Associate Wealth Advisor_1

The Colony; Dallas (TX); On-site; USD 80,000 - 85,000; Full time

Job summary

An exciting opportunity awaits as an Associate Wealth Advisor, where you will work alongside a dynamic team to help clients achieve their financial dreams. This role involves engaging in the financial planning process, addressing key areas such as retirement and risk management, while developing personalized investment strategies. You will also manage client communications and collaborate with various departments to ensure seamless service delivery. This position offers a chance to grow within a supportive environment, making a meaningful impact on clients' financial futures. If you are passionate about finance and eager to make a difference, this role is perfect for you.

Qualifications

• 2+ years of financial planning experience required.
• Strong knowledge of financial products and concepts.

Responsibilities

• Collaborate with Wealth Advisors to manage client relationships.
• Create and present financial plans tailored to client needs.

Skills

Interpersonal Communication

Financial Planning

Client Relationship Management

Investment Strategy Development

Education

Bachelor's Degree

Tools

Money Guide Elite

Orion

Holistiplan

Job description

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Position Summary

The Associate Wealth Advisor (AWA) is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.

ASSOCIATE WEALTH ADVISOR

Dallas, Texas

Position Summary

The Associate Wealth Advisor (AWA) is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.

Primary Responsibilities

• Develops a mastery of Focus Partners Wealth evidence-based investment philosophy.
• Resource for other AWAs at Focus Partners Wealth.
• Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan.
• Creates a personalized Investment Policy Statement and holistic investment strategy for each client.
• Ability to independently lead client communications and interactions.
• Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
• Determine asset allocation based on clients’ needs, willingness & ability to take risk.
• Diligent recording of client communication and information within client relationship management platform.
• Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.
• Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner.
• Engages in business planning efforts and actively supports the firm’s strategic priorities.
• Ability to meet with clients in person. Some travel may be required.
  
  

Qualifications

• Bachelor’s Degree
• 2+ years financial planning experience
• Series 65
• Strong interpersonal communication skills; team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Clean U4
• CFP or CFP Candidate preferred
  
  

About Focus Partners Wealth

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

This position is an Exempt role. The annualized base pay range for this role is expected to be between $80-85k.yr.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 bonus and a comprehensive benefits package.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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