Summary
Location
Indianapolis
Salary
$80k - $90k
Type
full-time
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About this role
Position Summary
Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The 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.
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.
Primary Responsibilities
- Develop, revise, and present financial plans through planning software
- Knowledge of tax, estate, and insurance planning
- Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy
- Create holistic investment strategy for each client, monitor risk tolerance over time as needed
- 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.
- Mastery of technology stack offered, including CRM system and custodian websites
- Resource and collaboration with other Associate Wealth Advisors (AWAs)
- Ability to independently lead client communications and interactions
- Diligent recording of client communication and information within client relationship management platform
- Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
- 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
- The ability to meet with clients in person. Some travel may be required
Qualifications
- 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
- Experience with Salesforce and Orion strongly preferred
The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $80,000 - $90,000/year. Actual base pay could 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 for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
#LI-JS1
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, which serve 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, please visit www.focusfinancialpartners.com.
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
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 on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP 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 in Massachusetts 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 Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Other facts
About Focus Financial Partners
Focus is an interdependent network of wealth management, business management, and related financial services firms, rooted in a client-first approach and powered by the collective energy and capabilities of its many advisors and professionals. The Focus network includes wholly owned firms operated under the Focus Partners brand that reflect the company’s key business lines. Through a blend of innovative solutions, strong capital backing, and deep business expertise, Focus empowers its firms to achieve their business objectives by helping them to better serve their clients and advisors.
What you'll do
- The Associate Wealth Advisor will develop and present financial plans, implement strategies in various planning areas, and serve as the day-to-day contact for client needs. They will also collaborate with Wealth Advisors and other team members to enhance client relationships.
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