Associate Wealth Advisor

Focus Partners Wealth; Needham (MA); Hybrid; USD 75,000 - 125,000; Full time

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in Needham, Massachusetts. The role focuses on creating personalized wealth advice and partnering with Wealth Advisors to enhance client relationships through active involvement in retirement, tax, estate, and investment planning.

We offer a hybrid schedule: 3 days in office per week with the option to work remotely 2 days per week, or as assigned by the team leader.

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial service experience.
• Knowledge of financial planning concepts, tax, estate, and insurance planning.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Collaborate with Wealth Advisors to maintain client relationships and execute planning strategies.
• Support client billing reviews and compliance for the advisory team.
• Meet with clients in person as needed; occasional travel may be required.

Education

Bachelor’s Degree

Job description

Associate Wealth Advisor*We respect the privacy of candidates for employment. This Privacy Notice sets forth how we will use the information we obtain when you apply for a position through this career site. If you do not consent to the terms of this Privacy Notice, please do not submit information to us.*# Careers## Associate Wealth AdvisorApply: Partially Remote: Needham, Massachusetts: Full time: Posted Yesterday: JR100574**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 within 120 days of employment· 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 U4 This position is an exempt position. The annualized base pay range for this role is expected to be between $75,000-$125,000 base salary compensation range. 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.