This advisor plays an integral role on Focus Partners Wealth Institutional Services Team as we deliver exceptional Outsourced Chief Investment Officer services to a growing and diverse group of small to mid-size institutional clients, predominantly nonprofit entities
Job Summary
This advisor plays an integral role on Focus Partners Wealth Institutional Services Team as we deliver exceptional Outsourced Chief Investment Officer services to a growing and diverse group of small to mid-size institutional clients, predominantly nonprofit entities.
The Associate Consultant is also directly involved in the new business development process by tracking the team’s pipeline, helping the team respond to requests for proposals and preparing new business presentations.
Focus provides team members the flexibility to work a hybrid schedule, with 3 days in office work required per week.
Matching Summary
This advisor plays an integral role on Focus Partners Wealth Institutional Services Team as we deliver exceptional Outsourced Chief Investment Officer services to a growing and diverse group of small to mid-size institutional clients, predominantly nonprofit entities.
Salary
Base: $75,000–$90,000; Bonus/Equity: annual cash bonus; Benefits: medical, dental, vision, life insurance, and 401(k)
Skills & Requirements
Must-have
Client service and cash flow management
Portfolio management support
Client reporting and meeting workflows
New business development support
Investment strategy analysis
Nice-to-have
Deep understanding of investment philosophy
Consultative client relationships
Proactive service offering development
Key Requirements
Bachelor's degree in finance, business administration or related field
2+ years’ experience in financial services
Series 65 within 120 days of employment
Experience working with RIAs and Independent Financial Advisors preferred