Wealth Advisor

Responsibilities

• Partner with Advisory Leadership to execute the advisory team's business plan
• Lead and develop Associate Wealth Advisors
• Serve as the primary advisor for over 50% of client relationships
• Conduct client discovery and wealth planning conversations
• Create and present holistic financial plans using planning software
• Partner with Portfolio Management to execute investment strategies and tax loss harvesting
• Manage prospect pipelines and drive new business development

Requirements

• Bachelor's Degree
• 7+ years of advisory experience in wealth management
• CFP®, ChFC, or CPA + PFS certification required
• Proven business development and revenue growth skillset
• Mastery of investment strategies, risk management, tax, and estate planning
• Experience in financial analysis and modeling
• Clean U4

About the Company

Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm providing integrated wealth management, family office, and business management services with a client-first fiduciary philosophy.