Focus Partners Wealth
Overview
Join to apply for the
Associate Wealth Advisor
role at
Focus Partners Wealth . 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 client service team, working closely with the senior professionals of the firm to deliver exceptional advice and service to clients. The associate wealth advisor will support the firm’s Wealth Advisors and Lead Wealth Advisors by providing valuable information such as income tax planning and projections, investment evaluations and recommendations, financial analyses, income tax planning and projections, investment portfolio construction, estate planning, and various other research projects.
Primary Responsibilities
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
Preferred qualifications
Experience serving high net worth clients
Experience with tax planning and estate planning
Compensation The annualized base pay range for this role is expected to be between $125,000 - $130,000. 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.
About Focus 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. 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
www.focusfinancialpartners.com .
EEO and notices Focus is an equal opportunity employer. We encourage applications from individuals of all backgrounds and experiences. This job description includes general information about responsibilities and qualifications but is not an exhaustive list of duties, responsibilities, or qualifications. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role.
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Join to apply for the
Associate Wealth Advisor
role at
Focus Partners Wealth . 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 client service team, working closely with the senior professionals of the firm to deliver exceptional advice and service to clients. The associate wealth advisor will support the firm’s Wealth Advisors and Lead Wealth Advisors by providing valuable information such as income tax planning and projections, investment evaluations and recommendations, financial analyses, income tax planning and projections, investment portfolio construction, estate planning, and various other research projects.
Primary Responsibilities
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
Preferred qualifications
Experience serving high net worth clients
Experience with tax planning and estate planning
Compensation The annualized base pay range for this role is expected to be between $125,000 - $130,000. 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.
About Focus 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. 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
www.focusfinancialpartners.com .
EEO and notices Focus is an equal opportunity employer. We encourage applications from individuals of all backgrounds and experiences. This job description includes general information about responsibilities and qualifications but is not an exhaustive list of duties, responsibilities, or qualifications. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this role.
#J-18808-Ljbffr