Associate Wealth Advisor
Location
United States
Posted
1 day ago
Salary
$75K - $95K / year
Seniority
Mid Level
Job Description
Associate Wealth Advisor
Focus Partners Wealth
• 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
Job 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)
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