Associate Wealth Advisor

Responsibilities

• Create, edit, and present financial plans using Money Guide Elite, Orion, and Holistiplan
• Develop personalized Investment Policy Statements and holistic investment strategies
• Lead client communications and serve as the primary day-to-day contact
• Partner with Portfolio Management to execute trades, tax loss harvesting, and asset allocation
• Maintain diligent records of client information within the CRM platform
• Assist with client billing reviews and strategic business planning efforts

Requirements

• Bachelor's Degree
• 2+ years of financial planning experience
• Series 65 license
• Clean U4
• Strong interpersonal communication skills
• Knowledge of financial products and planning concepts

About the Company

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states.