Associate Wealth Advisor jobs in United States
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Focus Financial Partners · 5 hours ago

Associate Wealth Advisor

positionNeedham, MA
timeFull-time
remoteHybrid
seniorityMid Level
money$95K/yr - $105K/yr
date4+ years exp

Focus Partners Wealth is a leading partnership of fiduciary wealth management and related financial services firms. They are seeking an Associate Wealth Advisor to create personalized wealth advice and enhance client relationships through active participation in the financial planning process.

Asset ManagementFinanceFinancial ServicesWealth Management
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Growth Opportunities

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

Qualification

Financial analysisInvestment strategiesTax planningEstate planningSeries 65 certificationCFP certificationFinancial software proficiencyInterpersonal skillsAttention to detailTeam-oriented approach

Required

Bachelor's Degree
Series 65 or equivalent within 120 days of employment
4+ years of financial service experience
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

Preferred

CFP or equivalent (ChFC or CPA + PFS)

Benefits

Annual cash bonus
Comprehensive benefits package

Company

Focus Financial Partners

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Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
dateFounded in 2006
location
New York, New York, USA
people-size5001-10000 employees
web-link
http://focusfinancialpartners.com

Funding

Current Stage
Public Company
Total Funding
$85M
2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M

Leadership Team

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Michael Nathanson
Chief Executive Officer
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Adam Birenbaum
President
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Recent News

Pulse 2.0
Focus Financial Partners: Adam Birenbaum Named As Incoming CEO As Michael Nathanson Transitions To Chairman
2025-12-15
Business Wire
Focus Financial Partners Announces Leadership Transition as Part of Succession Strategy
2025-12-13
PR Newswire
IFI Network Appoints Industry Leader Molly Bennard to Advisory Board
2025-11-03
Company data provided by crunchbase