Focus Partners Wealth
Associate Wealth Advisor
San Francisco, CA
Sponsorship not specified$60k-$125kDetected 62 days ago
CRMFinancial AnalysisTaxResearchCommunicationCollaboration
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.
- Mastery of technology stack offered, including CRM system and custodian websites
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 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
- Service as the day-to-day contact for client needs and collaborate 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
- Ability to business develop in a team environment
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 skills: with the ability to explain complex financial concepts to clients
- Series 65 or equivalent within 120 days of employment
- 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
- Clean U4
- 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.
- Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.
- AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
- For California Applicants: Information on your California privacy rights can be found here
- An employer who violates this shall be subject to criminal penalties and civil liability.
Compensation
- The annualized base pay for this role is expected to be between $60,000 - $125,000.
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