A remote role at Focus Financial Partners.
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Original listing text, shown exactly as published by the company.
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
Bachelor’s Degree
Series 65 or equivalent within 120 days of employment
2+ years of financial planning or wealth management 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
This position is an exempt position. The annualized base pay range for this role is expected to be between $75,000 - $95,000 per year base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
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Focus Financial Partners
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Focus Financial Partners Inc. is an American company that invests in independent, fiduciary wealth management firms, being listed on the Nasdaq under the ticker symbol FOCS. Headquartered in New York City, it was incorporated in 2004 by Ruediger (Rudy) Adolf, Rajini Kodialam and Leonard (Lenny) Chang.
Source: Wikipedia
