Associate Wealth Advisor

<p>&nbsp;</p> <p><span style="font-size: 12pt;"><strong>Position Summary</strong></span></p> <p><span style="font-size: 12pt;">Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The <strong>Associate Wealth Advisor </strong>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;"><strong>Primary Responsibilities</strong></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Develop, revise, and present financial plans through planning software</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Ability to create and deliver tax, estate, and insurance planning</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Identify advanced planning opportunities and develop internal best practices</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Create a holistic investment strategy for each client, monitor risk tolerance over time as needed</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">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;"><span style="font-size: 12pt;">Resource and collaboration with other Associate Wealth Advisors (AWAs)</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Mastery of technology stack offered, including CRM system and custodian websites</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Ability to independently lead client communications and interactions</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Diligent recording of client communication and information within client