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Associate Wealth Advisor

2 months, 3 weeks 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 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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