Focus Partners Wealth
3 days ago Be among the first 25 applicants
Needham, MA
Overview Focus Partners Wealth seeks a motivated and qualified individual for the position of Wealth Advisor. The individual selected for this opportunity will be distinguished in academic and professional achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. Wealth Advisors provide a high level and broad range of technical and client management support as part of a financial counseling team and assist in managing all aspects of a client relationship including investments, taxation, estate planning, retirement planning, and insurance. This role is based in Needham, MA.
Responsibilities
Working closely with a senior partner, leading relationships with high net worth and supporting ultra-high net worth clients by providing high touch comprehensive wealth management services
Constructing and overseeing all aspects of managing multiple client relationships, including portfolio review and construction
Performing complex analysis and related research related to financial, estate, income tax, and investment planning
Developing and presenting solutions across the spectrum of wealth management disciplines for existing and prospective clients
Tax planning for high-net-worth individuals and their related entities
Documenting meetings, recommendations and action plans; coordinating and actively participating in client meetings
Overseeing implementation of agreed upon recommendations and ongoing monitoring of the client’s wealth management plan
Coordinating with members of the client’s advisory team, including estate counsel and other professionals
Developing an advanced understanding of investments, insurance, taxation, and estate planning, as well as the Company’s approved investment strategies
Communicating the full range of the Company’s services and capabilities to clients and prospective clients
Qualifications
4+ years of relevant work experience; Bachelor’s Degree
Achieving or being a candidate for at least one of the following advanced degrees or designations: CPA, JD, LLM, MST, CFP, CFA
A deep interest and understanding of investments and investment philosophy
Understanding of income, gift, and estate taxes, investments, employee benefits, insurance, and wealth transfer strategies
Strong interpersonal and process management skills; analytical mindset with attention to detail
Compensation The annualized base pay range for this role is expected to be between $125,000 - $140,000. Actual base pay could vary based on experience, subject matter expertise, geographic location, 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.
Company background 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 Compliance For California Applicants:
Information on your California privacy rights can be found here.
For Indiana Applicants:
It is unlawful for an employer to discriminate against a prospective employee on the basis of veteran status.
For Maryland Applicants:
Maryland law information about polygraph testing is provided.
For Massachusetts Applicants:
Massachusetts lie detector law information is provided.
For Montana Applicants:
Employment relationship governed by the Wrongful Discharge from Employment Act.
For Rhode Island Applicants:
Rhode Island workers’ compensation law and related disclosures are provided.
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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Overview Focus Partners Wealth seeks a motivated and qualified individual for the position of Wealth Advisor. The individual selected for this opportunity will be distinguished in academic and professional achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. Wealth Advisors provide a high level and broad range of technical and client management support as part of a financial counseling team and assist in managing all aspects of a client relationship including investments, taxation, estate planning, retirement planning, and insurance. This role is based in Needham, MA.
Responsibilities
Working closely with a senior partner, leading relationships with high net worth and supporting ultra-high net worth clients by providing high touch comprehensive wealth management services
Constructing and overseeing all aspects of managing multiple client relationships, including portfolio review and construction
Performing complex analysis and related research related to financial, estate, income tax, and investment planning
Developing and presenting solutions across the spectrum of wealth management disciplines for existing and prospective clients
Tax planning for high-net-worth individuals and their related entities
Documenting meetings, recommendations and action plans; coordinating and actively participating in client meetings
Overseeing implementation of agreed upon recommendations and ongoing monitoring of the client’s wealth management plan
Coordinating with members of the client’s advisory team, including estate counsel and other professionals
Developing an advanced understanding of investments, insurance, taxation, and estate planning, as well as the Company’s approved investment strategies
Communicating the full range of the Company’s services and capabilities to clients and prospective clients
Qualifications
4+ years of relevant work experience; Bachelor’s Degree
Achieving or being a candidate for at least one of the following advanced degrees or designations: CPA, JD, LLM, MST, CFP, CFA
A deep interest and understanding of investments and investment philosophy
Understanding of income, gift, and estate taxes, investments, employee benefits, insurance, and wealth transfer strategies
Strong interpersonal and process management skills; analytical mindset with attention to detail
Compensation The annualized base pay range for this role is expected to be between $125,000 - $140,000. Actual base pay could vary based on experience, subject matter expertise, geographic location, 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.
Company background 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 Compliance For California Applicants:
Information on your California privacy rights can be found here.
For Indiana Applicants:
It is unlawful for an employer to discriminate against a prospective employee on the basis of veteran status.
For Maryland Applicants:
Maryland law information about polygraph testing is provided.
For Massachusetts Applicants:
Massachusetts lie detector law information is provided.
For Montana Applicants:
Employment relationship governed by the Wrongful Discharge from Employment Act.
For Rhode Island Applicants:
Rhode Island workers’ compensation law and related disclosures are provided.
We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr