Associate Wealth Advisor

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices. Primary Responsibilities Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy. Resource for other AWAs at Focus Partners Wealth. Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan. Creates a personalized Investment Policy Statement and holistic investment strategy for each client. Ability to independently lead client communications and interactions. Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc. Determine asset allocation based on clients’ needs, willingness & ability to take risk. Diligent recording of client communication and information within client relationship management platform. Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service. Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner. Engages in business planning efforts and actively supports the firm’s strategic priorities. Ability to meet with clients in person. Some travel may be required. Qualifications Bachelor's Degree 2+ years financial planning experience Series 65 Strong interpersonal communication skills; team-orientated approach Knowledge of financial industry, financial products, and financial planning concepts Clean U4 The annualized base pay range for this role is expected to be between $85,000 - $95,000/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 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. Equal Employment Opportunity Focus Financial Partners is an equal opportunity employer. For California, Indiana, Maryland, Massachusetts, Montana, and Rhode Island applicants, please note the following: California: Information on your California privacy rights can be found here. Indiana: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran. Maryland: An employer who violates the law regarding polygraph tests is guilty of a misdemeanor and subject to a fine. Massachusetts: It is unlawful to require or administer a lie detector test as a condition of employment or continued employment. Montana: The employment relationship is governed by the Wrongful Discharge from Employment Act. Rhode Island: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law.

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