What are the responsibilities and job description for the Associate Wealth Advisor position at focuspartners?
Focus Partners Wealth seeks a motivated and qualified individual for the position of Associate Wealth Advisor. The Associate Wealth Advisor is an integral member of the client service team, working closely with the senior professionals of the firm to deliver exceptional advice and service to clients. The associate wealth advisor will support the firm’s Wealth Advisors and Lead Wealth Advisors by providing valuable information such as income tax planning and projections, investment evaluations and recommendations, financial analyses, income tax planning and projections, investment portfolio construction, estate planning, and various other research projects.
Primary responsibilities for this position include:
- Prepare agendas, reports, and analyses for client meetings
- Play a key role in the ongoing maintenance of the firm’s portfolio accounting and performance reporting system
- Assist in the execution of client recommendations
- Run financial projections for clients using sophisticated Excel models
- Assist advisors in evaluating various financial decisions and strategies for clients by conducting research and complex financial analyses on a wide range of investment, tax, estate and financial planning topics
- Perform general research in areas of investments, income tax planning, estate planning, impact of recent regulations, and financial markets.
- Manage workflow and prioritize projects
- Participate on committees.