Associate Wealth Advisor

Position Summary

The Associate Wealth Advisor role at Focus Partners Wealth is an exciting opportunity to work with 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.

Responsibilities

• Create, revise, and present financial plans through planning software
• Ability to create and deliver tax, estate, and insurance planning
• Identify advanced planning opportunities and develop internal best practices
• Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• 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)
• Mastery of technology stack offered, including CRM system and custodian websites
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Independently interact and communicate with clients through emails, calls, and client presentations
• 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
• Able to business develop in a team environment. Lead a select number of client relationships
• Lead the development of financial planning recommendations to clients

Qualifications

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

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000/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).

About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.