Associate Wealth Advisor
- Pay
- $75,000 – $100,000 per year
- Location
- New York, NY · On-site
- Job type
- Full-time
- Level
- Entry level
- Experience
- 1+ year
- Education
- Bachelor's degree
- Listed
- 32 days ago
Skills & highlights for this role
- financial planning
- tax planning
- estate planning
- investment planning
Also useful
- eMoney
- MoneyGuidePro
Stated benefits & perks
- Medical
- Dental
- Vision
- Life insurance
- 401k
About the role
Douglas C. Lane & Associates (DCLA) was founded on the belief that we succeed only when our clients succeed. Unlike generic, mass market investment offerings, we're focused on delivering superior long-term investment results. We achieve this by utilizing proprietary fundamental research and developing truly individualized financial planning and portfolio management. We are a team of hardworking, energetic professionals who have positioned the firm for continuous growth.
DCLA is seeking an Associate Wealth Advisor to join our wealth advisory team in New York. This position provides an opportunity to work closely with senior advisors and support the delivery of comprehensive financial advice to high-net-worth individuals and families.
The Associate Wealth Advisor will play an important role in developing and executing customized financial planning strategies across retirement, tax, estate, risk management, and investment planning, while helping to strengthen and deepen long-term client relationships. This individual will also have the opportunity to gain broad exposure to the firm's wealth management processes, technology, and strategic initiatives.
This position requires employees to work four days per week in the firm's New York office.
Primary Responsibilities
- Knowledge of tax, estate and insurance planning
- Develop and revise financial plans through planning software
- Obtain a mastery of technology stack offered, including CRM system and custodian websites
- Diligent recording of client communication and information within the client relationship management platform
- Engage in advisory team business planning efforts and support the firm's strategic priorities
- Flexibility to collaborate on special projects with other areas of the Firm
Qualifications
- Bachelor's Degree
- Over one year of wealth management experience
- Active pursuit of the CFP (Certified Financial Planner) designation preferred
- Ability to communicate effectively with senior wealth advisers, portfolio managers, and clients.
- Strong interpersonal skills; have a team-oriented approach
- Knowledge of financial industry, financial products, and financial planning concepts
- Excellent analytical skills and attention to detail
- Experience creating and delivering financial plans
- Knowledge of eMoney, MoneyGuidePro, or other financial planning software strongly preferred
Pay and benefits
This position is an exempt position. The annualized base pay range for this role is expected to be between $75,000-$100,000. 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.
#LI-JS1
DCLA is part of the Focus Financial Partners' network firm community. As part of the partnership, DCLA remains independently operated but gains the support of a broader organization. Whether focused on growth, enhancing capabilities, or planning for the future, being part of Focus means you are part of something larger while still working in an entrepreneurial, firm-led environment.
About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. The Company complies fully with the Americans with Disabilities Act.
Equal opportunity and legal notices
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact.
If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.
From Focus Financial Partners's careers page, first listed on Rolev.ai on October 10, 2026. Rolev.ai is not the employer.
How Rolev.ai helps with this application
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Common questions
What is the salary for the Associate Wealth Advisor role at Focus Financial Partners?
The Associate Wealth Advisor posting at Focus Financial Partners states compensation of $75,000 – $100,000 per year. It is listed as a full-time position. Final pay may depend on location, experience, and interview evaluation on Focus Financial Partners's official career site.
Where is the Associate Wealth Advisor job at Focus Financial Partners located?
This Associate Wealth Advisor position at Focus Financial Partners is located in New York, NY (On-site). Always check Focus Financial Partners's application page for specific state eligibility or relocation policies.
What qualifications are required for Associate Wealth Advisor at Focus Financial Partners?
For the Associate Wealth Advisor role, Focus Financial Partners highlights 1+ year of relevant experience; a bachelor's degree; experience with financial planning, tax planning, estate planning, investment planning. Rolev.ai can score your existing resume against these requirements and show any skill gaps before you apply.
How do I apply for the Associate Wealth Advisor position at Focus Financial Partners?
This listing links directly to Focus Financial Partners's Greenhouse application page. You can apply directly on Focus Financial Partners's site, or use Rolev.ai to check your resume fit, generate a zero-hallucination tailored resume and cover letter for this posting, and autofill the Greenhouse application form in 1 click with the Rolev.ai Chrome extension. You always review the form and press Submit yourself.