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Focus Partners Wealth · 1 day ago

Associate Wealth Advisor

St Louis, MO

Full-time

Hybrid

Entry Level

$85K/yr - $95K/yr

2+ years exp

Focus Partners Wealth is seeking an Associate Wealth Advisor to join their team. This role involves collaborating with a planning-centric team to design, build, and protect clients' financial dreams while managing client relationships and participating in the financial planning process.

ConsultingFinancial Services

Growth Opportunities

H1B Sponsor Likely

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 Money Guide Elite, Orion, and Holistiplan

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

Qualification

Series 65Financial planning experienceFinancial productsClient relationship managementInterpersonal communication

Required

Bachelor's Degree

2+ years financial planning experience

Series 65

Strong interpersonal communication skills; team-orientated approach

Knowledge of financial industry, financial products, and financial planning concepts

Clean U4

Benefits

Annual cash bonus

Comprehensive benefits package

Company

Focus Partners Wealth

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.

Founded in 1986

Los Angeles, California, USA

1001-5000 employees

http://thecolonygroup.com

H1B Sponsorship

Focus Partners Wealth has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2022 (1)

2021 (1)

2020 (1)