Position Summary
Focus Partners Wealth is seeking a Wealth Advisor to join our team! The Wealth Advisor is the primary point of contact for all client relationships within their book of business and must have the ability to present the services offered in a clear and concise manner. With a commitment to an elevated client experience, the Wealth Advisor works directly with clients to develop and implement strategies to address their financial, insurance, charitable, tax, and estate planning needs.
Primary Responsibilities
- Serve as the relationship manager for wealth management clients.
- Leverage our business development team (established in the Schwab and Fidelity referral network programs), outside trusted advisors, COIs, and other outlets to increase market share and grow your book of business.
- Partner with the Centralized Planning Group to develop comprehensive financial plans for clients including cash flow and tax management, retirement, educational and estate planning, risk, and insurance reviews.
- Collaborate with the Investment team to provide investment advice, recommendations, and education to clients.
- Work with clients to ensure action items are thoroughly executed and documented.
- Establish and grow relationships with clients’ other advisors (attorneys, CPAs, etc.).
- Prepare for and lead client meetings.
Qualifications
- 4+ years financial services experience
- Bachelor’s degree
- CFP® designation
- Clean U4
- RIA experience preferred
- RIA custodian and back-office knowledge with a general understanding of Schwab & Fidelity Institutional platforms
- Strong background in discussing investments and markets with clients
- Experience with financial planning software
- Attention to detail, poised and organized with a keen sense of urgency
- Exceptional communication and presentation skills
The annualized base pay range for this role is expected to be between $115,000 - $130,000/year. 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.
For California Applicants: Information on your California privacy rights can be found here
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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What We Do
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.
