Associate Wealth Advisor

overview

position summary focus partners wealth is seeking an associate wealth advisor to join our team. The associate wealth advisor role is a planning-centric position to create personalized wealth advice based on clients' goals and aspirations. The role partners closely 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.

Focus provides a hybrid schedule: 3 days in office per week, with the option to work remotely 2 days per week, or as assigned by the team leader.

• develop, revise, and present financial plans through planning software
• knowledge of tax, estate, and insurance planning
• develops a mastery of focus partners wealth’s (fpw) investment philosophy
• create holistic investment strategy for each client, monitor risk tolerance over time as needed
• develop an understanding of the fundamentals of trading. Partner with the portfolio management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
• mastery of technology stack offered, including crm system and custodian websites
• resource and collaboration with other associate wealth advisors (awas)
• ability to independently lead client communications and interactions
• diligent recording of client communication and information within client relationship management platform
• service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
• complete client billing reviews and ensure compliance for the advisory team
• engage in advisory team business planning efforts and actively support the firm’s strategic priorities
• the ability to meet with clients in person. Some travel may be required

• bachelor’s degree
• series 65 or equivalent within 120 days of employment
• 2+ years of financial service experience
• strong interpersonal skills; team-orientated approach
• knowledge of financial industry, financial products, and financial planning concepts
• excellent analytical skills and attention to detail
• clean u4

the associate wealth advisor is an exempt position. The annualized base pay range for this role is expected to be between $80,000 - $85,000/year. 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 cash bonus and a comprehensive benefits package.

focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about focus, visit  or follow the company on linkedin.

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