Associate Wealth Advisor — Planning-Driven, Hybrid

Focus Financial Partners; Cincinnati (OH); Híbrido; USD 70.000 - 80.000; Jornada completa

Descripción de la vacante

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. You will partner with Wealth Advisors to deliver personalized wealth planning, including retirement, risk management, tax, estate, and investment planning.

The role offers a hybrid schedule with 3 days in office per week and up to 2 remote days. 2+ years of financial services experience and Series 65 eligibility are required.

Formación

• Bachelor’s degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial services experience.
• Strong interpersonal skills; team-oriented approach.
• Knowledge of financial industry, products, and financial planning concepts.
• Excellent analytical skills and attention to detail.
• Clean U4 on record.

Responsabilidades

• Develop, revise, and present financial plans using planning software.
• Knowledge of tax, estate, and insurance planning.
• Develops understanding of FPW’s investment philosophy.
• Create holistic investment strategy for each client and monitor risk tolerance.
• Partner with Portfolio Management to approve and execute portfolios and tax-loss harvesting.
• Mastery of technology stack, including CRM and custodian websites.
• Collaborate with other AWAs; share client insights.
• Lead client communications and interactions independently.
• Diligently record client interactions in CRM.
• Serve as day-to-day contact for client needs and ensure top-tier service.
• Complete client billing reviews and ensure compliance for the advisory team.
• Support advisory team business planning and firm priorities.
• Occasional in-person client meetings; some travel may be required.

Conocimientos

Interpersonal skills

Analytical skills

Attention to detail

Team-oriented

Financial industry knowledge

Educación

Bachelor’s Degree

Series 65 or equivalent

Herramientas

CRM system

Custodian websites

Descripción del empleo

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. You will partner with Wealth Advisors to deliver personalized wealth planning, including retirement, risk management, tax, estate, and investment planning.

The role offers a hybrid schedule with 3 days in office per week and up to 2 remote days. 2+ years of financial services experience and Series 65 eligibility are required.