Associate Wealth Advisor

Position Summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The role is focused on working with a planning-centric team to create personalized wealth advice based on each client's goals and aspirations.

Primary 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
• 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
• 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

Compensation

• The annualized base pay range for this role is expected to be between $70,000 - $80,000/year
• 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).

Benefits

• Comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k)
• Equal opportunity employer
• Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships