Hybrid Wealth Advisor: Planning & Client Growth

LE0123 Focus Partners Wealth LLC; Calabasas (CA); Hybrid; USD 85.000 - 95.000; Vollzeit

Benefits dieser Stelle

Medical benefits

Dental insurance

Vision insurance

401(k)

Zusammenfassung

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team to deliver personalized wealth advice based on each client’s goals. You will work with Wealth Advisors to maintain client relationships through the financial planning process across retirement, tax, estate, and investments.

The position requires a Bachelor’s degree, Series 65 or equivalent within 120 days, and 2+ years in financial services.

Qualifikationen

• Bachelor’s degree required; Series 65 or equivalent within 120 days
• Strong interpersonal skills and team orientation
• Solid knowledge of financial products, planning concepts, and investment planning

Aufgaben

• Develop, revise, and present financial plans using planning software
• Partner with Wealth Advisors to maintain client relationships and service needs
• Create holistic investment strategies and monitor risk tolerance over time
• Assist with advisory team business planning and strategic priorities
• Occasionally meet clients in person; some travel may be required

Kenntnisse

Interpersonal skills

Team-oriented

Analytical skills

Ausbildung

Bachelor’s Degree

Series 65 or equivalent

Jobbeschreibung

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team to deliver personalized wealth advice based on each client’s goals. You will work with Wealth Advisors to maintain client relationships through the financial planning process across retirement, tax, estate, and investments.

The position requires a Bachelor’s degree, Series 65 or equivalent within 120 days, and 2+ years in financial services.