Teams at Focus Partners Wealth

Support Wealth Advisors by developing and presenting financial plans, implementing retirement, tax, estate, risk, and investment strategies, monitoring portfolios, executing trades with Portfolio Management, managing client communications and CRM records, performing billing reviews, and participating in team business planning. Hybrid role with some in-person client meetings.

The Associate Wealth Advisor collaborates with Wealth Advisors to create personalized wealth strategies, manage client relationships, and ensure compliance with financial planning processes.

Partner with Wealth Advisors to develop and present comprehensive financial plans, implement retirement, tax, estate, insurance, and investment strategies, manage client relationships, execute portfolio trades and tax loss harvesting, maintain CRM records, support billing and compliance, and lead select client engagements and business development efforts.