Associate Wealth Advisor

Develop, revise, and present financial plans; create holistic investment strategies; monitor risk tolerance and collaborate with Portfolio Management to approve and execute portfolios, including tax-loss harvesting. Lead client communications, document interactions in CRM, manage day-to-day client needs, and support advisory team planning. Travel to meet clients as needed and maintain compliance and billing reviews. Proficiency with planning software, investment concepts, and CRM/custodian platforms; strong interpersonal skills and team orientation. The role includes ability to meet with clients in person and work within FPW’s hybrid model (3 days in office per week, with option to work remotely 2 days per week).