Associate Wealth Advisor

2 hours, 9 minutes ago
Full-time
Mid Level
Finance and Accounting
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

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.
  • Develop expertise in the firm’s investment philosophy and create holistic investment strategies for clients.
  • Monitor client risk tolerance over time and support portfolio adjustments as needed.
  • Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax loss harvesting.
  • Manage client communications, maintain accurate records in the CRM platform, and serve as a day-to-day client contact.
  • Complete client billing reviews and support compliance for the advisory team.
  • Lead a select number of client relationships and financial planning recommendations.
  • Support business development, team collaboration, and the firm’s strategic priorities.
  • Meet with clients in person and travel as needed.

Requirements

  • Bachelor’s degree.
  • Series 65 or equivalent credential.
  • 4+ years of financial services experience.
  • CFP or equivalent certification preferred, including 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 strong 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.

Benefits

  • Annual cash bonus potential.
  • Comprehensive benefits package.
  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Life insurance.
  • 401(k) plan.

Interested in this position?

Apply directly on the company website

Apply Now

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