Hybrid Wealth Advisor: Planning-Driven Client Solutions

Focus Financial Partners; Stamford (CT); Hybrid; USD 90,000 - 120,000; Full time

Benefits offered by this job

Bonus potential

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning centric team. You will work with Wealth Advisors to nurture client relationships and participate in the financial planning process, delivering strategies in retirement, risk, tax, estate, and investment planning.

We offer a hybrid schedule: three days in office per week with two remote days, and occasional travel. Ideal candidates have a Bachelor's Degree, Series 65 within 120 days, and 2+ years in financial

Qualifications

• Bachelor's Degree.
• 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.

Responsibilities

• 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 over time as needed.
• Develop an understanding of the fundamentals of trading; work with Portfolio Management to approve and execute portfolios, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites.
• Collaborate with other AWAs.
• Lead client communications and interactions independently.
• Diligent recording of client communication in CRM.
• Serve as day-to-day contact for client needs and ensure high service.
• Complete client billing reviews and ensure compliance for the advisory team.
• Engage in advisory team business planning and support the firm's priorities.
• Meet with clients in person; some travel may be required.

Skills

Bachelor's Degree

Series 65

2+ years of financial service xperince

Strong interpersonal skills

Knowledge of financial industry

Excellent analytical skills

Clean U4

Education

Bachelor's Degree

Series 65 certification

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning centric team. You will work with Wealth Advisors to nurture client relationships and participate in the financial planning process, delivering strategies in retirement, risk, tax, estate, and investment planning.

We offer a hybrid schedule: three days in office per week with two remote days, and occasional travel. Ideal candidates have a Bachelor's Degree, Series 65 within 120 days, and 2+ years in financial