Associate Wealth Advisor

6 hours, 31 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

Description

  • Develop, revise, and present financial plans using planning software.
  • Create and implement strategies for retirement, risk management, tax, estate, and investment planning.
  • Partner with Wealth Advisors to maintain and enhance client relationships through the financial planning process.
  • Build a holistic investment strategy for each client and monitor risk tolerance over time.
  • Work with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax-loss harvesting.
  • Develop mastery of the firm’s investment philosophy, technology stack, CRM system, and custodian websites.
  • 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 and help ensure compliance for the advisory team.
  • Support advisory team business planning efforts and the firm’s strategic priorities; some travel and in-person client meetings are required.

Requirements

  • Bachelor’s degree.
  • 2+ years of financial services experience.
  • Series 65 or equivalent within 120 days of employment.
  • Clean U4.
  • Knowledge of the financial industry, financial products, and financial planning concepts.
  • Knowledge of tax, estate, and insurance planning.
  • Strong interpersonal skills and a team-oriented approach.
  • Excellent analytical skills and attention to detail.
  • Ability to meet with clients in person; some travel may be required.

Benefits

  • Annual base salary range of $70,000 to $80,000.
  • Annual cash bonus opportunity.
  • Comprehensive benefits package.
  • Medical, dental, and vision insurance.
  • Life insurance.
  • 401(k) plan.

Interested in this position?

Apply directly on the company website

Apply Now

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