Associate Wealth Advisor

Associate Wealth Advisor

Focus Partners is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' 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 include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

• 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 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
• Ability 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
• 4+ years of financial service experience in wealth management or financial planning
• CFP or equivalent (ChFC or CPA + PFS) preferred
• CPA strongly preferred, with demonstrated experience in tax planning and integrating tax strategies into comprehensive financial plans
• Demonstrated experience working with High Net Worth (HNW) and/or Ultra High Net Worth (UHNW) clients and complex planning needs
• 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

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $96,000 - $110,000/year. Actual base pay could 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 for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.

Focus Partners is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com.

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

EEO Statement: 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. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact View email address on click.appcast.io.