Position Summary The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.

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 day per week, or as assigned by their team leader.

Responsibilities

Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy. Resource for other AWAs at Focus Partners Wealth. Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan.

Creates a personalized Investment Policy Statement and holistic investment strategy for each client. Ability to independently lead client communications and interactions. Develop an understanding of the fundamentals of trading.

Partner with the Portfolio Management team to approve execute portfolios, trade recommendations, tax loss harvesting, etc. Determine asset allocation based on clients’ needs, willingness ability to take risk. Diligent recording of client communication and information within client relationship management platform.

Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service. Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner. Engages in business planning efforts and actively supports the firm’s strategic priorities.

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

Qualifications

Bachelor's Degree 2+ years financial planning experience Series 65 Strong interpersonal communication skills; team-orientated approach Knowledge of financial industry, financial products, and financial planning concepts Clean U4 This position is an exempt position. 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.

Compensation

package for employees.

Benefits

package. #LI-CB1 About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

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 status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.

and privileges of employment, please contact careers@focuspartn