Associate Wealth Advisor
Focus Financial Partners, Oklahoma City, OK, United States
Job Overview
Focus Partners Wealth is seeking an Associate Wealth Advisor. The Associate Wealth Advisor role provides an exciting opportunity to collaborate with a planning-centric team dedicated to creating personalized wealth advice based on each client’s 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 Schedule
Focus offers a hybrid schedule: 3 days in the office per week and the option to work remotely for 2 days or as assigned by your team leader.
Primary Responsibilities
Develop, revise, and present financial plans using planning software.
Apply knowledge of tax, estate, and insurance planning.
Master Focus Partners Wealth’s investment philosophy.
Create holistic investment strategies for each client and monitor risk tolerance over time.
Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax loss harvesting.
Master the technology stack including CRM system and custodian websites.
Collaborate with other Associate Wealth Advisors (AWAs).
Lead client communications and interactions independently.
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 deliver high‑level 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 and travel as required.
Qualifications
Bachelor’s Degree.
Series 65 or equivalent within 120 days of employment.
2+ years of financial services experience.
Strong interpersonal skills with a team‑oriented approach.
Knowledge of financial industry, products, and 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 is $85,000–$95,000 per year, which may vary based on experience, expertise, location, and skill set. Base pay is one component of total compensation, with additional opportunities for annual cash bonus and a comprehensive benefits package.
About Focus Financial Partners
Focus is a leading financial services firm offering integrated wealth management, family office, and business management services. With deep expertise and resources, Focus delivers customized fiduciary solutions tailored to the unique needs of individuals, families, and institutions.
Equal Opportunity Employer
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other protected characteristics. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.
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Focus Partners Wealth is seeking an Associate Wealth Advisor. The Associate Wealth Advisor role provides an exciting opportunity to collaborate with a planning-centric team dedicated to creating personalized wealth advice based on each client’s 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 Schedule
Focus offers a hybrid schedule: 3 days in the office per week and the option to work remotely for 2 days or as assigned by your team leader.
Primary Responsibilities
Develop, revise, and present financial plans using planning software.
Apply knowledge of tax, estate, and insurance planning.
Master Focus Partners Wealth’s investment philosophy.
Create holistic investment strategies for each client and monitor risk tolerance over time.
Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax loss harvesting.
Master the technology stack including CRM system and custodian websites.
Collaborate with other Associate Wealth Advisors (AWAs).
Lead client communications and interactions independently.
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 deliver high‑level 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 and travel as required.
Qualifications
Bachelor’s Degree.
Series 65 or equivalent within 120 days of employment.
2+ years of financial services experience.
Strong interpersonal skills with a team‑oriented approach.
Knowledge of financial industry, products, and 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 is $85,000–$95,000 per year, which may vary based on experience, expertise, location, and skill set. Base pay is one component of total compensation, with additional opportunities for annual cash bonus and a comprehensive benefits package.
About Focus Financial Partners
Focus is a leading financial services firm offering integrated wealth management, family office, and business management services. With deep expertise and resources, Focus delivers customized fiduciary solutions tailored to the unique needs of individuals, families, and institutions.
Equal Opportunity Employer
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other protected characteristics. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.
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