Responsibilities
- Collaborate with Wealth Advisors to strengthen client relationships by actively supporting financial planning activities.
- Design and execute strategies related to retirement, risk mitigation, taxation, estate planning, and investment management.
- Produce, update, and present comprehensive financial plans using specialized planning tools.
- Deliver detailed analyses and recommendations in tax, estate, and insurance planning.
- Recognize opportunities for advanced planning and help establish internal standards and best practices.
- Gain deep understanding of the firm’s investment principles and advisory framework.
- Construct personalized investment strategies for clients and reassess risk profiles over time as necessary.
- Learn core concepts of trading operations and procedures.
- Work alongside the Portfolio Management team to authorize and carry out portfolio changes, trade execution, and tax loss harvesting strategies.
- Coordinate with peer Associate Wealth Advisors to share knowledge and improve team effectiveness.
- Achieve proficiency with the firm’s technology systems, including CRM platforms and custodial portals.
- Conduct client communications independently, including discussions and follow-ups.
- Accurately document all client interactions and data within the client relationship management system.
- Manage direct client engagement via email, phone calls, and formal presentations without supervision.
- Act as the primary point of contact for daily client inquiries and coordinate with team members to deliver exceptional service.
- Perform regular reviews of client billing and support compliance requirements for the advisory group.
- Contribute to the advisory team’s business planning and support organizational strategic goals.
- Demonstrate capability in growing business within a collaborative team setting.
- Take ownership of managing a defined set of client relationships.
- Take initiative in formulating and delivering financial planning recommendations to clients.
Compensation
Competitive compensation package commensurate with experience
Work Arrangement
Hybrid work environment with flexibility based on team and client needs
Team
Collaborative team setting within a growing advisory group
Responsibilities
- Partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.
- Creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.
- Develop, revise, and present financial plans through planning software.
- Ability to create and deliver tax, estate, and insurance planning.
- Identify advanced planning opportunities and develop internal best practices.
- Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy.
- Create a holistic investment strategy for each client, monitor risk tolerance over time as needed.
- Develop an understanding of the fundamentals of trading.
- Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
- Resource and collaboration with other Associate Wealth Advisors (AWAs).
- Mastery of technology stack offered, including CRM system and custodian websites.
- Ability to independently lead client communications and interactions.
- Diligent recording of client communication and information within client relationship management platform.
- Independently interact and communicate with clients through emails, calls, and client presentations.
- Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service.
- Complete client billing reviews and ensure compliance for the advisory team.
- Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.
- Ability to business develop in a team environment.
- Lead a select number of client relationships.
- Lead the development of financial planning recommendations to clients.
Not available