Associate Wealth Advisor

2 hours, 2 minutes 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 clients and monitor risk tolerance over time.
  • Apply knowledge of tax, estate, and insurance planning in client recommendations.
  • Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax-loss harvesting.
  • Build mastery of the firm’s investment philosophy and technology stack, including CRM and custodian websites.
  • 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.
  • Collaborate with Associate Wealth Advisors and other team members to deliver high-quality client service.
  • Complete client billing reviews and support compliance for the advisory team.
  • Participate in advisory team business planning and support the firm’s strategic priorities.

Requirements

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

Benefits

  • Annualized base pay of $110,000-$120,000 per year.
  • Annual cash bonus.
  • Comprehensive benefits package.
  • Remote work flexibility with travel throughout the Pacific Northwest.
  • Equal opportunity employer with reasonable accommodations for applicants and employees with disabilities.

Interested in this position?

Apply directly on the company website

Apply Now

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