RemoteLeaf Logo
Log in Sign up

Associate Wealth Advisor

2 months, 2 weeks ago
United States
Full-time
Mid Level
Financial Analyst
Finance and Accounting
CRM
Apply Now
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
View All Jobs 16

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 develop internal best practices.
  • Build a strong understanding of the firm’s investment philosophy and apply it in client work.
  • 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.
  • Use the CRM system and custodian websites effectively and maintain accurate client records.
  • Lead client communications and interactions and serve as a day-to-day contact for client needs.
  • Complete client billing reviews and support compliance for the advisory team.
  • Support advisory team business planning and the firm’s strategic priorities.

Requirements

  • Bachelor’s degree.
  • Series 65 or equivalent within 120 days of employment.
  • 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 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, modeling and analysis tools, and CRM tools.
  • Clean U4.

Benefits

  • Annualized base pay expected between $60,000 and $125,000.
  • Eligibility for an annual cash bonus.
  • Comprehensive benefits package.
  • Exempt position.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

SSC Egypt

Real Estate Financial Consultant

SSC Egypt 11-50 IT Services

A real estate financial consultant will analyze the company’s financial position and projects to assess risks and opportunities and design financing and investment structures that improve profitability and capital efficiency.

Egypt Lead Financial Analyst
16 hours, 39 minutes ago
Uptalent

Remote Cost Management Specialist

Uptalent 11-50 Construction & Engineering

Uptalent.io is seeking a Remote Cost Management Specialist to analyze project costs for commercial, interior design, and architectural work while helping teams build budgets, control expenses, and improve project efficiency.

Colombia Honduras Peru Mexico Argentina Full-time Mid Level Financial Analyst
16 hours, 54 minutes ago
Mindrift.ai: Be the “I” in AI

Portfolio Manager - Freelance AI Trainer

Mindrift.ai: Be the “I” in AI Internet Software & Services

Mindrift is seeking English-proficient financial specialists for project-based AI evaluation work that tests and improves investment-related systems.

France Part-time Junior Financial Analyst Training Manager
Up to $125k
16 hours, 54 minutes ago
Coforge

Senior IT Finance Analyst

Coforge 10K-50K IT Services

Coforge is hiring a remote Senior IT Finance Analyst in Bolivia to support IT financial reporting, analysis, and governance for leadership and cross-functional teams.

Bolivia Full-time Mid Level Financial Analyst
Power BI SAP Tableau
17 hours, 9 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