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

Industrials

1-10 (3)

8 open positions

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Associate Wealth Advisor

1 month, 3 weeks ago

United States

Full-time

Mid Level

Account Manager

Sales and Business Development

CRM

Apply Now

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 8

Description

Develop, revise, and present financial plans using planning software.
Create and deliver tax, estate, and insurance planning recommendations.
Identify advanced planning opportunities and help establish internal best practices.
Apply the firm’s investment philosophy to build holistic investment strategies for clients.
Monitor client risk tolerance and adjust strategies as needed over time.
Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax-loss harvesting.
Collaborate and share resources with other Associate Wealth Advisors and advisory team members.
Maintain CRM records and document client communications and information diligently.
Lead client communications, presentations, and day-to-day service for assigned relationships.
Complete client billing reviews, support compliance, and contribute to business planning and strategic priorities.

Requirements

Bachelor’s degree.
Series 65 or equivalent.
4+ years of financial services experience.
CFP® or equivalent credential (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 strong attention to detail.
Strong interpersonal and communication skills with the ability to explain complex financial concepts to clients.
Team-oriented approach.
Knowledge of the financial industry, financial products, and financial planning concepts.
Proficiency in financial software and tools for modeling, analysis, and CRM tools.

Benefits

Annualized base pay range of $60,000 to $125,000 per year.
Annual cash bonus opportunity.
Comprehensive benefits package.
Medical, dental, and vision insurance.
Life insurance.
401(k) retirement plan.

Interested in this position?

Apply directly on the company website

Apply Now

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