Wealth Advisor

Requirements

• 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
• About Focus Financial Partners
• Focus complies with federal and state disability laws and makes reasonable accommodations f

Benefits

Additional Information

Position Summary Focus Partners Wealth is seeking a Wealth Advisor. 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 clients' 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. Primary Responsibilities Leadership Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team's business plan. 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

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