Position Summary
Kovitz is seeking an Associate Wealth Advisor. The Associate Wealth Advisor role leverages the time and expertise of the Lead Financial Advisor by assisting them, and at times replacing them, in the execution of steps in the client service process. The Associate Wealth Advisor focuses on communicating with clients and responding to their needs and is expected to meet the needs of clients as determined by the Lead Financial Advisor. The Associate Wealth Advisor will help retain existing clients by providing outstanding service and is expected to generate referrals.
Primary Responsibilities- Provide exceptional client service to an advisor's book of business, ensuring clients' needs are met promptly and effectively.
- Build, maintain, and solidify client relationships, playing a supportive role on larger relationships and proactively addressing clients' plans and goals.
- Advise clients by delivering presentations, answering questions, and providing basic investment and financial planning advice.
- Take detailed notes during client meetings and be accountable for follow-up items to ensure client satisfaction.
- Learn business development strategies while servicing clients and identify opportunities to expand the client relationship.
- Coordinate the creation of financial/mini-plans and prospecting documents to support business development efforts.
- Series 65 or equivalent required
- CFP not required but encouraged
- 2-3 years’ experience delivering direct client advice
- Soft skills such as communication or problem-solving
The annualized base pay range for this role is expected to be between $75,000-$85,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
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Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.
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For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. 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. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
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Focus Financial Partners is a leading partnership of independent, fiduciary wealth management firms. Focus provides unrivaled access to best practices, resources, and continuity planning for its partner firms who serve individuals, families, employers and institutions with wealth management, benefit and investment consulting services. Focus partner firms maintain their operational independence, while they benefit from the synergies, scale, economics and best practices of the market leader to achieve their business objectives. For more information about Focus Financial Partners, please visit www.focusfinancialpartners.com.
