Focus Financial Partners
Senior Associate Wealth Advisor
Menlo Park, CA · Senior
Sponsorship not specified$124k-$140kDetected 20 days ago
CRMBusiness DevelopmentFinancial AnalysisTaxCommunicationCollaborationPublic Speaking
About the role
- The Senior 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.
- include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.
- Focus provides team members the flexibility to work a hybrid schedule.
Responsibilities
- Create, edit, and present financial plans through planning software
- Lead the development of financial planning recommendations to clients
- Identify advanced planning opportunities and develop internal best practices
- Manage individual and team prospect pipeline, including the onboarding of new clients
- Ability to business develop independently and, in a team environment
- Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy
- Create holistic investment strategy for each client, monitor risk tolerance over time as needed
- Ability to independently lead daily client communications and interactions
- Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
- Develop an understanding of the fundamentals of trading.
Requirements
- Bachelor's Degree
- 5+ years of financial service experience
- CFP or equivalent (ChFC or CPA + PFS) required
- Proven experience in financial analysis, modeling, and strategic planning
- Strong understanding of investment strategies, risk management, tax planning, and estate planning
- Strong interpersonal skills: with the ability to explain complex financial concepts to clients
- Excellent analytical skills and attention to detail
Skills
- Team-orientated approach
- Knowledge of financial industry, financial products, and financial planning concepts
- Experience in managing prospect pipelines and onboarding new clients
- Business development skillset
- Clean U4
- with the ability to explain complex financial concepts to clients
- The Senior Associate Wealth Advisor is an exempt position.
- The base pay is just one component of the total compensation package for employees.
- About Focus Financial Partners
- Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services.
- To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
- Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.
Compensation
- The annualized base pay range for this role is expected to be between $124,000 - $140,000 per year.
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