Focus Partners Wealth - Associate Wealth Advisor
Requirements
• Bachelor’s Degree • Series 65 or equivalent within 120 days of employment • 2+ years of financial planning or wealth management experience • Strong interpersonal skills; team-orientated approach • Knowledge of financial industry, financial products, and financial planning concepts • Excellent analytical skills and attention to detail
Responsibilities
• 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
Benefits
• 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.
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