Associate Wealth Advisor
About The Position
Focus Partners is seeking an Associate Wealth Advisor to work with a planning-centric team that creates personalized wealth advice based on clients’ goals and aspirations. The role partners closely with Wealth Advisors to maintain and enhance client relationships through active participation in financial planning. It includes developing and implementing strategies in retirement, risk management, tax, estate, and investment planning. The Associate Wealth Advisor may work a hybrid schedule: three days in the office each week and the option to work remotely two days per week, or as assigned by the team leader. The role may require meeting clients in person and some travel. It is an exempt position with an annualized base pay range of $85,000–$100,000. Actual base pay may vary based on factors such as experience, subject matter expertise, work location, and skill set. Base pay is one component of total compensation; other rewards may include an annual cash bonus and a comprehensive benefits package.
Requirements
- Bachelor’s degree.
- Series 65 or equivalent within 120 days of employment.
- At least 2 years of financial services experience.
- Strong interpersonal skills and a team-oriented approach.
- Knowledge of the financial industry, financial products, and financial planning concepts.
- Excellent analytical skills and attention to detail.
- Clean U4.
Responsibilities
- Develop, revise, and present financial plans through planning software.
- Apply knowledge of tax, estate, and insurance planning.
- Develop mastery of Focus Partners’ investment philosophy.
- Create a holistic investment strategy for each client and monitor risk tolerance over time as needed.
- Develop an understanding of trading fundamentals and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax-loss harvesting, and related work.
- Master the technology stack, including the CRM system and custodian websites.
- Serve as a resource and collaborate with other Associate Wealth Advisors.
- Independently lead client communications and interactions.
- Record client communications and information diligently in the client relationship management platform.
- Serve as the day-to-day contact for client needs and collaborate with team members to ensure a high 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.
- Meet with clients in person when required; some travel may be required.
Benefits
- Comprehensive benefits package.
- Annual cash bonus may be available.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
