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Focus Partners Wealth · 4 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 being the primary point of contact for Asian clientele, conducting financial analyses, managing investment portfolios, and providing guidance on estate planning and other financial needs.

ConsultingFinancial Services

Growth Opportunities

H1B Sponsor Likely

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® designationMandarin languageAnalytical thinkingRelationship-building skillsAttention to detailProblem-solving skillsCommunication skills

Required

Bachelor's degree in finance/accounting/economics from a premier University with strong academic achievement

Must be able to speak, read and write in Mandarin

Motivated to serve others -- strong relationship-building skills

Passion for excellence -- strong attention to detail and accuracy

Analytical thinking and problem-solving skills

Ability to work independently and within strict deadlines while managing multiple priorities and open projects

Strong interpersonal, verbal, and written communication skill

Preferred

MBA is preferred

7+ years of wealth management related experience preferred

CFP®, CPA or CFA® designation preferred or working towards achieving one

Japanese or Korean preferred

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)