Associate Wealth Advisor

3 weeks, 4 days 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 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

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