Focus Partners Wealth
Associate Wealth Advisor
San Francisco, CA
Sponsorship not specified$83k-$88kDetected 62 days ago
ResearchCommunication
About the role
- In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.
- Determine asset allocation based on clients' needs, willingness & ability to take risk
- Diligent recording of client communication and information within client relationship management platform
Responsibilities
- The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients.
- Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
- Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner
- Develops a mastery of Focus Partner Wealth's evidence-based investment philosophy
- Resource for other AWAs at Focus Partners Wealth
- Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan
- Creates a personalized Investment Policy Statement and holistic investment strategy for each client
- Ability to independently lead client communications and interactions
- Develop an understanding of the fundamentals of trading.
- Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
Requirements
- Bachelor's Degree
- 2+ years financial planning experience
- Knowledge of financial industry, financial products, and financial planning concepts
- Some travel may be required
- Series 65
- Strong interpersonal communication skills; team-orientated approach
- Clean U4
Compensation
- The annualized base pay range for this role is expected to be between $83,000 - $88,000.
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