Associate Wealth Advisor
Focus Partners, Oklahoma City, OK, United States
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.
Work Arrangement
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as three days in office work required per week, while giving team members the option to work remotely two 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
Develop mastery of Focus Partners Wealth’s investment philosophy
Create holistic investment strategy for each client, monitor risk tolerance over time as needed
Understand the fundamentals of trading and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax‑loss harvesting, etc.
Master the technology stack offered, including CRM system and custodian websites
Resource and collaborate with other Associate Wealth Advisors (AWAs)
Lead client communications and interactions independently
Diligently record client communication and information within the client relationship management platform
Serve 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
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
Compensation & Benefits
The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $85,000 and $95,000 per year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location, 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.
Equal Opportunity Employer
Focus is an equal‑opportunity employer and bases its employment decisions on the employee or candidate's skill set, without regard to 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, or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
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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.
Work Arrangement
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as three days in office work required per week, while giving team members the option to work remotely two 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
Develop mastery of Focus Partners Wealth’s investment philosophy
Create holistic investment strategy for each client, monitor risk tolerance over time as needed
Understand the fundamentals of trading and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax‑loss harvesting, etc.
Master the technology stack offered, including CRM system and custodian websites
Resource and collaborate with other Associate Wealth Advisors (AWAs)
Lead client communications and interactions independently
Diligently record client communication and information within the client relationship management platform
Serve 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
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
Compensation & Benefits
The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $85,000 and $95,000 per year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location, 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.
Equal Opportunity Employer
Focus is an equal‑opportunity employer and bases its employment decisions on the employee or candidate's skill set, without regard to 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, or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
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