Associate Wealth Advisor
2 weeks ago
Position Summary The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices. Primary Responsibilities: Develops a mastery of Focus Partner Wealth's evidence-based investment philosophy. Resource for other AWAs at Focus Partners Wealth. Create, edit, and present financial plans through eMoney. Creates a personalized Investment Policy Statement and holistic investment strategy for each client. Ability to independently lead client communications and interactions. Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc. Determine asset allocation based on clients' needs, willingness & ability to take risk. Diligent recording of client communication and information within client relationship management platform. Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service. Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner. Engages in business planning efforts and actively supports the firm's strategic priorities. Ability to meet with clients in person. Some travel may be required. Qualifications: Bachelor's Degree 2+ years financial planning experience Series 65 Strong interpersonal communication skills; team-orientated approach Knowledge of financial industry, financial products, and financial planning concepts Clean U4 About Focus Partners Wealth Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future - whether that's planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients' values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. This position is an Exempt role. The annualized base pay range for this role is expected to be between $70,000 - $75,000/yr. 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 bonus and a comprehensive benefits package.
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Associate Wealth Advisor
6 days ago
Boston, MA, United States Focus Partners Wealth Full timePosition Summary The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement,...
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Associate Wealth Advisor
2 weeks ago
Boston, MA, United States Focus Partners Wealth Full timePosition Summary The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement,...
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Associate Wealth Advisor
4 weeks ago
Boston, United States Focus Financial Partners Full timeAssociate Wealth AdvisorThe Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address...
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Associate Wealth Advisor
5 days ago
Boston, United States Focus Financial Partners Inc. Full timeAssociate Wealth Advisor Boston, MA The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to...
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Associate Wealth Advisor
1 week ago
Boston, MA, United States Focus Financial Partners Inc. Full timeAssociate Wealth Advisor Boston, MA The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to...
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Associate Wealth Advisor
2 weeks ago
Boston, MA, United States Focus Financial Partners Inc. Full timeAssociate Wealth Advisor Boston, MA The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to...
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Associate Wealth Advisor II
17 hours ago
Boston, MA, United States Focus Financial Partners Inc. Full timeAssociate Wealth Advisor II Boston, MA Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor II 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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Boston, United States SCS Financial Full timeA leading fiduciary wealth management firm is seeking a Senior Associate, Client Advisor to support client relationship management and investment implementation for ultra-high-net-worth clients. The ideal candidate will have a Bachelor's degree, relevant experience, and strong analytical skills. This role provides exposure to wealth management and a pathway...
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Client Services Associate
2 days ago
Boston, United States Lead Advisor Full timeGet AI-powered advice on this job and more exclusive features. This range is provided by Lead Advisor. Your actual pay will be based on your skills and experience talk with your recruiter to learn more. Base pay range $75,000.00/yr - $85,000.00/yr Direct message the job poster from Lead Advisor Redefining Wealth Management Team Building Lead Advisor is a...
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Wealth Management Advisor
4 days ago
Boston, Massachusetts, United States Riverview Capital Advisers, LLC Full time $125,000 - $175,000 per yearRiverview is seeking a Private Wealth Advisor to join the wealth management team. You will meet and develop client relationships with ultra-high net worth individuals as you and the wealth management team work to create customized wealth management plans for individuals, families, and businesses.This is an opportunity for someone to join a growing firm and...
