Wealth Advisor

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.

• actively partner with advisory leadership team in setting, executing, and evolving the advisory team’s business plan.
• have both a tactical (short term) and strategic (long term) approach to team development and growth.
• establish the optimal client experience and collaborate with team members to ensure the highest level of service.
• provide feedback and opportunities for development of associate wealth advisors.
• take ownership and accountability for client issues that arise.
• lead by example and actively participate in firm initiatives and carry forth the core values of the firm.

• serve as primary advisor on 50%+ of client relationships.
• proficient in all areas of planning and implementing financial plans for clients.
• develop a mastery of focus partner wealth’s investment philosophy.
• actively utilize fpw’s client experience framework.
• conduct 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.
• ability to meet with clients in person; some travel may be required.

• consistently meet and exceed revenue and growth goals.
• develop multiple centers of influence 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.

• 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: ability to explain complex financial concepts to clients.
• team-oriented approach.
• knowledge of financial services industry, financial products, and financial planning concepts.
• clean u4.

this is an exempt position. The annualized base pay for this role is expected to be $125,000 - $145,000. Actual base pay may vary based on factors including experience, subject matter expertise, geographic location, and 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 package, including but not limited to medical, dental, vision, life insurance, and 401(k).

Please note that the job title is subject to change based on the selected candidate’s experience and education.

focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any…