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Associate Wealth Advisor

3 weeks, 6 days ago
United States
Full-time
Mid Level
Account Manager
Sales and Business Development
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
View All Jobs 13

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 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 serve as a resource to the team.
  • Lead client communications and interactions independently through emails, calls, and presentations.
  • Serve as the day-to-day contact for client needs and maintain high client service standards.
  • Record client communications and information accurately in the CRM platform.
  • Complete client billing reviews and ensure advisory team compliance.
  • Support advisory team business planning and strategic priorities.
  • Lead a select number of client relationships and financial planning recommendations.

Requirements

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

Benefits

  • Annualized base salary range of $75,000 to $85,000.
  • Annual cash bonus opportunity.
  • Comprehensive benefits package.
  • Medical, dental, and vision insurance.
  • Life insurance.
  • 401(k) retirement plan.

Interested in this position?

Apply directly on the company website

Apply Now

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