Associate Wealth Advisor

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Focus Partners Wealth

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💸 Finance

👥 B2C

Finance • Wealth Management • B2C

Focus Partners Wealth is a financial services company that specializes in wealth planning and wealth management. They offer personalized financial advice and a comprehensive planning process tailored to each client’s unique goals and values. Their services include investment management, tax services, family office support, and specialized planning for business owners and institutions. Focus Partners Wealth is dedicated to helping clients manage their finances and prepare for life's significant events while fostering a collaborative approach to wealth management.

📋 Description

• Develop, revise, and present financial plans through planning software • Knowledge of tax, estate, and insurance planning • Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy • Create holistic investment strategy for each client, monitor risk tolerance over time as needed • Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. • 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 • The ability to meet with clients in person. Some travel may be required

🎯 Requirements

• Bachelor’s Degree • Series 65 or equivalent within 120 days of employment • 2+ years of financial planning or wealth management 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

🏖️ Benefits

• medical • dental • vision • life insurance • 401(k)