Focus Financial Partners

Focus Financial Partners

Associate Wealth Advisor

Southfield, MI

Sponsorship not specified$85k-$100kDetected 30 days ago
CRMFinancial AnalysisTaxCommunicationCollaborationPublic Speaking

About the role

  • 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.
  • include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.
  • Resource and collaboration with other Associate Wealth Advisors (AWAs)

Responsibilities

  • Develop, revise, and present financial plans through planning software
  • Ability to create and deliver tax, estate, and insurance planning
  • Identify advanced planning opportunities and develop internal best practices
  • Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy
  • Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
  • 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.
  • Ability to independently lead client communications and interactions
  • Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service
  • Engage in advisory team business planning efforts and actively support the firm's strategic priorities.
  • Develop an understanding of the fundamentals of trading.

Requirements

  • Bachelor's Degree
  • 4+ years of financial service experience
  • Proven experience in financial analysis, modeling, and strategic planning
  • Strong understanding of investment strategies, risk management, tax planning, and estate planning
  • Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients
  • Series 65 or equivalent
  • Excellent analytical skills and attention to detail

Nice to have

  • CFP® or equivalent (ChFC or CPA + PFS) preferred

Skills

  • Team-orientated approach
  • Knowledge of financial industry, financial products, and financial planning concepts
  • Proficiency in financial software and tools for modeling and analysis, as well as CRM tools
  • with the ability to explain complex financial concepts to clients
  • The Associate Wealth Advisor is an exempt position.
  • The base pay is just one component of the total compensation package for employees.
  • Other rewards may include an annual cash bonus and a comprehensive benefits package.
  • 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.
  • The following language is for US based roles only

Compensation

  • The annualized base pay range for this role is expected to be between $85,000 - 100,000/year.
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This listing is sourced directly from Focus Financial Partners's careers page and normalized into a canonical job model.