Focus Partners Wealth
Wealth Advisor
Omaha, NE
Sponsorship not specified$125k-$145kDetected 62 days ago
CRMBusiness DevelopmentFinancial AnalysisTaxResearchLeadershipCommunication
About the role
- The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing.
- They serve our clients by putting clients' needs first and with a sense of urgency.
- Wealth Advisors take a holistic planning first approach to fulfilling clients' financial goals.
Responsibilities
- Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team's business plan.
- Identify advanced planning opportunities and develop internal best practices
- Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
- Consistently document client interactions and manage follow-up using the client relationship management (CRM) platform.
- Establishes the optimal client experience and collaborates with team members to ensure the highest level of service
- Leads by example and actively participates in firm initiatives and carries forth the core values of the firm
- Develops a mastery of Focus Partner Wealth's (FPW) investment philosophy
- Create, edit, and present financial plans through planning software
- Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
Requirements
- Bachelor's Degree
- 7+ years of advisory experience in the wealth management industry
- CFP® or equivalent (ChFC or CPA + PFS) required
- Proven Business Development Skillset
- Proven experience in financial analysis, modeling, and strategic planning
- Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients
- Mastery of investment strategies, risk management, tax planning, and estate planning
Skills
- Team-oriented approach
- Knowledge of financial services industry, financial products, and financial planning concepts
- Clean U4
- with the ability to explain complex financial concepts to clients
- This is an exempt position.
- The base pay is just one component of the total compensation package.
Compensation
- The annualized base pay for this role is expected to be $125,000 - $145,000 base salary compensation range.
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This listing is sourced directly from Focus Partners Wealth's careers page and normalized into a canonical job model.