Job summary
Job post source
This job is directly from Focus Partners Wealth
Job overview
The Associate Wealth Advisor role involves collaborating with a team to design and protect clients' financial dreams while managing client relationships and planning processes.
Responsibilities and impact
Daily responsibilities include developing investment strategies, leading client communications, managing client information, and collaborating with team members to ensure high service levels.
Experience and skills
Candidates should have a Bachelor's Degree, 2+ years of financial services experience or a relevant degree, and strong interpersonal communication skills; Series 65 is required within 100 days.
Company information
Focus Partners Wealth is a financial advisory firm that emphasizes a planning-centric approach to wealth management.
Job location and travel
The position is based in Hood River or Portland, Oregon, with some travel required for client meetings.
Company overview
Focus Partners Wealth is a financial advisory firm specializing in wealth management, investment strategies, and financial planning services for individuals, families, and businesses. They generate revenue through advisory fees, portfolio management, and consulting services tailored to clients' financial goals. The company emphasizes a client-centric approach, leveraging personalized strategies and market expertise to optimize financial outcomes. Founded with a mission to provide transparent and comprehensive financial guidance, Focus Partners Wealth has built a reputation for trust and long-term client relationships in a competitive industry. Understanding their commitment to innovation and client success is essential for any prospective candidate.
How to land this job
Position your resume to highlight your teamwork and interpersonal skills, as collaboration with advisors is key for the Associate Wealth Advisor role at Focus Partners Wealth.
Emphasize your understanding of financial planning concepts and your ability to create and present financial plans using tools like Money Guide Elite and Orion, as these are central to the position.
Apply through multiple channels including Focus Partners Wealth's corporate site and LinkedIn to enhance your visibility and chances of securing an interview.
Connect with professionals in the wealth management division at Focus Partners Wealth on LinkedIn to learn more about the role and express your interest; an effective ice breaker could be discussing a recent financial trend or asking about the firm's investment philosophy.
Optimize your resume for ATS by incorporating specific keywords from the job description such as 'financial planning,' 'investment strategy,' and 'client communication' to improve your chances of passing initial screenings.
Consider using Jennie Johnson's Power Apply feature to streamline your application process, ensuring your resume is tailored to the position and that you are applying through the best channels.
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