Focus Financial Partners logo
Focus Financial Partners

We are strategic investors in RIAs, providing value-added support, access to capital for growth, and succession planning

Associate Wealth Advisor

Location

United States

Posted

1 day ago

Salary

$70K - $80K / year

Seniority

Mid Level

Bachelor Degree2 yrs expEnglish

Job Description

Associate Wealth Advisor

Focus Financial Partners

• Develop, revise, and present financial plans through planning software • Knowledge of tax, estate, and insurance planning • Creates holistic investment strategy for each client • Develop an understanding of the fundamentals of trading • Partner with the Portfolio Management team • Ability to independently lead client communications and interactions • Complete client billing reviews

Job Requirements

  • Bachelor’s Degree
  • Series 65 or equivalent within 120 days of employment
  • 2+ years of financial service 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)

Related Job Pages

More Associate Jobs

Vanguard Attorneys, LLC logo

Pharmaceutical Associate

Vanguard Attorneys, LLC

Florida Personal Injury Law Firm

Associate1 day ago
Full TimeRemoteTeam 1-10H1B No Sponsor

• Specializes in the placement of IP/Patent professionals nationwide • Understand clients’ technical needs and candidates’ career interests • Leverage long-term client relationships for competitive advantage • Recruiters have over 10 years of IP recruiting experience • Provide trusted career advice and resources for candidates

Massachusetts
Vanguard Attorneys, LLC logo

Pharmaceutical Associate

Vanguard Attorneys, LLC

Florida Personal Injury Law Firm

Associate1 day ago
Full TimeRemoteTeam 1-10H1B No Sponsor

• Specializes in the placement of IP/Patent professionals nationwide • Understand clients’ technical needs and candidates’ individual talents and career interests • Leverage a broad network of client relationships for competitive edge • Provide trusted career advice based on IP job market insights • Assist in resume improvement and networking opportunities

New York
Full TimeRemoteTeam 1,001-5,000Since 1974

• This Remote Warehouse Associate is responsible for the purchasing, receiving, inventory, storing, and associated record keeping of food service and housekeeping products and supplies as well as performing general cleaning and floor maintenance duties. • Maintains storerooms, shelves, loading docks, and walk in coolers by properly laying out and rotating products. • Loads and unloads materials onto or from pallets, trays, racks, vehicles, or shelves. • Provides a variety of products to other personnel as they are needed. • Continually keeps accurate inventories/records of materials on hand. • Works with other personnel to make sure all products and supplies will be available and ready as needed. • Reads work order or follows oral instructions to ascertain materials to be moved. • Updates pricing and databases regularly. • Inspects deliveries for conformity to standards, quantity/quality ordered. • Counts, weighs, and records number of units of materials moved or handled. • Delivers, unloads, loads, stocks, cleans, rotates, or picks up materials or product from various locations. • On a regular basis, maintains, cleans, sweeps, mops, etc. coolers, floors, storerooms, loading docks, shelves, etc. • Handle special food service related projects. • Prepare and clean products to be stored. • Assist in maintaining the cleanliness of other associated areas. • Cleans work area, machines, and equipment and keeps assigned areas neat, safe, and orderly. • Stack, assemble, or band materials together. • Use various types of hand trucks to facilitate movement of materials or products. • Operate industrial truck or electric hoist to assist in loading or moving materials and products. • Assist others such as food service personnel with their general day-to-day activities. • Notify supervisor if safety and sanitation standards are not being met.

Alaska
Full TimeRemoteTeam 1,001-5,000Since 2010H1B Sponsor

• Ensures quality control across all files, meticulously scrutinizing active and expired policies, endorsements, and documentation for accuracy, timeliness, and adherence to policies. • Drafts error free submissions to communicate coverage terms with underwriters under the guidance of the broker. • Reviews, analyzes, and underwrites risks, rates submissions for premium and terms and analyzes exposures for quotes for new and renewal business. • Issues quotes and binders, processes new business to grow revenues and maintain retention and profitability. • Delivers customer service during the marketing of new and renewal business to underwriters and clients. • Possesses understanding of market dynamics and negotiates pricing and coverage terms with underwriters. • Communicates corrections and clarifications in all policy documents to clients and underwriters. • Forges collaborative relationships with clients, agents, and internal teams. • Develops a robust network of industry contacts. • Demonstrates a commitment to ongoing professional development by completing assigned educational courses.

Colorado
$60K - $75K / year