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Focus Financial Partners · 1 day ago

Wealth Advisor

Bellevue, WA

Full-time

Hybrid

Senior Level

$150K/yr - $160K/yr

7+ years exp

Focus Partners Wealth is seeking a Wealth Advisor to join their team, who will serve clients by prioritizing their needs and leading a team in holistic financial planning. The role involves developing financial strategies, managing client relationships, and contributing to business growth.

Asset ManagementFinanceFinancial ServicesWealth Management

Growth Opportunities

Responsibilities

Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team’s business plan. The business plan is the collective agreement that outlines the team’s priorities and growth goals

Have both a tactical (short term) and strategic (long term) approach to team development and growth

Establishes the optimal client experience and collaborates with team members to ensure the highest level of service

Provides feedback and opportunities for development of Associate Wealth Advisors

Takes ownership and accountability for client issues that arise

Leads by example and actively participates in firm initiatives and carries forth the core values of the firm

Serve as Primary advisor on 50%+ of client relationships

Proficient in all areas of planning and implementing financial plans for clients

Develops a mastery of Focus Partner Wealth’s (FPW) investment philosophy

Active utilization of FPW’s client experience framework

Conducts Client Discovery and Wealth Planning Conversations

Identify advanced planning opportunities and develop internal best practices

Create, edit, and present financial plans through planning software

Create a holistic investment strategy for each client, monitor risk tolerance over time as needed

Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc

Assist with client billing reviews to ensure fees are collected in a timely manner

Consistently document client interactions and manage follow-up using the client relationship management (CRM) platform

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

Consistently meets and exceeds revenue and growth goals

Develops multiple Centers of Influences which are active client referral sources

Ability to develop new business independently and in a team environment

Manage individual and team prospect pipeline, including the onboarding of new clients

Qualification

CFPEquivalentWealth management experienceInvestment strategies masteryFinancial analysis experienceBusiness development skillsTax planning knowledgeEstate planning knowledgeFinancial planning conceptsClean U4Interpersonal communicationTeam-oriented approach