Associate Wealth Advisor - Scottsdale, AZ

Only for registered members Scottsdale, AZ, United States

2 days ago

Default job background
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' ...
Job description

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 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.

Primary Responsibilities 

  • Develop, revise, and present financial plans through planning software
  • Ability to create and deliver tax, estate, and insurance planning
  • Identify advanced planning opportunities and develop internal best practices
  • Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy
  • Create holistic investment strategy for each client, monitor risk tolerance over time as needed
  • 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.
  • Mastery of technology stack offered, including CRM system and custodian websites
  • Resource and collaboration with other Associate Wealth Advisors (AWAs)
  • Ability to independently lead client communications and interactions
  • Diligent recording of client communication and information within client relationship management platform
  • Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
  • Complete client billing reviews and ensure compliance for the advisory team
  • Engage in advisory team business planning efforts and actively support the firm's strategic priorities
  • Ability to business develop in a team environment
  • Lead a select number of client relationships
  • Lead the development of financial planning recommendations to clients
  • The ability to meet with clients in person. Some travel may be required

    • Qualifications

  • Bachelor's Degree
  • Series 65 or equivalent within 120 days of employment
  • 4+ years of financial service experience
  • CFP or equivalent (ChFC or CPA + PFS) preferred
  • Proven experience in financial analysis, modeling, and strategic planning
  • Strong understanding of investment strategies, risk management, tax planning, and estate planning
  • Excellent analytical skills and attention to detail
  • Strong interpersonal skills: with the ability to explain complex financial concepts to clients
  • Team-orientated approach
  • Knowledge of financial industry, financial products, and financial planning concepts
  • Proficiency in financial software and tools for modeling and analysis, as well as CRM tools
  • Clean U4

    • The Associate Wealth Advisor is an exempt position. 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. 

    #LI-KP1

    About Focus Financial Partners

    Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit  or follow the company on LinkedIn.

    The following language is for US based roles only

    For California Applicants: Information on your California privacy rights can be found here

    For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

    For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

    For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

    For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section

    For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.

    Similar jobs

  • Work in company

    Wealth Advisor

    Only for registered members

    Wealth Advisor at ARQ Wealth Advisors is an early-career Certified Financial Planner (CFP) role that offers growth potential and opportunities to build relationships with clients in the financial planning process. This position requires 3 years of experience, CFP certification, a ...

    Scottsdale, AZ

    4 days ago

  • Work in company

    Wealth Advisor

    Only for registered members

    · Benefits:401(k) · Health insurance · Paid time off · Competitive salary · Dental insurance · ARQ Wealth Advisors is a fast-growing, independent, fee-only fiduciary wealth management firm based in Scottsdale, Arizona, overseeing more than $600 million in client assets. At ARQ, ...

    Scottsdale, AZ $65,000 - $160,000 (USD) per year

    2 days ago

  • Work in company

    Wealth Advisor

    Only for registered members

    The Financial Advisors are enhancing existing relationships and developing new business opportunities.Wealth advisor with expertise in assessing a client's financial needs and making proactive recommendations. · ...

    Scottsdale, Arizona, , United States

    1 week ago

  • Work in company

    Wealth Advisor

    Only for registered members

    Wealth Advisors at ARQ Wealth Advisors serve as the primary point of contact for their clients while working closely with our support staff and executive team to deliver comprehensive financial planning solutions. · Acting as a fiduciary on behalf of clients, always putting their ...

    Scottsdale

    5 days ago

  • Work in company

    Associate Wealth Advisor

    Only for registered members

    We are seeking an Associate Wealth Advisor to join our team. The role involves partnering with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. · ...

    Scottsdale, AZ

    1 week ago

  • Work in company

    Associate Wealth Advisor

    Only for registered members

    We are seeking an Associate Wealth Advisor to join our team. The role involves working with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. · Create and implement strategies in retirement, risk m ...

    Scottsdale, AZ

    1 month ago

  • Work in company

    Associate Wealth Advisor

    Only for registered members

    · 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 clien ...

    Scottsdale, AZ

    2 days ago

  • Work in company

    Associate Wealth Advisor

    Only for registered members

    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 aspirati ...

    Scottsdale, AZ

    1 week ago

  • Work in company

    Associate Wealth Advisor

    Only for registered members

    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 aspirati ...

    Scottsdale, AZ

    6 days ago

  • Work in company

    Associate Wealth Advisor

    Only for registered members

    · Job Description · We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Scottsdale, AZ office.  The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspe ...

    Scottsdale, AZ

    2 days ago

  • Work in company

    Associate Wealth Advisor

    Only for registered members

    Wealth is seeking an Associate Wealth Advisor to join our team The role involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. · Develop, revise, and present financial plans thr ...

    Scottsdale, AZ

    1 week ago

  • Work in company

    Wealth Management Advisor

    Only for registered members

    At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions. · ...

    Scottsdale, AZ

    1 week ago

  • Work in company

    Associate Wealth Advisor

    Only for registered members

    We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Scottsdale office. · The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service. · ...

    Scottsdale

    2 weeks ago

  • Work in company

    Wealth Advisor

    Only for registered members

    Wealth Advisor Position: This role is perfect for an early-career Certified Financial Planner (CFP) who has some experience in the industry but is looking for the right long-term place to grow their career. · This position involves serving as the primary point of contact for clie ...

    Scottsdale, AZ

    4 days ago

  • Work in company

    Associate Wealth Advisor

    Only for registered members

    We are seeking an Associate Wealth Advisor to join our team The role involves partnering with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. · The position requires creating and implementing strategies ...

    Scottsdale

    5 days ago

  • Work in company

    Associate Wealth Advisor

    Only for registered members

    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 aspirati ...

    Scottsdale $90,000 - $95,000 (USD)

    2 weeks ago

  • Work in company

    Associate Wealth Advisor

    Only for registered members

    · ...

    Scottsdale $60,000 - $125,000 (USD) Full time

    1 week ago

  • Work in company

    Associate Wealth Advisor

    Only for registered members

    Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. · ...

    Scottsdale $60,000 - $125,000 (USD)

    1 week ago

  • Work in company

    Associate Wealth Advisor

    Only for registered members

    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 aspirati ...

    Scottsdale

    5 days ago

  • Work in company

    Wealth Advisor

    Only for registered members

    This exciting opportunity at America First Credit Union invites you to join our employee advisor model as a Wealth Advisor affiliated with LPL Financial. · ...

    Tempe $58,500 - $70,000 (USD)

    1 month ago

    • See more