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Associate Wealth Advisor

14 hours, 33 minutes 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 strong understanding of the firm’s investment philosophy and apply it to client strategies.
  • Create holistic investment strategies and monitor client risk tolerance over time.
  • Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax-loss harvesting.
  • Lead client communications and interactions through emails, calls, and presentations.
  • Serve as the day-to-day contact for client needs and coordinate with team members to deliver high service.
  • Maintain accurate records of client communications and information in the CRM platform.
  • Complete client billing reviews and ensure advisory team compliance.

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 and communication skills with the ability to explain complex financial concepts to clients.
  • Team-oriented approach.
  • Proficiency in financial software and tools for modeling, analysis, and CRM.
  • Annual base pay range of $110,000 to $125,000 per year.

Benefits

  • Annual cash bonus.
  • Comprehensive medical, dental, and vision coverage.
  • Life insurance.
  • 401(k) retirement plan.

Interested in this position?

Apply directly on the company website

Apply Now

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