What are the responsibilities and job description for the Associate Wealth Advisor position at Focus Partners Wealth?
ASSOCIATE WEALTH ADVISOR
Fairfax, VA and Middleburg, VA
Position Summary
The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with two Wealth Advisors to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.
Primary Responsibilities
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.
Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.
This position is an Exempt role. The annualized base pay range for this role is expected to be between $94,000 - 104,000/yr. 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 rewards may include an annual bonus and a comprehensive benefits package.
Fairfax, VA and Middleburg, VA
Position Summary
The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with two Wealth Advisors to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.
Primary Responsibilities
- Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy.
- Resource for other AWAs at Focus Partners Wealth.
- Create, edit, and present financial plans through Money Guide Elite, eMoney, Orion, and Holistiplan.
- Creates a personalized Investment Policy Statement 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.
- Determine asset allocation based on clients’ needs, willingness & ability to take risk.
- Diligent recording of client communication and information within client relationship management platform.
- Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.
- Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner.
- Engages in business planning efforts and actively supports the firm’s strategic priorities.
- Generate reports, models, and analysis for review meetings utilizing appropriate software programs.
- Work with advisors to update and maintain wealth management presentation materials.
- Assist advisors with necessary follow-up with clients to update and maintain financial plans.
- Ability to meet with clients in person in our Fairfax & Middleburg offices. Some non-Virginia travel may be required.
- Bachelor's Degree (technical financial planning background preferred)
- 2 years financial planning experience
- Series 65
- CFP designation or actively progressing through an accredited CFP certification program
- Strong interpersonal communication skills; team-orientated approach
- Knowledge of financial industry, financial products, and financial planning concepts
- Clean U4
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.
Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.
This position is an Exempt role. The annualized base pay range for this role is expected to be between $94,000 - 104,000/yr. 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 rewards may include an annual bonus and a comprehensive benefits package.
Salary : $94,000 - $104,000
