Associate Wealth Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Create, update, and deliver financial strategies using planning software

• Familiarity with tax, estate, and insurance planning

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

• Develop a comprehensive investment strategy tailored to each client

• Continuously assess risk tolerance as necessary

• Gain insights into the basics of trading

• Collaborate with the Portfolio Management team to authorize and implement portfolios

• Achieve proficiency in the technology suite provided, including CRM systems and custodian websites

• Serve as a resource and collaborate effectively with other Associate Wealth Advisors (AWAs)

• Capable of independently managing client communications and interactions

• Meticulously document client communications and information in the client relationship management platform

• Act as the primary contact for clients' daily needs

⛳️ Requirements

• Bachelor’s Degree

• Series 65 or equivalent certification within 120 days of starting employment

• Minimum of 2 years of experience in financial services

• Strong interpersonal skills with a collaborative team-oriented mindset

• Understanding of the financial industry, financial products, and planning concepts

• Exceptional analytical abilities and attention to detail

• Clean U4 record.

🏝️ Benefits

• Health insurance

• Dental insurance

• Vision insurance

• Life insurance

• 401(k) plan with matching contributions

• Annual cash bonus