Senior Associate Wealth Advisor

Position Summary

Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our team! The Senior 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.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Primary Responsibilities

Create, edit, and present financial plans through planning software

Lead the development of financial planning recommendations to clients

Identify advanced planning opportunities and develop internal best practices

Ability to model and resolve complex financial questions and client situations

Serve as primary advisor for a select number of clients

Manage individual and team prospect pipeline, including the onboarding of new clients

Ability to business develop independently and, in a team environment

Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy

Mastery of technology stack offered, including CRM system and custodian websites

Create holistic investment strategy for each client, monitor risk tolerance over time as needed

Ability to independently lead daily client communications and interactions

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.

Diligent recording of client communication and information within client relationship platform

Resource and collaboration with other Associate Wealth Advisors (AWAs)

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

Independently interact and communicate with clients through emails, calls, and client presentations

The ability to meet with clients in person. Some travel may be required

Qualifications

Bachelor’s Degree

5+ years of financial service experience

CFP or equivalent (ChFC or CPA + PFS) required

Proven experience in financial analysis, modeling, and strategic planning

Strong understanding of investment strategies, risk management, tax planning, and estate planning

Excellent analytical skills and attention to detail

Strong interpersonal skills: with the ability to explain complex financial concepts to clients

Team-orientated approach

Knowledge of financial industry, financial products, and financial planning concepts

Experience in managing prospect pipelines and onboarding new clients

Business development skillset

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The Senior Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $124,000 - $140,000 per year. Actual base pay could 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 for employees. 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.

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Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn .

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran stat…