Associate Wealth Advisor at Focus Financial Partners

<p><span style="font-size: 12pt;"><strong>Position Summary</strong></span></p> <p><span style="font-size: 12pt;">The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.</span></p> <p><span style="font-size: 12pt;">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 day per week, or as assigned by their team leader.</span></p> <p><span style="font-size: 12pt;"><strong>Primary Responsibilities</strong></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Resource for other AWAs at Focus Partners Wealth.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan.&nbsp;&nbsp;</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Creates a personalized Investment Policy Statement and holistic investment strategy for each client.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Ability to independently lead client communications and interactions.&nbsp;</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve &amp; execute portfolios, trade recommendations, tax loss harvesting, etc.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Determine asset allocation based on clients’ needs, willingness &amp; ability to take risk.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Diligent recording of client communication and information within client relationship management platform.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Engages in business planning efforts and actively supports the firm’s strategic priorities.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Ability to meet with clients in person. Some travel may be required.&nbsp;</span></li> </ul> <p><span style="font-size: 12pt;"><strong>Qualifications</strong></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Bachelor's Degree</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">2+ years financial planning experience</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Series 65</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Strong interpersonal communication skills; team-orientated approach&nbsp;</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Knowledge of financial industry, financial products, and financial planning concepts</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Clean U4</span></li> </ul> <p><span style="font-size: 12pt;">This position is an exempt position. 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.&nbsp; The base pay is just one component of the total compensation package for employees.&nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.&nbsp;</span></p> <p><span style="font-size: 12pt;">#LI-CB1</span></p><div class="content-conclusion"><p><span style="font-size: 12pt;"><strong>About Focus Financial Partners</strong></span></p> <p><span style="font-size: 12pt;">Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false&amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892&amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO">www.focusfinancialpartners.com</a>&nbsp;or follow the company on&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO">LinkedIn</a>.</span></p> <p><span style="font-size: 12pt;">Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.&nbsp;</span></p> <p><span style="font-size: 12pt;">Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact <a href="mailto:[email protected]">[email protected]</a>.</span></p> <p><span style="font-size: 8pt;"><strong><em>The following language is for US based roles only</em></strong></span></p> <p><span style="font-size: 8pt;"><strong>For California Applicants:&nbsp;</strong><span data-teams="true">Information on your California privacy rights can be found</span><strong><span data-teams="true"> <a id="menur4dt" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249" target="_blank">here</a></span></strong></span></p> <p><span style="font-size: 8pt;"><strong>For Indiana Applicants: </strong>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.</span></p> <p><span style="font-size: 8pt;"><strong>For Maryland Applicants: </strong>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.&nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Massachusetts Applicants:</strong> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.&nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Montana Applicants: </strong>If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.<strong> </strong></span></p> <p><span style="font-size: 8pt;"><strong>For Rhode Island Applicants:</strong> 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.&nbsp; The Company complies fully with the Americans with Disabilities Act.</span></p></div>