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 perks 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
About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth
management, family office, and business management services. Blending deep
expertise and expansive resources with a boutique, client-first fiduciary
philosophy, Focus helps individuals, families, and institutions navigate complex
financial situations with highly personalized solutions tailored to their unique
needs. To learn more about Focus, visit
[ or
follow the company on LinkedIn
[

Focus is an equal opportunity employer and bases its employment decisions on the
employee or candidate's skillset, and without regard to an employee or
candidate's race, color, religion, sex (including pregnancy), gender identity,
sexual orientation, national origin, age, disability, genetic information,
veteran status, or any other characteristic protected by local, state and/or
federal law.

Focus complies with federal and state disability laws and makes reasonable




accommodations for applicants and employees with disabilities. If reasonable
accommodation is needed to participate in the job application or interview
process, to perform essential job functions, and/or to receive other benefits
and privileges of employment, please contact
[].

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be
found here
[

For Indiana Applicants: It is unlawful for an employer to discriminate against a
prospective employee on the basis of status as a veteran by refusing to employ
an applicant on the basis that they are a veteran of the armed forces of the
United States, a member of the Indiana National Guard or a member of a reserve
component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY
NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR
CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR
SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND
SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or
administer a lie detector test as a condition of employment or continued
employment. An employer who violates this shall be subject to criminal
penalties and civil liability.

For Montana Applicants: If hired, the employment relationship is governed by the
Wrongful Discharge from Employment Act. Mont. Code Ann. Section ********.

For Rhode Island Applicants: Focus is subject to Chapters ***** of Title 28 of
the General Laws of Rhode Island and is therefore covered by the state's
workers' compensation law. If you willfully provide false information about your
ability to perform the essential functions of the job, with or without
reasonable accommodations, you may be barred from filing a claim under the
provisions of the Workers' Compensation Act of the State of Rhode Island if the
false information is directly related to the personal injury that is the basis
for the new claim for compensation. The Company complies fully with the
Americans with Disabilities Act.

📌 Associate Wealth Advisor (Brisbane)
🏢 Focus Financial Partners
📍 Brisbane