Senior Associate Wealth Advisor Job Needham area,Massachusetts USA,Finance & Banking

job description summary

focus partners is seeking a senior associate wealth advisor to join our team! The senior associate wealth advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with wealth advisors to maintain and enhance client relationships through active participation in the financial planning process.

Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.

job description summary

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 days per week, or as assigned by their team leader.

job description primary responsibilities

create, edit, and present financial plans through planning software
lead the development of financial planning recommendations to clients
identify advanced planning opportunities and develop internal best practices
ability to model and resolve complex financial questions and client situations
serve as primary advisor for a select number of clients
manage individual and team prospect pipeline, including the onboarding of new clients
ability to business develop independently and, in a team environment
develops a mastery of focus partner’s investment philosophy
mastery of technology stack offered, including crm system and custodian websites
create holistic investment strategy for each client, monitor risk tolerance over time as needed
ability to independently lead daily client communications and interactions
develop an understanding of the fundamentals of trading. Partner with the portfolio management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
diligent recording of client communication and information within client relationship platform
resource and collaboration with other associate wealth advisors (awas)
complete client billing reviews and ensure compliance for the advisory team
engage in advisory team business planning efforts and actively support the firm’s strategic priorities
independently interact and communicate with clients through emails, calls, and client presentations
the ability to meet with clients in person. Some travel may be required

qualifications

bachelor’s degree
5+ years of financial service experience
cfp or equivalent (chfc or cpa + pfs) required
proven experience in financial analysis, modeling, and strategic planning
strong understanding of investment strategies, risk management, tax planning, and estate planning
excellent analytical skills and attention to detail
strong interpersonal skills: with the ability to explain complex financial concepts to clients
team-orientated approach
knowledge of financial industry, financial products, and financial planning concepts
experience in managing prospect pipelines and onboarding new clients
business development skillset
clean u4

this position is an exempt position. The annualized base pay range for this role is expected to be between $125,000 - $140,000 base salary compensation range. Actual base pay may 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. The base pay is just one component of the total compensation package.

Other rewards may include an annual cash bonus and a comprehensive benefits…