Associate Wealth Advisor

1 hour, 34 minutes ago
Full-time
Junior
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.
  • Apply knowledge of tax, estate, insurance, retirement, risk management, and investment planning in client strategies.
  • Build a strong understanding of Focus Partners Wealth’s investment philosophy and apply it to client portfolios.
  • 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.
  • Develop proficiency with the firm’s technology stack, including the CRM system and custodian websites.
  • Support and collaborate with other Associate Wealth Advisors and broader team members.
  • Lead client communications and serve as the day-to-day contact for client needs.
  • Record client communications and information accurately in the client relationship management platform.
  • Complete client billing reviews, support compliance, and contribute to advisory team business planning and strategic priorities.

Requirements

  • Bachelor’s degree.
  • 2+ years of financial services experience.
  • Series 65 or equivalent within 120 days of employment.
  • Clean U4.
  • Strong interpersonal skills and a team-oriented approach.
  • Knowledge of the financial industry, financial products, and financial planning concepts.
  • Excellent analytical skills and attention to detail.
  • Ability to meet with clients in person; some travel may be required.
  • Experience with planning software, CRM systems, and custodian websites is preferred.
  • This is an exempt position.

Benefits

  • Annual cash bonus.
  • Comprehensive benefits package.
  • Medical coverage.
  • Dental coverage.
  • Vision coverage.
  • Life insurance.
  • 401(k) retirement plan.

Interested in this position?

Apply directly on the company website

Apply Now

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