Associate Wealth Advisor

Focus Financial Partners

North Andover, MA, United States
Base: $60,000 - $125,000pyear; bonus/equity: annua...
Hybrid (3 days in office, 2 days remote)
Develop and present financial plans
Knowledge of tax estate and insurance planning
Mastery of focus partners wealth investment philosophy
Focus Financial Partners is looking for an Associate Wealth Advisor to join their planning-centric team in North Andover, MA. The role involves collaborating with Wealth Advisors to provide personalized financial planning services while maintaining strong client relationships

Job Summary

  • The role involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.
  • Focus provides team members the flexibility to work a hybrid schedule defined as 3 days in office work required per week.
  • The position requires developing and implementing strategies in retirement, risk management, tax, estate, and investment planning.

Matching Summary

Match Score: 75

Focus Financial Partners is looking for an Associate Wealth Advisor to join their planning-centric team in North Andover, MA. The role involves collaborating with Wealth Advisors to provide personalized financial planning services while maintaining strong client relationships.

Salary

Base: $60,000 - $125,000/year; Bonus/Equity: Annual cash bonus available; Benefits: Comprehensive benefits package included

Skills & Requirements

Must-have

  • Develop and present financial plans
  • Knowledge of tax estate and insurance planning
  • Mastery of Focus Partners Wealth investment philosophy
  • Create holistic investment strategy for clients
  • Understand fundamentals of trading and portfolio execution
  • Diligent recording in CRM system
  • Ability to meet with clients in person

Nice-to-have

  • Strong interpersonal skills and team-orientated approach
  • Excellent analytical skills and attention to detail
  • Resource and collaboration with other Associate Wealth Advisors
  • Independently lead client communications and interactions
  • Engage in advisory team business planning efforts

Key Requirements

  • Bachelor's Degree
  • Series 65 or equivalent within 120 days of employment
  • 2+ years of financial service experience
  • Clean U4
  • Knowledge of financial industry products and planning concepts

Work Rights

Not specified

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