Associate Wealth Advisor

<p></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><strong>Position Summary</strong></span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">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.</span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">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.</span></p> <p><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><strong>Primary Responsibilities</strong></span></p> <ul> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Develop, revise, and present financial plans through planning software</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Knowledge of tax, estate, and insurance planning</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">Create holistic investment strategy for each client, monitor risk tolerance over time as needed</span></li> <li style="font-size: 12pt; font-family: helvetica, arial, sans-serif;"><span style="font-size: 12pt; font-family: helvetica, arial, sans-serif;">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.</span></li> <li style="font-size: 12pt; font-family: helv