Senior Wealth Strategy Leader

Focus Financial Partners; Boston (MA); On-site; USD 140,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Financial Partners seeks a Vice President to join the Boston, MA office (or Portsmouth, NH). You will lead a client relationship team, oversee investment and financial plans, and prepare client meeting materials to ensure a world-class experience with confidentiality and timely service.

The ideal candidate has a BA, CFP or CFA preferred, 5–7+ years in wealth management or related fields, and strong communication, organization, and travel readiness.

Qualifications

• Bachelor’s degree required; CFP/CFA designation highly preferred.
• 5–7+ years of relevant experience in investment, wealth management, estate planning, or tax/accounting.
• Fluency in planning and/or investment topics.
• Proficient in MS Word, Excel, PowerPoint and Outlook.
• Excellent organizational, prioritization, and time management skills.
• Analytical with strong attention to detail; problem solving ability.
• High energy, self-motivated in an entrepreneurial environment.
• Strong written and oral communication skills.
• Willingness to travel for client meetings.

Responsibilities

• Actively manage and oversee the client’s investment and financial plans.
• Prepare client meeting presentations and oversee manual reporting coordination.
• Explain sophisticated wealth management topics clearly and concisely.
• Participate in client meetings and respond to inquiries promptly.
• Serve as first point of contact for some clients.
• Develop strategic solutions for client needs and drive efficiency.
• Support new business development activities.

Skills

Client relationship management

Investment knowledge

Financial planning

Communication skills

Time management

Willingness to travel

Education

Bachelor’s degree

CFP or CFA designation preferred

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

Focus Financial Partners seeks a Vice President to join the Boston, MA office (or Portsmouth, NH). You will lead a client relationship team, oversee investment and financial plans, and prepare client meeting materials to ensure a world-class experience with confidentiality and timely service.

The ideal candidate has a BA, CFP or CFA preferred, 5–7+ years in wealth management or related fields, and strong communication, organization, and travel readiness.