What are the responsibilities and job description for the Associate Wealth Advisor position at Focus Partners Wealth?
ASSOCIATE WEALTH ADVISOR
Scottsdale, AZ
Position Summary
Focus Partners Wealth seeks a motivated and qualified individual for the position of Associate Wealth Advisor. The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. The Associate Wealth Advisor provides a high level and broad range of technical and client management support to a financial counseling team and assists in managing all aspects of a client relationship.
Responsibilities
- Development and implementation of financial planning solutions for clients and the ability to perform complex research and financial analysis related to those solutions
- Developing an advanced understanding of investments, taxation, and estate planning, as well as the company’s investment strategies
- Active communication with clients in meetings, presentations, and generally as part of ongoing client-relationship management
- Coordination of the management of client portfolios with the investment professionals of the firm
- Federal and state income tax planning
- Learning the full range of the company’s services and capabilities offered to clients and prospective clients
- Helping the team identify new business opportunities and assisting in the closing process
Qualifications
- Bachelor’s Degree
- 2 years financial planning experience
- Series 65
- Strong interpersonal communication skills; team-orientated approach
- Knowledge of financial industry, financial products, and financial planning concepts
- Clean U4
