Focus Partners
Position Summary
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, articulating our investment philosophy, and organizing best practices. Location
Livingston, NJ Primary Responsibilities
Develop mastery of Focus Partner Wealth’s evidence‑based investment philosophy Act as a resource for other Associate Wealth Advisors at Focus Partners Wealth Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan Develop personalized Investment Policy Statements and holistic investment strategies for each client Lead client communications and interactions independently Understand fundamentals of trading, partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, and tax loss harvesting Determine asset allocation based on clients’ needs, willingness and ability to take risk Maintain diligent records of client communication and information within a 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 timely fee collection Engage in business planning efforts and actively support the firm’s strategic priorities Meet with clients in person; some travel may be required Qualifications
Bachelor’s Degree 2+ years of financial planning experience Series 65 license Strong interpersonal communication skills; team‑oriented approach Knowledge of financial industry, financial products, and financial planning concepts Clean U4 Compensation
The annualized base pay range for this role is $90,000 – $100,000. Base pay may vary based on experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. Base pay is one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package. About the Company
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.
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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, articulating our investment philosophy, and organizing best practices. Location
Livingston, NJ Primary Responsibilities
Develop mastery of Focus Partner Wealth’s evidence‑based investment philosophy Act as a resource for other Associate Wealth Advisors at Focus Partners Wealth Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan Develop personalized Investment Policy Statements and holistic investment strategies for each client Lead client communications and interactions independently Understand fundamentals of trading, partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, and tax loss harvesting Determine asset allocation based on clients’ needs, willingness and ability to take risk Maintain diligent records of client communication and information within a 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 timely fee collection Engage in business planning efforts and actively support the firm’s strategic priorities Meet with clients in person; some travel may be required Qualifications
Bachelor’s Degree 2+ years of financial planning experience Series 65 license Strong interpersonal communication skills; team‑oriented approach Knowledge of financial industry, financial products, and financial planning concepts Clean U4 Compensation
The annualized base pay range for this role is $90,000 – $100,000. Base pay may vary based on experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. Base pay is one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package. About the Company
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.
#J-18808-Ljbffr