Focus Partners Wealth - Associate Wealth Advisor
Requirements
• 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 • 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.#LI-CH1 • 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. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.
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
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