Focus Partners Wealth
Advisory Team Associate
Kirkland, WA
Sponsorship not specified$70k-$75kDetected 19 hours ago
CRMResearchCommunicationCollaboration
About the role
- The Advisory Team Associate role is an exciting opportunity to join a planning-centric team dedicated to delivering personalized wealth advice aligned with each client's unique goals and aspirations.
- This role plays a key part in supporting the overall advisory experience, partnering closely with Wealth Advisors, Associate Wealth Advisors, and fellow team members.
- Focus provides team members the flexibility to work a hybrid schedule.
Responsibilities
- Complete billing review quarterly and maintain compliance with standards
- Support cross-functional projects that contribute to firm-wide initiatives
- Support the advisory experience
- Ability to document notes and assign responsibilities as needed within the CRM system
Requirements
- Bachelor's Degree
- Knowledge of financial industry, financial products, and financial planning concepts
Nice to have
- Pursuit or completion of a Financial Planning program is a plus
Skills
- Develop core financial planning skills
Compensation
- The annualized base pay range for this role is expected to be between $70,000 - 75,000.
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This listing is sourced directly from Focus Partners Wealth's careers page and normalized into a canonical job model.