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

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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 develop internal best practices.
Build a working mastery of the firm’s investment philosophy and apply it to client portfolios.
Create holistic investment strategies for clients and monitor risk tolerance over time.
Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax-loss harvesting.
Lead client communications, meetings, emails, calls, and presentations independently.
Serve as the day-to-day contact for client needs and coordinate with team members to deliver high-quality service.
Maintain accurate records of client communications and information in the CRM platform.
Complete client billing reviews, support compliance, and contribute to advisory team business planning and strategic priorities.

Requirements

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

Benefits

Annual base salary range of $60,000 to $125,000.
Eligibility for an annual cash bonus.
Comprehensive benefits package.
Medical, dental, and vision insurance.
Life insurance coverage.
401(k) retirement plan.

Interested in this position?

Apply directly on the company website

Apply Now

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