Wealth Planning Associate - Client-Focused Growth

Focus Financial Partners; Ridgeland (MS); On-site; USD 65,000 - 75,000; Full time

Job summary

Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.

The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.

Qualifications

• Bachelor’s Degree is required.
• 2+ years of financial service experience.
• Series 65 or equivalent within 120 days of employment.
• 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 investment philosophy.
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed.
• Partner with Portfolio Management to approve and execute portfolios, tax loss harvesting, etc.
• Mastery of technology stack offered, including CRM system and custodian websites.
• Resource and collaboration with other AWAs.
• Ability to independently lead client communications and interactions.
• Diligent recording of client communication and information within CRM.
• Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service.
• Complete client billing reviews and ensure compliance for the advisory team.
• Engage in advisory team business planning efforts and support the firm’s priorities.
• The ability to meet with clients in person; some travel may be required.

Skills

Interpersonal skills

Analytical skills

Attention to detail

Team-oriented

Education

Bachelor’s Degree

Tools

CRM system

Custodian websites

Job description

Focus Partners is seeking an Associate Wealth Advisor to join our planning-centric team. The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.

The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.