Associate Wealth Advisor
Company: Colony Capital
Location: Southeastern
Posted on: October 30, 2025
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Job Description:
Focus Partners Wealth is seeking an Associate Wealth Advisor 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 Develops 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 collaboration 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
collaborates 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 The ability to meet
with clients in person. Some travel may be required Qualifications
Bachelor’s Degree Series 65 or equivalent within 100 days of
employment CFP® preferred; other advanced professional credentials
(e.g., CFA, CPA, PFS, JD) may be considered 4 years of direct
client-facing experience in the wealth management or investment
management industries Proven experience in financial analysis,
modeling, and strategic planning Strong understanding of investment
strategies, risk management, tax planning, and estate planning
Strong interpersonal communication skills: with the ability to
explain complex financial concepts to clients. The annualized base
pay range for this role is expected to be between $95,000-$105,000.
Actual base pay could vary based on factors including but not
limited to experience, subject matter expertise, geographic
location where work will be performed, and the applicants skill
set. The base pay is just one component of the total compensation
package for employees. Other rewards may include an annual cash
bonus and a comprehensive benefits package. Focus is a leading
partnership of fiduciary wealth management and related financial
services firms. Focus provides access to best practices, greater
resources, and continuity planning for its affiliated advisory
firms, which serve individuals, families, employers, and
institutions with comprehensive financial services. Focus firms and
their clients benefit from the solutions, synergies, scale,
economics, and best practices offered by Focus to achieve their
business objectives.
Keywords: Colony Capital, Wilmington , Associate Wealth Advisor, Accounting, Auditing , Southeastern, Delaware
