Associate Wealth Advisor

Focus Partners Wealth; Lee's Summit (MO); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Annual bonus

Comprehensive benefits

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in a role that emphasizes personalized client guidance and comprehensive financial planning. You will partner with Wealth Advisors to support client relationships and actively participate in retirement, tax, estate, and investment planning.

The position offers a hybrid schedule (3 days in office; 2 remote) with potential for bonus and a comprehensive benefits package.

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent required.
• 2+ years of financial services experience.
• Strong interpersonal skills and attention to detail.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Understand tax, estate, and insurance planning.
• Create holistic investment strategies and monitor risk tolerance.
• Collaborate with Portfolio Management to approve and execute portfolios.

Skills

Series 65

Financial services experience

Interpersonal skills

Financial planning concepts

Analytical skills

Education

Bachelor's Degree

Job description

**Job Description Summary:**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. 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 days per week, or as assigned by their team leader.**Job Description:****Primary Responsibilities**· Develop, revise, and present financial plans through planning software· Knowledge of tax, estate, and insurance planning· Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy· Create 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.· Mastery of technology stack offered, including CRM system and custodian websites· Resource and collaboration with other Associate Wealth Advisors (AWAs)· Ability to independently lead client communications and interactions· Diligent recording of client communication and information within client relationship management platform· Service as the day-to-day contact for client needs and collaborate 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· The ability to meet with clients in person. Some travel may be required**Qualifications**· Bachelor’s Degree· Series 65 or equivalent is required· 2+ years of financial service experience· Strong interpersonal skills; team-orientated approach· Knowledge of financial industry, financial products, and financial planning concepts· Excellent analytical skills and attention to detail· Clean U4The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $75,000 - $85,000/year. 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.