Associate Wealth Advisor

<p><span style="font-size: 12pt;"><strong>Position Summary</strong></span></p> <p><span style="font-size: 12pt;">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.</span></p> <p><span style="font-size: 12pt;">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 day per week, or as assigned by their team leader.</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;">Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Resource for other AWAs at Focus Partners Wealth.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan.&nbsp;&nbsp;</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Creates a personalized Investment Policy Statement and holistic investment strategy for each client.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Ability to independently lead client communications and interactions.&nbsp;</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 &amp; execute portfolios, trade recommendations, tax loss harvesting, etc.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Determine asset allocation based on clients’ needs, willingness &amp; ability to take risk.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Diligent recording of client communication and information within client relationship management platform.</span>