Associate Wealth Advisor
2 weeks ago
Associate Wealth AdvisorPosition SummaryFocus 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 three days in office work required per week, while giving team members the option to work remotely two days per week, or as assigned by their team leader.Primary ResponsibilitiesDevelop, revise, and present financial plans through planning softwareKnowledge of tax, estate, and insurance planningDevelops a mastery of Focus Partners Wealth's (FPW) investment philosophyCreate holistic investment strategy for each client, monitor risk tolerance over time as neededDevelop 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 websitesResource and collaboration with other Associate Wealth Advisors (AWAs)Ability to independently lead client communications and interactionsDiligent recording of client communication and information within client relationship management platformService as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client serviceComplete client billing reviews and ensure compliance for the advisory teamEngage in advisory team business planning efforts and actively support the firm's strategic prioritiesThe ability to meet with clients in person. Some travel may be requiredQualificationsBachelor's DegreeSeries 65 or equivalent within 120 days of employmentTwo or more years of financial service experienceStrong interpersonal skills; team-oriented approachKnowledge of financial industry, financial products, and financial planning conceptsExcellent analytical skills and attention to detailClean U4The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000/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.
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Associate Wealth Advisor
5 days ago
St Louis, MO, United States Focus Financial Partners Inc. Full timePosition 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...
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Associate Wealth Advisor
2 weeks ago
St Louis, MO, United States Focus Financial Partners Inc. Full timePosition 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...
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Associate Wealth Advisor
2 weeks ago
St Louis, MO, United States Focus Financial Partners Inc. Full timePosition 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...
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Associate Wealth Advisor
4 days ago
St Louis, MO, United States Focus Financial Partners Inc. Full timePosition 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...
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Associate Wealth Advisor
2 hours ago
St Louis, MO, United States Focus Financial Partners Inc. Full timePosition 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...
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Wealth Operations Coordinator
5 days ago
St Louis, United States Advisor Talent Solutions Full timeA financial services firm in St. Louis seeks a Wealth Coordinator to support financial advisors through the Consultative Process. The ideal candidate will have 1-2 years of office experience, strong communication skills, and a desire for a long-term career in finance. Responsibilities include preparing documents for client meetings, managing client concerns...
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Associate Wealth Advisor
2 weeks ago
Saint Louis, MO, United States Focus Financial Partners Full timeAssociate Wealth Advisor 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...
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Client Associate Associate Advisor
2 weeks ago
St Louis, MO, United States Precision Wealth Strategies LLC Full timeClient Associate Role: The Client Associate (or Tactical Advisor) will be responsible for supporting the strategic advisor of their assigned pod. The Tactical Advisor leads the effort in performing and executing tasks and action items needed to meet the client's objectives. About Precision: Precision Wealth Strategies is a boutique wealth management firm,...
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Client Associate Associate Advisor
7 days ago
St Louis, MO, United States Precision Wealth Strategies LLC Full timeClient Associate Role: The Client Associate (or Tactical Advisor) will be responsible for supporting the strategic advisor of their assigned pod. The Tactical Advisor leads the effort in performing and executing tasks and action items needed to meet the client's objectives. About Precision: Precision Wealth Strategies is a boutique wealth management firm,...
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Client Associate Associate Advisor
5 days ago
St Louis, MO, United States Precision Wealth Strategies LLC Full timeClient Associate Role: The Client Associate (or Tactical Advisor) will be responsible for supporting the strategic advisor of their assigned pod. The Tactical Advisor leads the effort in performing and executing tasks and action items needed to meet the client's objectives. About Precision: Precision Wealth Strategies is a boutique wealth management firm,...
