Associate Wealth Advisor

Focusfinancialpartners

San Francisco, CA, United States
Base: $110,000 - $120,000pyear; bonus/equity: annu...
On-site
Develop financial plans
Tax, estate, and insurance planning
Holistic investment strategy
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
  • Tax, estate, and insurance planning
  • Holistic investment strategy
  • Client communication and interaction
  • Record client communication in CRM
  • Client billing reviews and compliance

Nice-to-have

  • Team-oriented approach
  • Data-driven investment firm
  • Active navigation of market environments

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