Associate Wealth Advisor

2 hours, 12 minutes ago
Full-time
Mid Level
Finance and Accounting
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 and deliver tax, estate, and insurance planning recommendations.
  • Identify advanced planning opportunities and help establish internal best practices.
  • Develop a strong understanding of the firm’s investment philosophy and apply it to client work.
  • Build holistic investment strategies for clients and monitor risk tolerance over time.
  • Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax-loss harvesting.
  • Use the firm’s technology stack, including the CRM system and custodian websites, with a high level of proficiency.
  • Lead client communications and serve as the day-to-day contact for client needs.
  • Accurately record client communications and information in the client relationship management platform.
  • Complete client billing reviews, support compliance, and contribute to advisory team business planning and strategic priorities.

Requirements

  • Bachelor’s degree.
  • Series 65 or equivalent.
  • 4+ years of financial services experience.
  • CFP certification or equivalent preferred, such as ChFC or CPA + PFS.
  • 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 strong attention to detail.
  • Strong interpersonal and communication skills, including the ability to explain complex financial concepts to clients.
  • Team-oriented approach.
  • Proficiency with financial software, modeling and analysis tools, and CRM tools.
  • Clean U4.
  • Ability to meet with clients in person, with some travel required.

Benefits

  • Exempt position.
  • Base pay may vary based on experience, subject matter expertise, geographic location, and skill set.
  • Annual cash bonus opportunity.
  • Comprehensive benefits package.
  • Medical, dental, and vision insurance.
  • Life insurance.
  • 401(k) retirement plan.

Interested in this position?

Apply directly on the company website

Apply Now

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