Associate Wealth Advisor

Focus Financial Partners

Portland, US
Base: $110,000 - $120,000pyear; bonus/equity: annu...
On-site
Develop financial plans
Investment strategy creation
Client communication and interaction
Develop, revise, and present financial plans through planning software, incorporating knowledge of tax, estate, and insurance planning

Job Summary

  • Develop, revise, and present financial plans through planning software, incorporating knowledge of tax, estate, and insurance planning.
  • Create holistic investment strategies for clients, monitor risk tolerance, and partner with the Portfolio Management team for trade execution and tax loss harvesting.
  • Master the technology stack, including CRM and custodian websites, and independently lead client communications while diligently recording interactions.

Matching Summary

Develop, revise, and present financial plans through planning software, incorporating knowledge of tax, estate, and insurance planning.

Salary

Base: $110,000 - $120,000/year; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • Develop financial plans
  • Investment strategy creation
  • Client communication and interaction
  • CRM system mastery
  • Tax, estate, and insurance planning knowledge

Nice-to-have

  • Data-driven investment firm
  • Active market navigation
  • Team collaboration

Key Requirements

  • Bachelor's Degree
  • Series 65 or equivalent within 120 days
  • 2+ years of financial service experience
  • Clean U4

Work Rights

Not specified

Tailored Resume

Cover Letter