Associate Wealth Advisor

About the role

Focus Partners is seeking an Associate Wealth Advisor to join a planning-centric team dedicated to creating personalized wealth advice based on each client’s unique 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.

Focus provides team members the flexibility to work a hybrid schedule: 3 days per week in the office and 2 days per week remote, or as assigned by the team leader.

Responsibilities

• Develop, revise, and present financial plans using planning software
• Create and deliver tax, estate, and insurance planning strategies
• Identify advanced planning opportunities and develop internal best practices
• Master Focus Partners’ investment philosophy and create holistic investment strategies for each client, monitoring risk tolerance over time
• Understand the fundamentals of trading and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, and tax-loss harvesting
• Master the technology stack, including CRM system and custodian websites
• Collaborate with other Associate Wealth Advisors
• Independently lead client communications and interactions
• Diligently record client communication and information within the client relationship management platform
• Serve 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
• Business development in a team environment
• Lead a select number of client relationships
• Lead the development of financial planning recommendations to clients
• Meet with clients in person; some travel may be required

Requirements

• Bachelor’s Degree
• Series 65 or equivalent
• 4+ years of financial service experience
• CFP or equivalent (ChFC or CPA + PFS) preferred
• 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-oriented 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

Pay

The annualized base pay range for this exempt role is $75,000 – $85,000. Actual base pay may vary based on experience, subject-matter expertise, geographic location, and skill set. The base pay is one component of the total compensation package, which may also include an annual cash bonus and a comprehensive benefits package.

Benefits

• Medical, dental, and vision insurance
• Life insurance
• 401(k)

Schedule

Hybrid schedule: 3 days per week in the office and 2 days per week remote, or as assigned by the team leader.