Associate Wealth Advisor

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.

Primary responsibilities for this position include:

• Development and implementation of financial planning solutions for clients and the ability to perform complex research and financial analysis related to those solutions;
• Assisting clients and the wealth management team with client service and compliance tasks, facilitating the preparation of client meetings, and collaborating on follow-up actions to ensure client needs are met;
• Developing an advanced understanding of investments, taxation, and estate planning, as well as the company’s investment strategies , while using financial planning software to collaborate on comprehensive financial strategies across investment, tax, education, estate, insurance, and retirement planning.
• 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;
• Learning the full range of the company’s services and capabilities offered to clients and prospective clients; and
• Helping the team identify new business opportunities and assisting in the closing process

Qualifications:

• Bachelor’s Degree in business, finance, or a related field desirable or an equivalent amount of education and/or work experience.
• An understanding of financial planning and investments, ;
• Two years of relevant work experience; and
• Strong analytical skills, notable attention to detail, and self-initiated follow-through.

The position prefers:

• Candidates with, or working towards a CFP®, CPA, JD, or MST,
• Experience serving high net worth clients; and
• Experience with eMoney

* This is a Non-exempt position

Expected to become eligible as an IAR (Investment Advisor Representative) no later than six (6) months from the commencement of employment or as otherwise required by the employer.

Focus Partners Wealth is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

The annualized base pay range for this role is expected to be between $60 - $70k Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other reward may include an annual cash bonus and a comprehensive benefits package