Hybrid Wealth Advisor: Holistic Planning & Client Strategy

Focus Financial Partners; Concord (NH); Hybride; USD 75 000 - 120 000; Plein temps

Avantages offerts par ce poste

Annual bonus

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Résumé du poste

Focus Partners Wealth in Concord, NH is seeking an Associate Wealth Advisor to join our planning-centric team, delivering personalized wealth advice through the client planning process and collaborating with Wealth Advisors.

You will help develop retirement, risk, tax, estate, and investment plans while maintaining client relationships. Some travel may be required; hybrid schedule with 3 days in office and 2 remote.

Qualifications

• Bachelor’s Degree is required.
• 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 on file.

Responsabilités

• Develop, revise, and present financial plans through planning software.
• Knowledge of tax, estate, and insurance planning.
• Develops a mastery of Focus Partners Wealth’s investment philosophy.
• Create holistic investment strategy for each client; monitor risk tolerance.
• Collaborate with Portfolio Management to execute portfolios and tax strategies.
• Mastery of the CRM system and custodian websites.
• Lead client communications and interactions.
• Record client communications in the CRM.
• Provide day-to-day client service and support.

Connaissances

Interpersonal skills

Team-oriented

Financial planning concepts

Analytical skills

Formation

Bachelor’s Degree

Outils

CRM system

Custodian websites

Description du poste

Focus Partners Wealth in Concord, NH is seeking an Associate Wealth Advisor to join our planning-centric team, delivering personalized wealth advice through the client planning process and collaborating with Wealth Advisors.

You will help develop retirement, risk, tax, estate, and investment plans while maintaining client relationships. Some travel may be required; hybrid schedule with 3 days in office and 2 remote.