Associate Wealth Advisor

Associate Wealth Advisor to join a planning-centric team. Responsibilities include developing, revising, and presenting financial plans using planning software; knowledge of tax, estate, and insurance planning; mastering FPW’s investment philosophy; creating holistic investment strategies, monitoring risk tolerance, collaborating with Portfolio Management to approve and execute portfolios, tax loss harvesting, and engaging in advisory team business planning. Must lead client communications, record interactions in the CRM, serve as day-to-day client contact, ensure compliant client billing, and participate in in-person client meetings (some travel). Hybrid work model defined as 3 days in office per week with 2 remote days, or as assigned. Qualifications: Bachelor’s Degree, Series 65 or equivalent within 120 days, 2+ years financial services experience, strong interpersonal skills, knowledge of financial products and planning concepts, clean U4. Compensation: annual base pay between $85,000-$105,000 plus potential bonus and benefits; title subject to change based on experience/education. Equal opportunity employer with comprehensive benefits.