Wealth Advisor

Focus Financial Partners•Scottsdale, AZ

4d•$110,000 - $115,000

About The Position

Focus Partners Wealth is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients’ needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling clients’ financial goals. They do this by first listening to and understanding each client’s unique complexities and desires, before acting. The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development. They will initiate conversations and coordinate action plans in all aspects of a client’s financial life including goals-based planning, taxation, estate planning, and retirement.

Requirements

Bachelor's Degree
7+ years of advisory experience in the wealth management industry
CFP® or equivalent (ChFC or CPA + PFS) required
Proven Business Development Skillset
Mastery of investment strategies, risk management, tax planning, and estate planning
Proven experience in financial analysis, modeling, and strategic planning
Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients
Team-oriented approach
Knowledge of financial services industry, financial products, and financial planning concepts
Clean U4

Responsibilities

Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team’s business plan.
Have both a tactical (short term) and strategic (long term) approach to team development and growth
Establishes the optimal client experience and collaborates with team members to ensure the highest level of service
Provides feedback and opportunities for development of Associate Wealth Advisors
Takes ownership and accountability for client issues that arise
Leads by example and actively participates in firm initiatives and carries forth the core values of the firm
Serve as Primary advisor on 50%+ of client relationships
Proficient in all areas of planning and implementing financial plans for clients
Develops a mastery of Focus Partner Wealth’s (FPW) investment philosophy
Active utilization of FPW’s client experience framework
Conducts Client Discovery and Wealth Planning Conversations
Identify advanced planning opportunities and develop internal best practices
Create, edit, and present financial plans through planning software
Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
Assist with client billing reviews to ensure fees are collected in a timely manner
Consistently document client interactions and manage follow-up using the client relationship management (CRM) platform.
The ability to meet with clients in person.
Some travel may be required
Consistently meets and exceeds revenue and growth goals
Develops multiple Centers of Influences which are active client referral sources
Ability to develop new business independently and in a team environment
Manage individual and team prospect pipeline, including the onboarding of new clients