Focus Financial Partners, LLC
Associate Wealth Advisor Seattle, WA
Focus Financial Partners, LLC, Seattle, Washington, us, 98127
The
Associate Wealth Advisor
in
Seattle, Washington
is an integral part of the team. West Coast residency is required for this position. The ideal candidate is a great communicator, organized, enthusiastic, and a self-starter. The person will support the vision, positive culture, and team spirit, focusing on team and client success, client service, trade and project management assignments. The Associate Wealth Advisor will need strong time management skills and must be flexible in a fast-paced and changing environment, with attention to detail and the ability to multi-task using given technology. This role is based in Seattle, WA. Primary Responsibilities
Build and maintain client relationships in partnership with the Senior Financial Advisors. Attend meetings held by the Senior Financial Advisors with clients; conduct solo meetings with clients as appropriate. Work with clients to ensure action items are thoroughly executed and documented. Assist Senior Financial Advisors with data collection and input into financial planning software. Assist clients with implementation of recommended and agreed-upon strategies. Consolidate assets and drive revenue growth through proactive client engagement. Understand client needs, investment objectives, and risk profiles to offer tailored solutions and investment strategies that meet their requirements. Conduct client presentations and meetings that effectively communicate the value proposition of our investment strategies, financial planning programs, and holistic wealth management services. Schedule client reviews, manage account paperwork, and address miscellaneous service items as needed. Collaborate with internal teams, including portfolio management, marketing, and operations, to ensure seamless client onboarding, effective communication, and alignment of client expectations. Build review presentations and client proposals, leveraging market and investment product knowledge for systematic strategies. Maintain client communication records in the relationship management platform, ensuring accurate and up-to-date information. Respond promptly and professionally to incoming emails, calls, and meeting requests from clients and prospects. Qualifications
A bachelor’s degree and/or related work experience is preferred. Demonstrated expertise and a consistent record of success in revenue growth through asset consolidations and new client development. Ideally 2+ years of experience in a financial services firm. Working knowledge of financial planning topics and strategies; basic understanding of industry rules and regulations is required. Experience working with various Custodian Platforms (Pershing, Fidelity, Schwab, etc.). Experience with CRM, financial planning, and portfolio management software strongly preferred. Strong leadership experience demonstrated. Strong academic and professional background. Exceptional communication and presentation skills. Strong attention to detail, poised, organized, and with a keen sense of urgency. Able to manage multiple tasks efficiently. Strong Excel skills and experience with Microsoft Office products. Strong problem-solving skills and the ability to understand complex issues. Series 65 license (required for role; pursuit to begin shortly after start date if not already held and is expected to be passed within three months). Skills and Knowledge
Excellent communication skills (verbal, written and listening). Proficient in Microsoft Office Suite required. Proficiency in firm CRM preferred. Demonstrates personal integrity, honesty, and ability to deal with confidential information daily. Ability to work under stress in a changing investment market and financial services environment. Excellent time management, strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems. The annualized base pay range for this role is expected to be between $80,000-$90,000. Actual base pay could vary based on experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is one component of the total compensation package, which may include an annual cash bonus and a comprehensive benefits package. Focus 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. For more information about Focus, please visit www.focusfinancialpartners.com. EEO and Applicant Notice:
Focus Financial Partners is an equal opportunity employer. We do not discriminate on the basis of protected status in accordance with applicable law. This posting may include additional state-specific notices where required.
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Associate Wealth Advisor
in
Seattle, Washington
is an integral part of the team. West Coast residency is required for this position. The ideal candidate is a great communicator, organized, enthusiastic, and a self-starter. The person will support the vision, positive culture, and team spirit, focusing on team and client success, client service, trade and project management assignments. The Associate Wealth Advisor will need strong time management skills and must be flexible in a fast-paced and changing environment, with attention to detail and the ability to multi-task using given technology. This role is based in Seattle, WA. Primary Responsibilities
Build and maintain client relationships in partnership with the Senior Financial Advisors. Attend meetings held by the Senior Financial Advisors with clients; conduct solo meetings with clients as appropriate. Work with clients to ensure action items are thoroughly executed and documented. Assist Senior Financial Advisors with data collection and input into financial planning software. Assist clients with implementation of recommended and agreed-upon strategies. Consolidate assets and drive revenue growth through proactive client engagement. Understand client needs, investment objectives, and risk profiles to offer tailored solutions and investment strategies that meet their requirements. Conduct client presentations and meetings that effectively communicate the value proposition of our investment strategies, financial planning programs, and holistic wealth management services. Schedule client reviews, manage account paperwork, and address miscellaneous service items as needed. Collaborate with internal teams, including portfolio management, marketing, and operations, to ensure seamless client onboarding, effective communication, and alignment of client expectations. Build review presentations and client proposals, leveraging market and investment product knowledge for systematic strategies. Maintain client communication records in the relationship management platform, ensuring accurate and up-to-date information. Respond promptly and professionally to incoming emails, calls, and meeting requests from clients and prospects. Qualifications
A bachelor’s degree and/or related work experience is preferred. Demonstrated expertise and a consistent record of success in revenue growth through asset consolidations and new client development. Ideally 2+ years of experience in a financial services firm. Working knowledge of financial planning topics and strategies; basic understanding of industry rules and regulations is required. Experience working with various Custodian Platforms (Pershing, Fidelity, Schwab, etc.). Experience with CRM, financial planning, and portfolio management software strongly preferred. Strong leadership experience demonstrated. Strong academic and professional background. Exceptional communication and presentation skills. Strong attention to detail, poised, organized, and with a keen sense of urgency. Able to manage multiple tasks efficiently. Strong Excel skills and experience with Microsoft Office products. Strong problem-solving skills and the ability to understand complex issues. Series 65 license (required for role; pursuit to begin shortly after start date if not already held and is expected to be passed within three months). Skills and Knowledge
Excellent communication skills (verbal, written and listening). Proficient in Microsoft Office Suite required. Proficiency in firm CRM preferred. Demonstrates personal integrity, honesty, and ability to deal with confidential information daily. Ability to work under stress in a changing investment market and financial services environment. Excellent time management, strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems. The annualized base pay range for this role is expected to be between $80,000-$90,000. Actual base pay could vary based on experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is one component of the total compensation package, which may include an annual cash bonus and a comprehensive benefits package. Focus 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. For more information about Focus, please visit www.focusfinancialpartners.com. EEO and Applicant Notice:
Focus Financial Partners is an equal opportunity employer. We do not discriminate on the basis of protected status in accordance with applicable law. This posting may include additional state-specific notices where required.
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