Associate Wealth Advisor

Associate Wealth Advisor

Wellesley, MA

Focus Partners Wealth seeks a motivated and qualified individual for the position of Associate Wealth Advisor. The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. The Associate Wealth Advisor provides a high level and broad range of technical and client management support to a financial counseling team and assists in managing all aspects of a client relationship.

Primary Responsibilities

• Development and implementation of financial planning solutions for clients and the ability to perform complex research and financial analysis related to those solutions
• Developing an advanced understanding of investments, taxation, and estate planning, as well as the company’s investment strategies
• Active communication with clients in meetings, presentations, and generally as part of ongoing client-relationship management
• Coordination of the management of client portfolios with the investment professionals of the firm
• Federal and state income tax planning
• Learning the full range of the company’s services and capabilities offered to clients and prospective clients
• Helping the team identify new business opportunities and assisting in the closing process

Qualifications

• Bachelor’s Degree in business, finance, or a related field desirable or an equivalent amount of education and/or work experience
• An understanding of financial planning and investments
• Two+ years of relevant work experience
• Strong analytical skills, notable attention to detail, and self-initiated follow-through

The Position Prefers

• Candidates with, or working towards a CPA, JD, MST, or CFP®
• Experience serving high net worth clients
• Experience with tax planning and estate planning

The annualized base pay range for this role is expected to be between $70,000 - $80,000.  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. 

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.