Associate Wealth Advisor

Focus Financial Partners

Nashville, TN, United States
Base pyy varies by experience + location; includes...
On-site
Evidence-based investment philosophy mastery
Financial plan creation using money guide elite
Client communication and interaction leadership
The Associate Wealth Advisor will partner with a Wealth Advisor to design, build, and protect the financial dreams of clients through comprehensive planning

Job Summary

  • The Associate Wealth Advisor will partner with a Wealth Advisor to design, build, and protect the financial dreams of clients through comprehensive planning.
  • This role requires creating personalized Investment Policy Statements and holistic investment strategies while managing client database information and requests.
  • Focus Financial Partners offers a hybrid work schedule allowing team members to work three days in the office and two days remotely.

Matching Summary

The Associate Wealth Advisor will partner with a Wealth Advisor to design, build, and protect the financial dreams of clients through comprehensive planning.

Salary

Base pay varies by experience and location; includes annual cash bonus; comprehensive benefits package included

Skills & Requirements

Must-have

  • Evidence-based investment philosophy mastery
  • Financial plan creation using Money Guide Elite
  • Client communication and interaction leadership
  • Asset allocation determination based on risk
  • Trading fundamentals and portfolio execution

Nice-to-have

  • Strong interpersonal communication skills
  • Team-oriented approach to collaboration
  • Business planning effort engagement
  • Strategic priority support capability

Key Requirements

  • Bachelor's Degree required
  • 2+ years financial planning experience
  • Series 65 license required
  • Clean U4 record required

Work Rights

Not specified

Tailored Resume

Cover Letter