Associate Wealth Advisor

Focus Financial Partners; Boston (MA); On-site; USD 60,000 - 125,000; Full time

Benefits offered by this job

Comprehensive benefits package

Annual cash bonus

Job summary

A financial advisory firm in Boston is looking for an Associate Wealth Advisor to collaborate on personalized wealth strategies for clients. This role requires 4+ years of financial service experience and a Bachelor’s degree. Responsibilities include developing financial plans, managing client relationships, and assisting in investment strategies. The position offers an annual salary between $60,000 to $125,000, inclusive of potential bonuses and comprehensive benefits.

Qualifications

• 4+ years of financial service experience.
• Proven experience in financial analysis, modeling, and strategic planning.
• Excellent analytical skills and attention to detail.

Responsibilities

• Develop and present financial plans through planning software.
• Create tax, estate, and insurance planning strategies.
• Independently lead client communications and interactions.

Skills

Financial analysis

Investment strategies

Risk management

Tax planning

Communication skills

Education

Bachelor’s Degree

Series 65 or equivalent

Tools

Financial software

CRM tools

Job description

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

Primary Responsibilities

• Develop, revise, and present financial plans through planning software
• Ability to create and deliver tax, estate, and insurance planning
• Identify advanced planning opportunities and develop internal best practices
• Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
• Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
• 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.
• Resource and collaboration with other Associate Wealth Advisors (AWAs)
• Mastery of technology stack offered, including CRM system and custodian websites
• Ability to independently lead client communications and interactions
• Diligent recording of client communication and information within client relationship management platform
• Independently interact and communicate with clients through emails, calls, and client presentations
• Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service
• 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.
• Ability to business develop in a team environment.
• Lead a select number of client relationships
• Lead the development of financial planning recommendations to clients

Qualifications

• Bachelor’s Degree
• Series 65 or equivalent
• 4+ years of financial service experience
• 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 communication skills: with the ability to explain complex financial concepts to clients
• Team‑orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Proficiency in financial software and tools for modeling and analysis, as well as CRM tools

The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $60,000 and $125,000 per year. Actual base pay may 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. 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.

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.

For California Applicants

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For Indiana Applicants

It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants

I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants

If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants

Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.