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Position Summary:
- The Associate Wealth Advisor works with a planning-centric team to create personalized wealth advice based on each client's unique goals and aspirations.
- This role involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.
Primary Responsibilities:
- Develop, revise, and present financial plans using planning software, covering retirement, risk management, tax, estate, and investment planning.
- Master Focus Partners Wealth's investment philosophy and create holistic investment strategies for each client, monitoring risk tolerance over time.
- Serve as day-to-day contact for client needs, collaborate with team members, and ensure the highest level of client service.
Qualifications:
- Bachelor's degree required; Series 65 or equivalent within 120 days of employment.
- 2+ years of financial planning or wealth management experience.
- Strong interpersonal skills and team-oriented approach; excellent analytical skills and attention to detail.
Focus Partners Wealth
Focus Partners Wealth offers wealth, asset, and business management services, supporting clients at every stage of life. With over $180 billion in regulatory assets under management, the firm uses research-backed investment strategies to create custom portfolios and delivers personalized wealth planning solutions to clients in all 50 states.