Senior Associate Wealth Advisor

Focusfinancialpartners

Boston, MA, United States
Base: $80,000 - $140,000pyear; bonus/equity: annua...
On-site
Financial planning software
Investment strategy development
Client relationship management
The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations

Job Summary

  • The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.
  • Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.
  • Focus provides team members the flexibility to work a hybrid schedule.

Matching Summary

The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.

Salary

Base: $80,000 - $140,000/year; Bonus/Equity: annual cash bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • Financial planning software
  • Investment strategy development
  • Client relationship management
  • Business development skills
  • Holistic investment strategy

Nice-to-have

  • Team-oriented approach
  • Client-first fiduciary philosophy

Key Requirements

  • Bachelor's Degree
  • 5+ years of financial service experience
  • CFP or equivalent (ChFC or CPA + PFS) required
  • Proven experience in financial analysis, modeling, and strategic planning
  • Strong understanding of investment strategies, risk management, tax planning, and estate planning
  • Business development skillset
  • Clean U4

Work Rights

Not specified

Tailored Resume

Cover Letter