Associate Wealth Advisor
Focus Financial Partners Inc., Scottsdale, AZ, United States
Associate Wealth Advisor
Scottsdale, AZ
Position Summary
Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.
Primary Responsibilities
Develop, revise, and present financial plans through planning software
Knowledge of tax, estate, and insurance planning
Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy
Create holistic investment strategy for each client, monitor risk tolerance over time as needed
Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
Mastery of technology stack offered, including CRM system and custodian websites
Resource and collaboration with other Associate Wealth Advisors (AWAs)
Ability to independently lead client communications and interactions
Diligent recording of client communication and information within client relationship management platform
Service 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
The ability to 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-orientated approach
Knowledge of financial industry, financial products, and financial planning concepts
Excellent analytical skills and attention to detail
Clean U4
This is an exempt position. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.
Scottsdale, AZ
Position Summary
Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.
Primary Responsibilities
Develop, revise, and present financial plans through planning software
Knowledge of tax, estate, and insurance planning
Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy
Create holistic investment strategy for each client, monitor risk tolerance over time as needed
Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
Mastery of technology stack offered, including CRM system and custodian websites
Resource and collaboration with other Associate Wealth Advisors (AWAs)
Ability to independently lead client communications and interactions
Diligent recording of client communication and information within client relationship management platform
Service 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
The ability to 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-orientated approach
Knowledge of financial industry, financial products, and financial planning concepts
Excellent analytical skills and attention to detail
Clean U4
This is an exempt position. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.