What are the responsibilities and job description for the Advisory Team Associate position at focuspartners?
Position Summary:
The Advisory Team Associate role is an exciting opportunity to join a planning-centric team dedicated to delivering personalized wealth advice aligned with each client’s unique goals and aspirations. This role plays a key part in supporting the overall advisory experience, partnering closely with Wealth Advisors, Associate Wealth Advisors, and fellow team members. Advisory Team Associates gain meaningful hands-on experience and build a strong foundation in core financial planning skills within a collaborative, client-focused environment.
Primary Responsibilities:
• Draft financial plans for review through planning software
• Basic understanding of the core tenants to financial planning
• Assist advisory team in meeting preparation and client communications
• Resource and collaboration with other Advisory Team Associates (ATAs)
• Mastery of technology stack including custodian websites
• Ability to document notes and assign responsibilities as needed within the CRM system
• Basic understanding of portfolio components
• Complete billing review quarterly and maintain compliance with standards
• Coordinate with the client service team on service requests
• Support cross-functional projects that contribute to firm-wide initiatives
• Develop core financial planning skills
• Support the advisory experience