Job Summary

• 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.
• 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, with 3 days in office work required per week.

Matching Summary

Salary

Base: $60,000 - $125,000 per year; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Key Requirements

• Bachelor's Degree
• Series 65 or equivalent within 120 days
• 2+ years financial service experience
• 2+ years tax experience
• CPA designation preferred
• Clean U4

Work Rights