Base pyy varies by experience + location; annual c...
On-site
Evidence-based investment philosophy mastery
Financial plan creation using money guide elite
Independent client communication 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 relationships independently.
Focus Financial Partners offers a hybrid work model requiring three days in the office per week with flexibility for remote work.
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; Annual cash bonus available; Comprehensive benefits package included
Skills & Requirements
Must-have
Evidence-based investment philosophy mastery
Financial plan creation using Money Guide Elite
Independent client communication leadership
Asset allocation based on risk tolerance
Client database management in CRM platform
Nice-to-have
Strong interpersonal communication skills
Team-oriented approach to collaboration
Experience with tax loss harvesting strategies
Ability to articulate investment philosophy clearly