Associate Wealth Advisor

1 month, 2 weeks 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, insurance, and retirement planning recommendations.
  • Identify advanced planning opportunities and help develop internal best practices.
  • Build a holistic investment strategy for each client and monitor risk tolerance over time.
  • Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax-loss harvesting.
  • Collaborate with other Associate Wealth Advisors and cross-functional team members to support client service.
  • Lead client communications and interactions through email, phone calls, and presentations.
  • Serve as a day-to-day contact for client needs and maintain accurate records in the CRM platform.
  • Complete client billing reviews and support compliance for the advisory team.
  • Lead a select number of client relationships and financial planning recommendations.

Requirements

  • Bachelor’s degree.
  • Series 65 or equivalent.
  • 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 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 in financial software and modeling/analysis tools, including CRM tools.

Benefits

  • Annual base salary range of $60,000 to $125,000.
  • Annual cash bonus eligibility.
  • Comprehensive benefits package.
  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Life insurance.
  • 401(k) retirement plan.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Associate Renewal Manager, Scaled

HubSpot 5K-10K Media

HubSpot is hiring an Associate Renewal Manager, Scaled to manage a high-volume book of business, protect retention, and drive accurate, timely renewals for its scaled customer segment.

CRM Google Tag Manager HubSpot
12 hours, 45 minutes ago

Account Manager

Mitratech 1K-5K Professional Services

Mitratech is hiring a Mexico-based customer relationship and account management professional to manage renewals, grow revenue, and support enterprise customers across its legal, risk, compliance, and HR software business.

CRM
12 hours, 45 minutes ago

Associate Vice President, Client Services (Publications)

Real Chemistry 1K-5K Professional Services

Real Chemistry is hiring an Associate Vice President, Client Services to lead strategic client partnerships, portfolio performance, and team development across publications and medical affairs accounts.

12 hours, 45 minutes ago

Data Center Capacity Consultant (Remote)

Myriad360 51-250 Internet Software & Services

Myriad360 is seeking a Data Center Capacity Consultant to lead customer-facing sales and advisory work on complex data center capacity opportunities from discovery through contract execution.

CRM
13 hours 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