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Associate Wealth Advisor

8 hours, 52 minutes ago
United States
Full-time
Junior
Financial Analyst
Finance and Accounting
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 9

Description

  • Develop, revise, and present financial plans using planning software.
  • Support planning across retirement, risk management, tax, estate, and investment areas.
  • Build a strong understanding of the firm’s investment philosophy and apply it in client work.
  • Create holistic investment strategies and monitor client risk tolerance over time.
  • Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax-loss harvesting.
  • Use CRM systems and custodian websites effectively to manage client and firm workflows.
  • Lead client communications and interactions independently as needed.
  • Record client communications and information accurately in the client relationship management platform.
  • Serve as the day-to-day contact for client needs and coordinate with team members to deliver high-quality service.
  • Complete client billing reviews, support compliance for the advisory team, and contribute to business planning and strategic priorities.

Requirements

  • Bachelor’s degree.
  • Series 65 or equivalent within 120 days of employment.
  • 2+ years of financial planning or wealth management experience.
  • Knowledge of tax, estate, insurance, financial products, and financial planning concepts.
  • Strong interpersonal skills with a team-oriented approach.
  • Excellent analytical skills and attention to detail.
  • Ability to meet with clients in person and travel as needed.
  • Clean U4.
  • Experience with financial planning software, CRM systems, and custodian websites is preferred.
  • Knowledge of trading fundamentals is preferred.

Benefits

  • Remote work arrangement.
  • Annualized base salary range of $75,000 to $95,000.
  • 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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