Wealth Advisor
Skills
- Portfolio construction and investment analysis
- Tax planning for HNW individuals and entities
- Estate planning concepts and coordination
- Client relationship and advisory team coordination
- Complex financial modeling and research
- Strong documentation and implementation follow-through
- Excellent verbal and written communication
- Process management and attention to detail
Responsibilities
- Work closely with a senior partner to lead and support relationships with high-net-worth and ultra-high-net-worth clients.
- Conduct portfolio review, construction, and monitoring for multiple client relationships.
- Perform complex financial, estate, income tax, and investment planning analysis and research.
- Develop and present comprehensive wealth management solutions for existing and prospective clients.
- Provide tax planning for high-net-worth individuals and related entities.
- Document client meetings, recommendations, and actionable plans; oversee implementation.
- Coordinate with clients' advisory teams including estate counsel and other professionals.
- Participate actively in client meetings and ongoing relationship management.
- Deepen knowledge of investments, insurance, taxation, estate planning, and firm investment strategies.
- Communicate the firm’s services and capabilities to clients and prospects.
Education
- Bachelor's degree required
- Candidate for or holder of advanced credentials such as CPA, CFP®, CFA, JD, LLM, or MST
Benefits
- Annual cash bonus opportunity
- Comprehensive benefits package (medical, dental, vision)
- Retirement plan / 401(k) options
- Professional development and support for credentialing
- Access to resources and best practices via Focus Financial Partners
Average salary estimate
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