Focus Partners Wealth
Position Summary
Focus Partners Wealth is seeking an Associate Wealth Advisor to partner closely with Wealth Advisors, maintaining and enhancing client relationships through active participation in the financial planning process. The role involves creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides a hybrid schedule: 3 days in office per week and 2 days remote. Primary Responsibilities
Develop, revise, and present financial plans through planning software Knowledge of tax, estate, and insurance planning Develop a mastery of Focus Partners Wealth’s investment philosophy Create a holistic investment strategy for each client and monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Master the technology stack offered, including CRM system and custodian websites Resource and collaborate with other Associate Wealth Advisors (AWAs) Independently lead client communications and interactions Record client communication and information within the client relationship management platform diligently Serve as the day‑to‑day contact for client needs and collaborate with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team 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 Series 65 or equivalent within 120 days of employment 2+ years of financial service experience Strong interpersonal skills; team‑oriented approach Knowledge of financial industry, financial products, and financial planning concepts Excellent analytical skills and attention to detail Clean U4 Can work fully remote but requires 25‑30% travel to the Pacific Northwest The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $110,000 and $120,000 per year. Actual base pay may vary based on experience, expertise, geographic location, and applicant skill set. Base pay is one component of the total compensation package, which may include an annual cash bonus and a comprehensive benefits package.
#J-18808-Ljbffr
Focus Partners Wealth is seeking an Associate Wealth Advisor to partner closely with Wealth Advisors, maintaining and enhancing client relationships through active participation in the financial planning process. The role involves creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Focus provides a hybrid schedule: 3 days in office per week and 2 days remote. Primary Responsibilities
Develop, revise, and present financial plans through planning software Knowledge of tax, estate, and insurance planning Develop a mastery of Focus Partners Wealth’s investment philosophy Create a holistic investment strategy for each client and monitor risk tolerance over time as needed Develop an understanding of the fundamentals of trading and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc. Master the technology stack offered, including CRM system and custodian websites Resource and collaborate with other Associate Wealth Advisors (AWAs) Independently lead client communications and interactions Record client communication and information within the client relationship management platform diligently Serve as the day‑to‑day contact for client needs and collaborate with team members to ensure the highest level of client service Complete client billing reviews and ensure compliance for the advisory team Engage in advisory team 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 Series 65 or equivalent within 120 days of employment 2+ years of financial service experience Strong interpersonal skills; team‑oriented approach Knowledge of financial industry, financial products, and financial planning concepts Excellent analytical skills and attention to detail Clean U4 Can work fully remote but requires 25‑30% travel to the Pacific Northwest The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $110,000 and $120,000 per year. Actual base pay may vary based on experience, expertise, geographic location, and applicant skill set. Base pay is one component of the total compensation package, which may include an annual cash bonus and a comprehensive benefits package.
#J-18808-Ljbffr