Associate Wealth Advisor

2 hours, 47 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 strategies.
  • Identify advanced planning opportunities and develop internal best practices.
  • Build a holistic investment strategy 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.
  • Work collaboratively with other Associate Wealth Advisors and internal team members.
  • Lead client communications and interactions through email, calls, and client presentations.
  • Serve as the day-to-day contact for client needs and maintain high-quality client service.
  • Document client communications and information accurately in the CRM platform.
  • Complete client billing reviews and support compliance for the advisory team.
  • Support advisory team business planning and the firm’s strategic priorities.
  • Lead a select number of client relationships and financial planning recommendations.

Requirements

  • Bachelor’s degree.
  • Series 65 or equivalent.
  • 4+ years of financial services experience.
  • CFP® or equivalent credential 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 attention to detail.
  • Strong interpersonal communication skills with the ability to explain complex financial concepts to clients.
  • Team-oriented approach.
  • Knowledge of the financial industry, financial products, and financial planning concepts.
  • Proficiency in financial software and tools for modeling and analysis, as well as CRM tools.

Benefits

  • Annual base pay range of $60,000 to $125,000 per year.
  • Potential annual cash bonus.
  • 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

Similar Roles

Analyst (FP&A)

Eqvilent 11-50 Capital Markets

Analyst for the FP&A Team at a finance organization, supporting trading data analysis, reporting, and automation of finance operations.

Python
2 minutes ago

Senior Actuarial Analyst

Clover Health 251-1K Insurance

Clover is hiring a Senior Actuarial Analyst to support Medicare risk adjustment, revenue, and forecasting work by translating healthcare data into actuarial insights that improve member outcomes and business performance.

Python R SQL
47 minutes ago

Head of Financial Planning & Analysis (Counterpart Health)

Clover Health 251-1K Insurance

Counterpart Health is seeking a Head of Financial Planning & Analysis to lead financial strategy, planning, and performance management for a rapidly growing healthcare technology business focused on commercialization and value-based care.

1 hour, 2 minutes ago

Finance Planning and Analysis Manager - Systems

SurveyMonkey 1K-5K Professional Services

SurveyMonkey is hiring a Strategic Finance systems lead to own the migration of its financial planning models from Anaplan to Pigment and shape the company’s core planning infrastructure.

NetSuite
1 hour, 2 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers