Associate Wealth Advisor

1 month, 2 weeks ago
Full-time
Junior
Sales and Business Development
FOCUS PARTNERS

FOCUS PARTNERS

FOCUS PARTNERS provides consulting services in business strategy, financial advisory, and mergers & acquisitions, helping clients achieve strategic goals and maximize value.

Professional Services
1-10
Founded 2005

Description

  • Develop, revise, and present financial plans using planning software.
  • Create holistic investment strategies for each client and monitor risk tolerance over time.
  • Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax-loss harvesting.
  • Build working knowledge of trading fundamentals and support portfolio execution activities.
  • Use the firm’s CRM system and custodian websites effectively.
  • Serve as a resource and collaborate with other Associate Wealth Advisors and team members.
  • Lead client communications and interactions independently.
  • Record client communications and information accurately in the client relationship management platform.
  • Act as the day-to-day contact for client needs and help ensure a high level of client service.
  • Complete client billing reviews and support advisory team compliance and business planning efforts.

Requirements

  • Bachelor’s degree.
  • 2+ years of financial services experience.
  • Series 65 or equivalent certification within 120 days of employment.
  • Knowledge of tax, estate, and insurance planning.
  • Knowledge of the financial industry, financial products, and financial planning concepts.
  • Strong interpersonal skills and a team-oriented approach.
  • Excellent analytical skills and strong attention to detail.
  • Clean U4.
  • Ability to meet with clients in person and travel as needed throughout the Pacific Northwest.
  • Experience with financial planning software, CRM systems, and custodian websites is preferred.

Benefits

  • Annual base salary of $110,000 to $120,000.
  • Annual cash bonus potential.
  • Comprehensive benefits package.
  • Remote work option.
  • Opportunity to work within the Focus Financial network.

Interested in this position?

Apply directly on the company website

Apply Now

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