Associate Wealth Advisor

The Colony; Houston (TX); On-site; USD 97,000 - 105,000; Full time

Job summary

An established industry player is seeking an Associate Wealth Advisor to join their dedicated advisory team. This role offers the chance to work closely with Wealth Advisors, focusing on creating personalized financial strategies for clients. You'll develop mastery in evidence-based investment philosophies while collaborating with a team of professionals. The position emphasizes client relationship management, requiring excellent communication skills and a strong understanding of financial products. If you're passionate about helping individuals and families achieve their financial dreams, this opportunity is for you.

Qualifications

• 4+ years of financial planning experience required.
• CFP, CFA, or CPA/PFS certification preferred.

Responsibilities

• Collaborate with Wealth Advisors to enhance client relationships.
• Create and present financial plans using financial software.

Skills

Financial Planning

Investment Strategies

Risk Management

Tax Planning

Estate Planning

Communication Skills

Interpersonal Skills

Financial Analysis

Education

Bachelor's Degree

Tools

Money Guide Elite

Holistiplan

Salesforce

Orion

ShareFile

Job description

Join to apply for the Associate Wealth Advisor role at Focus Partners Wealth

3 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Position Summary

The Associate Wealth Advisor role is an exciting opportunity to work with a planning-centric advisory team dedicated to designing, building, and protecting the financial dreams of individuals and families. This position involves partnering 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.

Location

Houston, TX

Primary Responsibilities

• Develop mastery of Focus Partners Wealth’s evidence-based investment philosophy.
• Collaborate with other Associate Wealth Advisors at Focus Partners Wealth.
• Create, edit, and present financial plans using Money Guide Elite and Holistiplan.
• Master the technology stack including Salesforce, Orion, ShareFile, and custodian websites.
• Develop personalized Investment Policy Statements and holistic investment strategies for clients.
• Lead client communications and interactions independently.
• Understand trading fundamentals and partner with the Portfolio Management team for portfolio approvals, trade execution, tax loss harvesting, etc.
• Maintain diligent records of client communication within the CRM platform.
• Serve as the day-to-day contact for client needs, collaborating with team members to ensure high service levels.
• Review client billing and collaborate with the billing department for compliance.
• Support business planning efforts and strategic priorities of the firm.
• Develop business in a team environment.
• Interact with clients via email, calls, and presentations; lead select client relationships.
• Identify advanced planning opportunities and develop best practices.
• Lead financial planning recommendations to clients.
• Meet with clients in person; some travel may be required.

Qualifications

• Bachelor's Degree
• 4+ years of financial planning experience
• Series 65 license
• CFP, CFA, or CPA/PFS certification preferred
• Experience in financial analysis, modeling, and strategic planning
• Strong understanding of investment strategies, risk management, tax, and estate planning
• Excellent interpersonal and communication skills; team-oriented
• Knowledge of financial products and planning concepts
• Proficiency with financial software and CRM tools
• Clean U4 record

About Focus Partners Wealth

Focus Partners Wealth provides comprehensive wealth, asset, and business management services, aiming to foster meaningful growth for clients through personalized strategies. We work with clients at every stage of their financial journey, emphasizing values, goals, and priorities. We are a registered investment advisor with the SEC. Additional information is available on the SEC's website.

This position is exempt, with an annual base pay range of $97,000 - $105,000, potentially higher based on experience and location. Compensation may also include bonuses and benefits.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales