Position Summary
Focus Partners Wealth is seeking a Wealth Advisor to join our team! The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients’ needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling client’s financial goals. They do this by first listening to and understanding each client’s unique complexities and desires, before acting. The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development. They will initiate conversations and coordinate action plans in all aspects of a client’s financial life including goals-based planning, taxation, estate planning, and retirement.
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Primary Responsibilities
Leadership
- 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
Client Experience
- 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.
Business Development
- 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
Qualifications
- Bachelor’s Degree
- 7+ years of advisory experience in the wealth management industry
- CFP or equivalent (ChFC or CPA + PFS) required
- Proven Business Development Skillset
- Mastery of investment strategies, risk management, tax planning, and estate planning
- Proven experience in financial analysis, modeling, and strategic planning
- Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients
- Team-oriented approach
- Knowledge of financial services industry, financial products, and financial planning concepts
- Clean U4
The annualized base pay range for this role is expected to be between $130,000-$140,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.
#LI-AH1
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
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