What are the responsibilities and job description for the Associate Wealth Advisor position at Focus Partners Wealth?
ASSOCIATE WEALTH ADVISOR
Farmington Hills, MI
Position Summary
The Associate Wealth Advisor role is an exciting opportunity to work with a planning-centric advisory team dedicated to designing, building, and protecting the financial dreams of individuals and families. This position involves partnering 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.
Primary Responsibilities
- Create, edit, and present financial plans through Money Guide Elite and Holistiplan
- Mastery of technology stack including Salesforce, Orion, ShareFile, and custodian websites
- Create a personalized Investment Policy Statement (IPS) and holistic investment strategy for each client
- Ability to independently lead client communications and interactions
- Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc
- Diligent recording of client communication and information within client relationship management platform
- 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 collaborate with the billing department to ensure compliance
- Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
- Ability to business develop in a team environment
- Independently interact and communicate with clients through emails, calls, and client presentations
- Lead a select number of client relationships
- Identify advanced planning opportunities and develop internal best practices
- Lead the development of financial planning recommendations to clients
- Ability to meet with clients in person. Some travel may be required.
Qualifications
- Bachelor’s Degree
- Professional certification CFP, CFA or CPA/ PFS preferred
- Series 65
- 4 years of direct client-facing experience
- Proven experience in financial analysis, modeling, and strategic planning
- Clean U4
