Associate Wealth Advisor

Focus Financial Partners•Concord, NH

12d•$75,000 - $120,000•Hybrid

About The Position

Focus Partners Wealth 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 the financial planning process, including developing and implementing strategies for retirement, risk management, tax, estate, and investment planning. The position follows a hybrid schedule: three days per week in the office and the option to work remotely two days per week, or as assigned by the team leader. The Associate Wealth Advisor may need to meet with clients in person, and some travel may be required. This is an exempt position. The stated annualized base salary range is $75,000–$120,000; actual pay may vary based on experience, subject matter expertise, work location, and skills. Additional compensation may include an annual cash bonus and benefits. The job title may change based on the selected candidate’s experience and education.

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 using planning software.
Apply knowledge of tax, estate, and insurance planning.
Develop mastery of Focus Partners Wealth’s 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 on portfolio approvals and execution, trade recommendations, and tax-loss harvesting.
Master the technology stack, including the CRM system and custodian websites.
Provide resources and collaborate with other Associate Wealth Advisors.
Independently lead client communications and interactions.
Diligently record client communications and information in the client relationship management platform.
Serve as the day-to-day contact for client needs and collaborate with team members to provide 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 support the firm’s strategic priorities.
Meet with clients in person when needed; some travel may be required.