Associate Wealth Advisor
Position Summary
Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The role involves working closely with Wealth Advisors to maintain and enhance client relationships through financial planning.
Responsibilities
- Create, revise, and present financial plans through planning software
- Knowledge of tax, estate, and insurance planning
- Create holistic investment strategy for each client, monitor risk tolerance over time as needed
- Mastery of technology stack offered, including CRM system and custodian websites
- Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
- 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
- Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
Qualifications
- Bachelor’s Degree
- Series 65 or equivalent within 120 days of employment
- 2+ years of financial service experience
- Strong interpersonal skills; team-orientated approach
- Knowledge of financial industry, financial products, and financial planning concepts
- Excellent analytical skills and attention to detail
- Clean U4
About the Role
The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000/year. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).