Associate Wealth Advisor

2 hours, 14 minutes ago
Full-time
Mid Level
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 and deliver tax, estate, and insurance planning recommendations.
  • Identify advanced planning opportunities and develop internal best practices.
  • Build a strong understanding of the firm’s investment philosophy and apply it to client strategies.
  • Create 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.
  • Lead client communications, presentations, and day-to-day interactions independently.
  • Maintain accurate client records and communication notes in the CRM platform.
  • Serve as the primary contact for client needs and collaborate with team members to deliver high-level service.
  • Complete client billing reviews, support compliance activities, and contribute to advisory team business planning.
  • Lead a select number of client relationships and help develop financial planning recommendations.

Requirements

  • Bachelor’s degree.
  • Series 65 or equivalent.
  • 4+ years of financial services experience.
  • CFP® or equivalent credential preferred, including 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 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 with financial software and tools for modeling and analysis, as well as CRM tools.

Benefits

  • Annualized base pay range of $60,000 to $125,000 per year.
  • Annual cash bonus opportunity.
  • Comprehensive benefits package.
  • Medical, dental, and vision insurance.
  • Life insurance.
  • 401(k) retirement plan.
  • Reasonable accommodations for applicants and employees with disabilities.

Interested in this position?

Apply directly on the company website

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