Focus Financial Partners - Associate Wealth Advisor

• Develop, revise, and present financial plans through planning software • Knowledge of tax, estate, and insurance planning • Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy • Create 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. • Mastery of technology stack offered, including CRM system and custodian websites • Resource and collaboration with other Associate Wealth Advisors (AWAs) • Ability to independently lead client communications and interactions • Diligent recording of client communication and information within client relationship management platform • Service 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 • The ability to meet with clients in person. Some travel may be required