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Focus Financial Partners · 6 hours ago

Wealth Advisor

Kirkland, WA

Full-time

Hybrid

Senior Level

$150K/yr - $200K/yr

7+ years exp

Focus Partners Wealth is seeking a Wealth Advisor responsible for delivering exceptional advice and service to clients, specifically in their Asian Wealth Advisory Practice. The role involves managing client relationships, conducting financial analyses, and developing investment strategies to meet the diverse needs of clients in the Asian community.

Asset ManagementFinanceFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Be the point person responsible for managing the guidance and service provided to our clients, with an emphasis on our Asian clientele – either as a supporting advisor or the lead advisor on client engagements

Prepare and/or review agendas, reports, and analyses for client meetings and then lead those meetings

Evaluate various financial decisions and strategies for clients by conducting research and complex financial analyses on a wide range of investment, tax, estate and financial planning topics

Develop, recommend and assist in the implementation of complex portfolio asset allocation and investment strategies -- which will include the use of various alternative investment strategies such as hedge funds, private equity and direct real estate

Contribute to the growth in new clients via new business development efforts, including referrals, external networking, as well as active participation in firm-sponsored growth events and activities

Collaborate with the broader client service team to help provide the support needed to deliver high-quality service to our clients -- whether it is operational support (such as billing), analysis (such as financial modeling and tax projections) or client service needs (such as responding to inquiries, moving money, etc.)

Provide guidance, feedback and mentoring to junior team members to continue to build their acumen, technical knowledge and advisory abilities

Qualification

Wealth management experienceCFP®CPACFA®Financial analysisInvestment strategiesMandarin languageAnalytical thinkingRelationship-building skillsAttention to detailProblem-solving skillsCommunication skills