Apply on Employer Site

Focus Financial Partners · 1 day ago

Associate Wealth Advisor

Needham, MA

Full-time

Onsite

Entry, Mid Level

$70K/yr - $75K/yr

2+ years exp

Focus Financial Partners is a leading partnership of fiduciary wealth management and related financial services firms. The Associate Wealth Advisor will collaborate with a team of advisors to design and protect clients' financial dreams, actively participating in the financial planning process and managing client relationships.

Asset ManagementFinanceFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy

Resource for other AWAs at Focus Partners Wealth

Create, edit, and present financial plans through eMoney

Creates a personalized Investment Policy Statement and holistic investment strategy for each client

Ability to independently lead client communications and interactions

Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc

Determine asset allocation based on clients’ needs, willingness & ability to take risk

Diligent recording of client communication and information within client relationship management platform

Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service

Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner

Engages in business planning efforts and actively supports the firm’s strategic priorities

Ability to meet with clients in person. Some travel may be required