Associate Wealth Advisor

GeneralGeneralFull TimeRemoteMid LevelTeam 1,001-5,000H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

1 day ago

Salary

$75K - $95K / year

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

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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