Wealth Planning Associate

Focus Partners; Concord (NH); Hybrid; USD 75.000 - 120.000; Vollzeit

Benefits dieser Stelle

Medical, dental, vision

Life insurance

401(k)

Zusammenfassung

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. This role partners with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process, including retirement, risk management, tax, estate, and investment planning.

We offer a hybrid schedule with 3 days in office per week and up to 2 remote days. The position carries a base salary range with bonus eligibility and a comprehensive benefits

Qualifikationen

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

Aufgaben

• Develop, revise, and present financial plans through planning software.
• Knowledge of tax, estate, and insurance planning.
• Develops a mastery of FPW’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; collaborate 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 Associate Wealth Advisors (AWAs).
• Lead client communications and interactions independently.
• Diligent recording of client communication and information within CRM.
• Serve as the day-to-day contact for client needs and collaborate with team members for high service levels.
• Complete client billing reviews and ensure compliance for the advisory team.
• Engage in advisory team business planning and support firm priorities.
• Meet with clients in person; some travel may be required.

Kenntnisse

Interpersonal skills

Knowledge of financial planning

Analytical skills

U4 clean

Team-oriented

Ausbildung

Bachelor’s Degree

Series 65 or equivalent

Jobbeschreibung

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. This role partners with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process, including retirement, risk management, tax, estate, and investment planning.

We offer a hybrid schedule with 3 days in office per week and up to 2 remote days. The position carries a base salary range with bonus eligibility and a comprehensive benefits