Role Description Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! 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. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Primary Responsibilities - Develop, revise, and present financial plans through planning software - Ability to create and deliver tax, estate, and insurance planning - Identify advanced planning opportunities and develop internal best practices - Develop a mastery of Focus Partners Wealth’s (FPW) investment philosophy - Create a holistic investment strategy for each client, monitor risk tolerance over time as needed - Develop an understanding of the fundamentals of trading - Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. - Resource and collaborate with other Associate Wealth Advisors (AWAs) - Mastery of technology stack offered, including CRM system and custodian websites - Ability to independently lead client communications and interactions - Diligent recording of client communication and information within client relationship management platform - Independently interact and communicate with clients through emails, calls, and client presentations - Serve as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service - Complete client billing reviews and ensure compliance for the advisory team - Engage in advisory team business planning efforts and actively support the firm’s strategic priorities - Ability to business develop in a team environment - Lead a select number of client relationships - Lead the development of financial planning recommendations to clients Qualifications - Bachelor’s Degree - Series 65 or equivalent - 4+ years of financial service experience - CFP® or equivalent (ChFC or CPA + PFS) preferred - Proven experience in financial analysis, modeling, and strategic planning - Strong understanding of investment strategies, risk management, tax planning, and estate planning - Excellent analytical skills and attention to detail - Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients - Team-orientated approach - Knowledge of financial industry, financial products, and financial planning concepts - Proficiency in financial software and tools for modeling and analysis, as well as CRM tools Requirements - The Associate Wealth Advisor is an exempt position. - The annualized base pay range for this role is expected to be between $75,000 - $85,000/year. - Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. - The base pay is just one component of the total compensation package. - Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). - Please note that the job title is subject to change based on the selected candidate’s experience and education. Benefits - Comprehensive benefits package including medical, dental, vision, life insurance, and 401(k). - Annual cash bonus. Company Description Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services.

• Prepare monthly, quarterly, and annual financial statements in line with UK GAAP or IFRS • Lead the year-end close and coordinate with external auditors • Maintain and strengthen internal financial controls • Reconcile balance sheet accounts and resolve discrepancies promptly • Support the CFO with ad hoc financial analysis and reporting

• Serve as the primary finance business partner to senior leadership for one or more business verticals, providing financial guidance and strategic decision support. • Lead the full FP&A cycle, including annual budgeting, quarterly forecasting, long-range planning, monthly reporting, and variance analysis. • Translate business objectives into financial plans, KPIs, dashboards, and actionable performance metrics. • Partner with operations, sales, procurement, and other functional leaders to identify opportunities for revenue growth, margin expansion, cost optimization, and operational efficiency. • Develop financial models and business cases to support strategic initiatives, capital investments, pricing decisions, organizational changes, and headcount planning. • Provide insightful analysis and recommendations to support executive decision-making and long-term business growth. • Drive financial visibility and accountability through accurate reporting, forecasting, and performance measurement. • Ensure compliance with company financial policies, reporting standards, and internal controls while supporting month-end close, audits, and governance activities. • Lead, mentor, and develop a high-performing finance team, fostering a culture of accountability, collaboration, and continuous improvement. • Improve financial systems, reporting processes, and analytical capabilities through automation, standardization, and enhanced use of planning and business intelligence tools. • Partner with corporate finance and executive leadership to support strategic planning, acquisitions, integrations, and other enterprise-wide initiatives as needed.

• Process and validate high-volume payments and reimbursements, ensuring accuracy and organization in the workflow • Validate reimbursement invoices and receipts for domestic and international cards • Assist with operational bank reconciliations • Record and track financial transactions in the ERP (Oracle) • Contribute to the organization and improvement of the team's financial processes