Focus Financial Partners
Finance
WealthAdvisor
“Wealth Advisor at Focus Financial Partners. Skills: financial planning, investment strategies, risk management, tax planning, estate planning, business development. Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team’s business plan. Establishes the optimal client experience and collaborates with team members to ensure the highest level of service”
What You'll Achieve.
Consistently meets and exceeds revenue and growth goals
Industry & Context.
client issues that arise; advanced planning opportunities
The ability to meet with clients in person, Some travel may be required
What They're Looking For.
Must Have
7+ years of advisory experience in the wealth management industry, CFP® or equivalent (ChFC or CPA + PFS) required, Proven Business Development Skillset, Mastery of investment strategies, risk management, tax planning, and estate planning, Proven experience in financial analysis, modeling, and strategic planning, interpersonal communication skills: with the ability to explain complex financial concepts to clients, Team-oriented approach, Knowledge of financial services industry, financial products, and financial planning concepts, Clean U4
What You'll Do.
Actively partner with Advisory Leadership team in setting
and evolution of the advisory team’s business plan
Establishes the optimal client experience and collaborates with team members to ensure the highest level of service
Provides feedback and opportunities for development of Associate Wealth Advisors
Takes ownership and accountability for client issues that arise
Leads by example and actively participates in firm initiatives and carries forth the core values of the firm
Serve as Primary advisor on 50%+ of client relationships
Proficient in all areas of planning and implementing financial plans for clients
Develops a mastery of Focus Partner Wealth’s (FPW) investment philosophy
Active utilization of FPW’s client experience framework
Conducts Client Discovery and Wealth Planning Conversations
Identify advanced planning opportunities and develop internal best practices
and present financial plans through planning software
Create a holistic investment strategy for each client
monitor risk tolerance over time as needed
Partner with the Portfolio Management team to approve & execute portfolios
trade recommendations
Assist with client billing reviews to ensure fees are collected in a timely manner
Consistently document client interactions and manage follow-up using the client relationship management (CRM) platform
Consistently meets and exceeds revenue and growth goals
Develops multiple Centers of Influences which are active client referral sources
Ability to develop new business independently and in a team environment
Manage individual and team prospect pipeline
including the onboarding of new clients
How You'll Work.
Team & Collaboration
Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team’s business plan; collaborates with team members to ensure the highest level of service; Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.; Ability to develop new business independently and in a team environment
Communication Scope
interpersonal communication skills: with the ability to explain complex financial concepts to clients
Process & Methodology
tactical (short term) and strategic (long term) approach to team development and growth, action plans
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