Wealth Advisor

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

📋 Description

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

• Capability to create and provide tax, estate, and insurance planning services.

• Identify advanced planning opportunities and establish internal best practices.

• Achieve mastery of Focus Partners Wealth’s (FPW) investment philosophy.

• Design a comprehensive investment strategy for each client, adjusting risk tolerance as necessary over time.

• Gain an understanding of trading fundamentals. Collaborate with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, and more.

• Collaborate with other Associate Wealth Advisors (AWAs) for resources.

• Attain mastery of the technology stack available, including the CRM system and custodian websites.

• Demonstrate the ability to independently lead client communications and interactions.

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

• Engage with clients through emails, calls, and presentations independently.

• Act as the primary contact for client needs and work with team members to guarantee 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 support the firm's strategic goals.

• Demonstrate the ability to develop business in a team setting.

• Manage a select number of client relationships.

• Spearhead the development of financial planning recommendations for clients.

⛳️ Requirements

• Bachelor’s Degree.

• Series 65 or an equivalent qualification.

• Over 4 years of experience in financial services.

• CFP® or an equivalent credential (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 meticulous attention to detail.

• Strong interpersonal communication skills, particularly in explaining complex financial concepts to clients.

• Team-oriented mindset.

• Knowledge of the financial industry, financial products, and financial planning principles.

• Proficient in financial software and tools for modeling and analysis, as well as CRM systems.

🏝️ Benefits

• Medical, dental, vision, and life insurance.

• 401(k).