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Associate Wealth Advisor

3 weeks, 4 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, insurance, and investment 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.
  • Work closely with other Associate Wealth Advisors and cross-functional team members to support client needs.
  • Lead client communications and interactions through emails, calls, and presentations.
  • Serve as a day-to-day contact for client needs and maintain high levels of client service.
  • Document client communications and information in the CRM system.
  • Complete client billing reviews, support compliance, and contribute to team business planning and strategic priorities.

Requirements

  • Bachelor’s degree.
  • Series 65 license or equivalent.
  • 4+ years of financial services experience.
  • CFP® certification or equivalent credential such as ChFC or CPA + PFS preferred.
  • 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 and communication skills, including the ability to explain complex financial concepts to clients.
  • Team-oriented approach.
  • Knowledge of the financial industry, financial products, and financial planning concepts.
  • Proficiency with financial software and tools for modeling and analysis, as well as CRM tools.

Benefits

  • Annual base salary range of $85,000 to $100,000.
  • Annual cash bonus opportunity.
  • Comprehensive benefits package.
  • Exempt position.

Interested in this position?

Apply directly on the company website

Apply Now

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