Hybrid Wealth Advisor: Personal Financial Planner

Focus Partners Wealth; Maryland; Hybrid; USD 80.000 - 90.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Zusammenfassung

Focus Partners Wealth in Hunt Valley, MD, seeks an Associate Wealth Advisor to join a planning-centric team. You will work with Wealth Advisors to maintain client relationships and participate in the financial planning process, developing, revising and presenting plans using planning software, and applying tax, estate and insurance concepts.

Responsibilities include creating holistic investment strategies, monitoring risk tolerance, collaborating with Portfolio Management, leveraging the CRM and

Qualifikationen

• Bachelor’s degree is required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial services experience.
• Strong interpersonal skills and a team-oriented approach.
• Knowledge of financial industry, products, and planning concepts.
• Clean U4.

Aufgaben

• Develop, revise, and present financial plans using planning software.
• Apply tax, estate, and insurance planning concepts.
• Develop mastery of FPW investment philosophy and holistic investment strategy.
• Monitor client risk tolerance and adjust strategies as needed.
• Collaborate with Portfolio Management to approve portfolios and tax strategies.
• Utilize CRM and custodian platforms effectively; document client interactions.
• Meet with clients in person when required; provide high-quality service.
• Support advisory team planning, billing reviews, and compliance.

Kenntnisse

Interpersonal skills

Analytical skills

Attention to detail

Client communication

Team collaboration

Ausbildung

Bachelor’s Degree

Series 65 or equivalent

Tools

Planning software

CRM system

Custodian websites

Jobbeschreibung

Focus Partners Wealth in Hunt Valley, MD, seeks an Associate Wealth Advisor to join a planning-centric team. You will work with Wealth Advisors to maintain client relationships and participate in the financial planning process, developing, revising and presenting plans using planning software, and applying tax, estate and insurance concepts.

Responsibilities include creating holistic investment strategies, monitoring risk tolerance, collaborating with Portfolio Management, leveraging the CRM and