estate strategies, client relationship management, and business development via professional alliances.
• Full compliance with ASIC professional standards for relevant providers (including meeting the legislated education/qualifications standard as of 1 January 2026 or via experienced provider pathway, registration on the Financial Advisers Register (FAR), and ongoing CPD obligations).
• Bachelor’s degree in Finance, Commerce, Economics, Business Administration, or related field (Master’s degree, MBA, or equivalent strongly preferred).
• Strategic thinker with strong business acumen, commercial orientation, and experience in evaluating M&A opportunities, partnership structures, and digital transformation roadmaps.
• Exceptional leadership, coaching, and people-development capabilities, with a focus on building growth oriented, client focused advisory teams
• Outstanding interpersonal and communication skills; able to build trust with sophisticated clients, advisers, external referral sources, technology partners, and C-suite executives.
• Deep understanding of the current Australian regulatory environment (ASIC, Corporations Act, best interests duty, FAR), fiduciary best practices, integration considerations in M&A, and technology-enabled compliance/risk management.
• Analytical mindset with ability to interpret performance data, market trends, deal valuation/diligence, and efficiency metrics from automated systems.
• High degree of integrity, professionalism, and commitment to ethical standards.

#LI-SF1