Hybrid Wealth Advisor Associate

LE0123 Focus Partners Wealth LLC; Needham (MA); Hybrid; USD 70,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth seeks an Associate Wealth Advisor to join our planning-centric team in Needham, MA. You’ll assist Wealth Advisors, craft retirement, risk, tax, estate, and investment plans, and maintain client relationships with proactive communication.

We offer a hybrid schedule with 3 in-office days per week and up to 2 remote days. Ideal candidates hold a Bachelor’s degree, are Series 65 eligible within 120 days, and have 2+ years of financial services experience with keen attention to

Qualifications

• Bachelor’s Degree required.
• Series 65 within 120 days of employment.
• 2+ years of financial service experience.
• Tax preparation experience preferred.
• Clean U4.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Knowledge of tax, estate, and insurance planning.
• Develops a mastery of FPW’s investment philosophy.
• Create holistic investment strategy for each client; 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 Associate Wealth Advisors; lead client communications.
• Record client communication in CRM; ensure highest level of service.
• Complete client billing reviews and ensure compliance.
• Support advisory team business planning and strategic priorities.
• Meet with clients in person; some travel may be required.

Skills

Team-oriented

Interpersonal skills

Analytical skills

Attention to detail

Knowledge of financial industry

Financial planning concepts

Tax preparation experience

Education

Bachelor’s Degree

Tools

CRM system

Custodian websites

Job description

Focus Partners Wealth seeks an Associate Wealth Advisor to join our planning-centric team in Needham, MA. You’ll assist Wealth Advisors, craft retirement, risk, tax, estate, and investment plans, and maintain client relationships with proactive communication.

We offer a hybrid schedule with 3 in-office days per week and up to 2 remote days. Ideal candidates hold a Bachelor’s degree, are Series 65 eligible within 120 days, and have 2+ years of financial services experience with keen attention to