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Associate Wealth Advisor

2 months, 4 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 13

Description

  • Develop, revise, and present financial plans using planning software.
  • 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 portfolios.
  • Create holistic investment strategies and monitor client risk tolerance over time.
  • Partner with Portfolio Management to approve and execute portfolios, trade recommendations, and tax loss harvesting.
  • Maintain accurate client communication and information in the CRM platform.
  • Serve as the day-to-day contact for client needs and lead select client relationships.
  • Complete client billing reviews and help ensure advisory team compliance.
  • Support business planning efforts, strategic priorities, and team-based business development.

Requirements

  • Bachelor’s degree.
  • Series 65 or equivalent within 120 days of employment.
  • 4+ years of financial services experience.
  • CFP or equivalent credential preferred, such as ChFC or CPA + PFS.
  • 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 skills with the ability to explain complex financial concepts to clients.
  • Team-oriented approach.
  • Knowledge of financial industry products, financial planning concepts, financial software, and CRM tools.
  • Clean U4.
  • Ability to meet with clients in person and travel as needed.

Benefits

  • Annualized base pay expected between $60,000 and $125,000.
  • Eligibility for an annual cash bonus.
  • Comprehensive benefits package.
  • Exempt position.

Interested in this position?

Apply directly on the company website

Apply Now

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