Associate Wealth Advisor

Associate Wealth Advisor

Focus Partners Wealth seeks a motivated and qualified individual for the position of Associate Wealth Advisor. The individual selected for this opportunity will be distinguished in academic achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. The Associate Wealth Advisor provides a high level and broad range of technical and client management support to a financial counseling team and assists in managing all aspects of a client relationship.

Primary Responsibilities

• Development and implementation of financial planning solutions for clients and the ability to perform complex research and financial analysis related to those solutions
• Developing an advanced understanding of investments, taxation, and estate planning, as well as the company's investment strategies
• Active communication with clients in meetings, presentations, and generally as part of ongoing client-relationship management
• Coordination of the management of client portfolios with the investment professionals of the firm
• Federal and state income tax planning
• Learning the full range of the company's services and capabilities offered to clients and prospective clients
• Helping the team identify new business opportunities and assisting in the closing process

Qualifications

The Position Prefers

The annualized base pay range for this role is expected to be between $70,000 - $80,000. 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.