Wealth Advisor

Position Summary

Focus Partners Wealth is seeking a Wealth Advisor responsible for delivering exceptional advice and service to clients, specifically in our Asian Wealth Advisory Practice. You will be the first call for any financial guidance and service that our clients need and the primary point of contact for our Asian Clientele, while also supporting other advisors. You will work expeditiously with the team to conduct financial analyses, construct and manage investment portfolios, project income‑tax liabilities, provide guidance on estate planning, and address other financial needs that benefit our clients in the Asian community.

Focus provides a flexible hybrid schedule: 3 days in office per week with the option to work remotely 2 days per week or as assigned by the team leader.

• Be the point person responsible for managing the guidance and service provided to our clients, with an emphasis on our Asian clientele – either as a supporting advisor or the lead advisor on client engagements.
• Prepare and/or review agendas, reports, and analyses for client meetings and then lead those meetings.
• Evaluate various financial decisions and strategies for clients by conducting research and complex financial analyses on a wide range of investment, tax, estate and financial planning topics.
• Develop, recommend and assist in the implementation of complex portfolio asset allocation and investment strategies – including alternative investments such as hedge funds, private equity and direct real estate.
• Contribute to the growth in new clients via new business development efforts, including referrals, external networking, and active participation in firm‑sponsored growth events and activities.
• Collaborate with the broader client service team to deliver high‑quality service, providing operational support (billing), analysis (financial modeling and tax projections), or client service needs (responding to inquiries, moving money, etc.).
• Provide guidance, feedback and mentoring to junior team members to build their acumen, technical knowledge and advisory abilities.

• Bachelor’s degree in finance/accounting/economics from a premier university with strong academic achievement – MBA preferred.
• 7+ years of wealth‑management related experience preferred.
• CFP®, CPA or CFA® designation preferred or working toward one.
• Must be able to speak, read and write in Mandarin and/or other languages;
  Japanese or Korean preferred.
• Motivated to serve others – strong relationship‑building skills.
• Passion for excellence – strong attention to detail and accuracy.
• Analytical thinking and problem‑solving skills.
• Ability to work independently and within strict deadlines while managing multiple priorities and open projects.
• Strong interpersonal, verbal, and written communication skills.

The annualized base pay range for this role is expected to be $150,000 - $200,000 per year. Actual base pay may vary based on experience, expertise, location, and skill set. Base pay is one component of total compensation; other rewards may include an annual cash bonus and a comprehensive benefits package.

Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, serving individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives.

For more information about Focus, visit

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For Indiana Applicants: 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 who is a veteran of the armed forces of the United States, a member of the Indiana National Guard or a reserve component.

For Maryland Applicants: Under Maryland law, an employer may not require or demand that any individual submit to or take a polygraph or similar test. An employer who violates this law is guilty of a misdemeanor and subject to a fine not exceeding $100.

For Massachusetts Applicants: It is unlawful 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 Rhode Island workers’ compensation law and may restrict claims if false information is provided. The Company complies fully with the Americans with Disabilities Act.