Wealth Advisor

🔥 1 minute ago

🌲 North Carolina – Remote

🌲 North Carolina – Remote

💵 $75k - $85k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

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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 • Ability to create and deliver tax, estate, and insurance planning • Identify advanced planning opportunities and develop internal best practices • Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy • Create a 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. • 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 collaborates 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 • Ability to business develop in a team environment • Lead a select number of client relationships • Lead the development of financial planning recommendations to clients

🎯 Requirements

• Bachelor’s Degree • Series 65 or equivalent • 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 communication 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

🏖️ Benefits

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