Associate Wealth Advisor

This is a fully remote position, open to applicants in North Carolina.

📋 Description

• Develop, update, and present financial plans using planning software.

• Capable of creating and delivering tax, estate, and insurance planning services.

• Recognize advanced planning opportunities and formulate internal best practices.

• Attain a thorough understanding of Focus Partners Wealth’s (FPW) investment philosophy.

• Formulate a comprehensive investment strategy for each client and adjust risk tolerance monitoring as necessary.

• Gain a foundational understanding of trading principles. Collaborate with the Portfolio Management team to authorize and execute portfolios, trade recommendations, tax loss harvesting, etc.

• Provide resources and collaborate with fellow Associate Wealth Advisors (AWAs).

• Achieve mastery of the technology stack available, including CRM systems and custodian websites.

• Capable of independently leading client communications and interactions.

• Diligently document client communications and information within the client relationship management platform.

• Independently engage and communicate with clients via emails, phone calls, and client presentations.

• Act as the primary contact for client needs and work with team members to provide the highest level of client service.

• Conduct client billing reviews and ensure compliance for the advisory team.

• Participate in advisory team business planning initiatives and actively contribute to the firm’s strategic priorities.

• Ability to develop business in a collaborative team setting.

• Oversee a select portfolio of client relationships.

• Lead the formulation of financial planning recommendations for clients.

⛳️ Requirements

• Bachelor’s Degree.

• Series 65 or equivalent certification.

• A minimum of 4 years of experience in financial services.

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

• Demonstrated experience in financial analysis, modeling, and strategic planning.

• Strong comprehension of investment strategies, risk management, tax planning, and estate planning.

• Excellent analytical abilities and attention to detail.

• Strong interpersonal communication skills with the capability to elucidate complex financial concepts to clients.

• Team-oriented mindset.

• Knowledgeable in the financial industry, financial products, and financial planning concepts.

• Proficient in financial software and analytical tools, as well as CRM applications.

🏝️ Benefits

• Medical.

• Dental.

• Vision.

• Life insurance.

• 401(k).