Senior Associate Wealth Advisor

Position SummaryFocus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our team. The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning‑centric team dedicated to creating personalized wealth advice based on each client's goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.Primary ResponsibilitiesCreate, edit, and present financial plans through planning softwareLead the development of financial planning recommendations to clientsIdentify advanced planning opportunities and develop internal best practicesModel and resolve complex financial questions and client situationsServe as primary advisor for a select number of clientsManage individual and team prospect pipeline, including the onboarding of new clientsBusiness develop independently and in a team environmentDevelop mastery of Focus Partners Wealth's (FPW) investment philosophyMaster the technology stack offered, including CRM system and custodian websitesCreate holistic investment strategy for each client and monitor risk tolerance over time as neededIndependently lead daily client communications and interactionsDevelop an understanding of the fundamentals of trading and partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.Record client communication and information diligently within the client relationship platformResource and collaborate with other Associate Wealth Advisors (AWAs)Review client billing and ensure compliance for the advisory teamEngage in advisory team business planning efforts and support the firm's strategic prioritiesInteract and communicate independently with clients through emails, calls, and presentationsMeet with clients in person; some travel may be requiredQualificationsBachelor's Degree5+ years of financial service experienceCFP or equivalent (ChFC or CPA + PFS) requiredProven experience in financial analysis, modeling, and strategic planningStrong understanding of investment strategies, risk management, tax planning, and estate planningExcellent analytical skills and attention to detailStrong interpersonal skills and ability to explain complex financial concepts to clientsTeam‑orientated approachKnowledge of financial industry, financial products, and financial planning conceptsExperience managing prospect pipelines and onboarding new clientsBusiness development skillsetClean U4Compensation & BenefitsThe Senior Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $124,000 – $140,000 per 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, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate's experience and education.For Indiana ApplicantsIt 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 ApplicantsI 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 California ApplicantsInformation on your California privacy rights can be found here.For Massachusetts ApplicantsIt 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 ApplicantsIf hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.For Rhode Island ApplicantsFocus 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.Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate's skillset, and without regard to an employee or candidate's race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.#J-18808-Ljbffr