Associate Wealth Advisor

Focus Partners Wealth seeks a motivated and qualified individual for the position of Associate Wealth Advisor . The Associate Wealth Advisor is an integral member of the clientservice team, working closely with the senior professionals of the firm todeliver exceptional advice and service to clients. The associate wealth advisor will support thefirm's Wealth Advisors and Lead Wealth Advisors by providing valuableinformation such as income tax planning and projections, investment evaluationsand recommendations, financial analyses, income tax planning and projections, investment portfolio construction, estateplanning, and various other research projects.
Primary responsibilities for this position include:

• Prepare agendas, reports, and analyses for client meetings
• Play a key role in the ongoing maintenance of the firm's portfolio accounting and performance reporting system
• Assist in the execution of client recommendations
• Run financial projections for clients using sophisticated Excel models
• Assist advisors in evaluating various financial decisions and strategies for clients by conducting research and complex financial analyses on a wide range of investment, tax, estate and financial planning topics
• Perform general research in areas of investments, income tax planning, estate planning, impact of recent regulations, and financial markets.
• Manage workflow and prioritize projects
• Participate on committees.

Qualifications:

• Bachelor's degree in finance/accounting/economics from a premier University with strong academic achievement
• 3+ years experience in either financial planning or advisory related services
• CFP®, CPA or CFA® designation preferred, or working toward achieving
• Strong PC skills with proficiency in Excel and a well-developed quantitative aptitude to develop models to analyze financial matters
• Strong attention to detail and accuracy
• Analytical thinking and problem-solving skills
• Ability to work independently and within strict deadlines while managing multiple priorities and open projects
• Strong interpersonal, verbal, and written communication skills
• Strong integrity and honesty

The position prefers:

• Experience serving high net worth clients; and
• Experience with tax planning and estate planning

* This is an Exempt Position
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
The annualized base pay range for this role is expected to be between $125k - $130k (compensation includes a discretionary bonus). 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.
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