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Associate Wealth Advisor

2 weeks ago
United States
Full-time
Mid Level
Financial Analyst
Finance and Accounting
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 12

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.
  • Support and apply the firm’s investment philosophy and create holistic client investment strategies.
  • Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax-loss harvesting.
  • 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.
  • Collaborate with other Associate Wealth Advisors and broader team members to deliver high-level client service.
  • Complete client billing reviews and ensure compliance for the advisory team.
  • Support business planning efforts and contribute to the firm’s strategic priorities.

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.
  • Knowledge of financial industry products and planning concepts.
  • Proficiency in financial software and modeling tools, including CRM systems.

Benefits

  • Annual cash bonus.
  • Comprehensive benefits package.
  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Life insurance.
  • 401(k) retirement plan.
  • Base pay may vary based on experience, subject matter expertise, geographic location, and skill set.

Interested in this position?

Apply directly on the company website

Apply Now

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