Senior Associate Wealth Advisor

Focus Partners Wealth; Boca Raton (FL); On-site; USD 100,000 - 110,000; Full time

Job summary

A leading wealth management firm is seeking a Senior Associate Wealth Advisor in Boca Raton, FL. This role involves creating and implementing financial strategies while collaborating with senior advisors to enhance client relationships. The successful candidate will manage high-level client interactions and devise comprehensive investment approaches.

Qualifications

• Bachelor's Degree is required.
• Professional certification CFP, CFA or CPA/PFS is necessary.
• Six-plus years of direct client-facing experience is essential.

Responsibilities

• Support Senior Wealth Advisors on large, complicated clients.
• Create, edit, and present financial plans through eMoney and other planning software.
• Lead the development of financial planning recommendations to clients.

Skills

Financial analysis

Investment strategies

Risk management

Tax planning

Estate planning

Interpersonal communication

Strategic planning

Business development

Education

Bachelor's Degree

Professional certification CFP, CFA or CPA/ PFS

Tools

Financial planning software

CRM tools

Job description

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Position Summary

The Senior Associate Wealth Advisor role is an exciting opportunity to work with an advisory team dedicated to designing, building, and protecting the financial dreams of individuals and families. This position involves partnering with Senior 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.

Position Summary

The Senior Associate Wealth Advisor role is an exciting opportunity to work with an advisory team dedicated to designing, building, and protecting the financial dreams of individuals and families. This position involves partnering with Senior 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.

Primary Responsibilities

• Support Senior Wealth Advisors on large, complicated clients.
• Create, edit, and present financial plans through eMoney and other planning software.
• Mastery of technology stack including CRM, portfolio accounting system and custodian websites.
• Ability to independently lead client communications and interactions through emails, calls, and client presentations.
• Lead the development of financial planning recommendations to clients.
• Identify advanced planning opportunities and develop internal best practices.
• Ability to model and resolve complex financial questions and client situations.
• Serve as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service.
• Diligent recording of client communication and information within client relationship management platform.
• Create a personalized Investment Policy Statement (IPS) and holistic investment strategy for each client.
• Collaborate with Client Service and the billing department to ensure compliance.
• Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.
• Eventually, path to serve as primary advisor for a select number of clients.
• Manage individual and team prospect pipeline, including the onboarding of new clients.
• Ability to business develop independently and in a team environment.
• Ability to meet with clients in person. Some travel may be required.
  
  

Qualifications

• Bachelor’s Degree
• Professional certification CFP, CFA or CPA/ PFS
• Six-plus years of direct client-facing experience
• Proven experience in financial analysis, modeling, and strategic planning
• Strong understanding of investment strategies, risk management, tax planning, and estate planning
• Excellent analytical skills and attention to detail
• Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients
• Team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Proficiency in financial software and tools for modeling and analysis, as well as CRM tools
• Experience in managing prospect pipelines and onboarding new clients
• Business development skillset
• Clean U4
  
  

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

This is an Exempt role. The annualized base pay range for this role is expected to be between $100,000 - $110,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed and the applicant's skill set. The base pay is just one component of the total compensation package for employees.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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