Associate Wealth Advisor

Focus Financial Partners•Needham, MA

9d•$95,000 - $105,000•Hybrid

About The Position

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Requirements

Bachelor’s Degree
Series 65 or equivalent within 120 days of employment
4+ years of financial service experience
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 skills: with the ability to explain complex financial concepts to clients
Team-orientated approach
Knowledge of financial industry, financial products, and financial planning concepts
Proficiency in financial software and tools for modeling and analysis, as well as CRM tools
Clean U4

Nice To Haves

CFP or equivalent (ChFC or CPA + PFS) preferred

Responsibilities

Develop, revise, and present financial plans through planning software
Ability to create and deliver tax, estate, and insurance planning
Identify advanced planning opportunities and develop internal best practices
Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
Create holistic investment strategy for each client, monitor risk tolerance over time as needed
Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
Mastery of technology stack offered, including CRM system and custodian websites
Resource and collaboration with other Associate Wealth Advisors (AWAs)
Ability to independently lead client communications and interactions
Diligent recording of client communication and information within client relationship management platform
Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
Complete client billing reviews and ensure compliance for the advisory team
Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
Ability to business develop in a team environment
Lead a select number of client relationships
Lead the development of financial planning recommendations to clients
The ability to meet with clients in person. Some travel may be required