Associate Wealth Advisor

Posted 23 days agoViewed

110000 - 120000 USD per year

Pacific NorthwestFull-TimeWealth Management

Company:Focus Financial Partners

Location:Pacific Northwest

Languages:English

Seniority level:Junior, 2+ years

Experience:2+ years

Skills:

Data AnalysisMicrosoft ExcelPresentation skillsComplianceFinancial analysisClient relationship managementRisk ManagementCRM

Requirements:

Bachelor’s Degree Series 65 or equivalent within 120 days of employment 2+ years of financial service 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

Responsibilities:

Develop, revise, and present financial plans Knowledge of tax, estate, and insurance planning Mastery of FPW’s investment philosophy Create holistic investment strategies Approve and execute portfolios and trade recommendations Mastery of technology stack, including CRM Resource and collaborate with other Associate Wealth Advisors Independently lead client communications Record client communication and information in CRM Serve as day-to-day contact for client needs Complete client billing reviews Engage in advisory team business planning Meet with clients in person Travel to the Pacific Northwest (25-30%)