Wealth Advisor - Vice President

Requirements

• Bachelor's Degree
• 5+ years of experience
• CFP or equivalent
• Strong communication skills
• Ability to learn and communicate market and investment product knowledge for systematic strategies
• #LI-KP1
• About Focus Financial Partners
• The following language is for US based roles only
• For California Applicants: Information on your California privacy rights can be found here
• 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

Benefits

Additional Information

NorthCoast Asset Management is an active investment management firm founded in 1988 and based in Stamford, Connecticut with over $5 billion in assets and 40 employees. The firm provides investment solutions for individuals, financial advisors, and institutions. We believe a thoroughly researched and systematic investment process grounded in common sense will outperform intuition over time. Position Summary NorthCoast Asset Management is looking for a Wealth Advisor, Vice President to join our LA office and inherit a book of high-net-worth clientele. No requirement to source new clientele from external channels as the Firm has several well-developed lead sources. Primary Responsibilities Develop relationships within existing client book Consolidate assets and driving revenue growth Ability to network with partners, be an ambassador of the firm Generate opportunities for branch office presentation Follow leads from lead source, develop opportunity, close and onboard prospective clients Work with trading and operations to coordinate all aspects of client onboarding and ongoing account support Scheduling client reviews, account paperwork, and miscellaneous service items as needed Build review presentations, client proposals, and input portfolio planning information to Money Guide Pro Maintain client communication in the contact management system Respond to incoming emails, calls and meeting requests A positive attitude and high energy level Proactive communication and follow up Demonstrated strong presentation, analytical, interpersonal, relationship management, and written and verbal communication skills

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