Hybrid Wealth Advisor Associate - Planning-Focused Growth

LE0123 Focus Partners Wealth LLC; Plano (TX); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Annual cash bonus

Medical

Dental

Vision

Life insurance

401(k)

Hybrid schedule

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team, partnering 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.

Qualifications

• Bachelor's degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial services experience.
• Strong interpersonal skills and team-oriented approach.
• Knowledge of financial industry, products, and planning concepts.
• Excellent analytical skills and attention to detail.
• 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 over time as needed.
• Develop an understanding of the fundamentals of trading.
• Partner with the Portfolio Management team to approve and execute portfolios, 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 CRM.
• Serve as day-to-day contact for client needs and collaborate with team.
• Complete client billing reviews and ensure compliance for the advisory team.
• Engage in advisory team business planning and support firm priorities.
• Meet with clients in person; some travel may be required.

Skills

Interpersonal skills

Team orientation

Analytical skills

Education

Bachelor’s Degree

Tools

CRM software

Custodian websites

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team, partnering 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.