Focus Partners Wealth
Position Summary
Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor collaborates with a planning-centric team of advisors to design, build, and protect the financial goals 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. The role also includes managing the database of client information and requests, articulating our investment philosophy, and organizing best practices. Primary Responsibilities
Develops a mastery of Focus Partners Wealth’s evidence-based investment philosophy. Acts as a resource for other Associate Wealth Advisors at Focus Partners Wealth. Create, edit, and present financial plans using Money Guide Elite, Orion, and Holistiplan. Creates a personalized Investment Policy Statement and holistic investment strategy for each client. Independently lead client communications and interactions. Understand the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Determine asset allocation based on clients’ needs, willingness and ability to take risk. Diligently record client communications and information within the client relationship management platform. Serve as the day-to-day contact for client needs and collaborate 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 timely. Engage in business planning efforts and actively support the firm’s strategic priorities. Meet with clients in person when required; some travel may be necessary. Qualifications
Bachelor's Degree 2+ years financial planning experience Series 65 Strong interpersonal communication skills; team-oriented 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 experience, subject matter expertise, geographic location, and skill set. The base pay is one component of total compensation, 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 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: It is unlawful in Maryland to require or administer a polygraph test as a condition of employment. For Massachusetts Applicants: It is unlawful to require or administer a lie detector test as a condition of employment. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. For Rhode Island Applicants: Focus is subject to Rhode Island workers’ compensation law. The Company complies with the Americans with Disabilities Act. EEO and privacy notices apply as required by law. Note: Location and other terms may vary; please review the official job posting for details.
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Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor collaborates with a planning-centric team of advisors to design, build, and protect the financial goals 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. The role also includes managing the database of client information and requests, articulating our investment philosophy, and organizing best practices. Primary Responsibilities
Develops a mastery of Focus Partners Wealth’s evidence-based investment philosophy. Acts as a resource for other Associate Wealth Advisors at Focus Partners Wealth. Create, edit, and present financial plans using Money Guide Elite, Orion, and Holistiplan. Creates a personalized Investment Policy Statement and holistic investment strategy for each client. Independently lead client communications and interactions. Understand the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Determine asset allocation based on clients’ needs, willingness and ability to take risk. Diligently record client communications and information within the client relationship management platform. Serve as the day-to-day contact for client needs and collaborate 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 timely. Engage in business planning efforts and actively support the firm’s strategic priorities. Meet with clients in person when required; some travel may be necessary. Qualifications
Bachelor's Degree 2+ years financial planning experience Series 65 Strong interpersonal communication skills; team-oriented 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 experience, subject matter expertise, geographic location, and skill set. The base pay is one component of total compensation, 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 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: It is unlawful in Maryland to require or administer a polygraph test as a condition of employment. For Massachusetts Applicants: It is unlawful to require or administer a lie detector test as a condition of employment. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. For Rhode Island Applicants: Focus is subject to Rhode Island workers’ compensation law. The Company complies with the Americans with Disabilities Act. EEO and privacy notices apply as required by law. Note: Location and other terms may vary; please review the official job posting for details.
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