What are the responsibilities and job description for the Associate Wealth Advisor position at The Colony Group?
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 :
The position prefers :
Expected to becomeeligible as an IAR (Investment Advisor Representative) no later than six (6)months from the commencement of employment or as otherwise required by theemployer.
Focus Partners Wealth is a leading partnership of fiduciary wealthmanagement and related financial services firms. Focus provides access to bestpractices, greater resources, and continuity planning for its affiliatedadvisory firms, which serve individuals, families, employers, and institutionswith comprehensive financial services. Focus firms and their clients benefitfrom the solutions, synergies, scale, economics, and best practices offered byFocus 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 $60,000 - $70,000. Actualbase pay could vary based on factors including but not limited to experience,subject matter expertise, geographic location where work will be performed andthe applicant's skill set. The base payis just one component of the total compensation package for employees. Other reward may include an annual cash bonusand a comprehensive benefits package
Salary : $60,000 - $70,000
