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Focus Partners Wealth · 18 hours ago

Associate Wealth Advisor

Nashville, TN

Full-time

Hybrid

Entry Level

$90K/yr - $95K/yr

2+ years exp

Focus Partners Wealth is seeking an Associate Wealth Advisor to join their team, dedicated to creating personalized wealth advice based on clients' goals. The role involves partnering with Wealth Advisors to maintain client relationships and actively participate in the financial planning process.

ConsultingFinancial Services

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Develop, revise, and present financial plans through planning software

Knowledge of tax, estate, and insurance planning

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

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

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

Mastery of technology stack offered, including CRM system and custodian websites

Resource and collaboration with other Associate Wealth Advisors (AWAs)

Ability to independently lead client communications and interactions

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

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

Complete client billing reviews and ensure compliance for the advisory team

Engage in advisory team business planning efforts and actively support the firm’s strategic priorities

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

Qualification

Financial planningInvestment strategyTax planningSeries 65 certificationFinancial services experienceAnalytical skillsFinancial productsInterpersonal skillsAttention to detailTeam-oriented approach

Required

Bachelor's Degree

Series 65 or equivalent within 120 days of employment

2+ years of financial service experience

Strong interpersonal skills; team-orientated approach

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

Excellent analytical skills and attention to detail

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)