Focus Partners Wealth

Focus Partners Wealth

Associate Wealth Advisor

Chicago, Illinois

Sponsorship not specified$85k-$95kDetected 28 days ago
CRMFinancial AnalysisTaxResearchCommunicationCollaborationPublic 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.
  • 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.
  • For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act.
  • Section 39-2-901.

Compensation

  • The annualized base pay range for this role is expected to be between $85,000 - $95,000 /year.
Apply directly at Focus Partners Wealth →Create a free account for alerts like thisView Focus Partners Wealth immigration profile

This listing is sourced directly from Focus Partners Wealth's careers page and normalized into a canonical job model.