Associate Wealth Advisor

Primary 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
• Develop a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• 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
• 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
• Service 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
• The ability to meet with clients in person. Some travel may be required

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent within 120 days of employment
• 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-orientated 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