Focus Partners Wealth
Finance / FinServ
AssociateWealthAdvisor
“Associate Wealth Advisor at Focus Partners Wealth. Skills: financial planning, wealth advice, client relationships, investment strategy, risk management. creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. Develop, revise, and present financial plans through planning software”
Industry & Context.
Excellent analytical skills
Some travel may be required, Clean U4
What They're Looking For.
Must Have
Series 65 or equivalent within 120 days of employment, 2+ years of financial service experience, Knowledge of financial industry, financial products, and financial planning concepts, Clean U4
Nice to Have
interpersonal team-orientated approach
What You'll Do.
creating and implementing strategies in retirement
and investment planning
and present financial plans through planning software
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
Service as the day-to-day contact for client needs
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
How You'll Work.
Team & Collaboration
partnering closely with Wealth Advisors to maintain and enhance client relationships; Resource and collaboration with other Associate Wealth Advisors (AWAs); collaborate with team members to ensure the highest level of client service; Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
Communication Scope
Ability to independently lead client communications and interactions; Diligent recording of client communication and information within client relationship management platform; The ability to meet with clients in person
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