Senior Wealth Advisor

Position Summary

Focus Partners Wealth is seeking a Senior Wealth Advisor to join our team! The Senior Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients’ needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling client’s financial goals. They do this by first listening to and understanding each client’s unique complexities and desires, before acting. The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development. They will initiate conversations and coordinate action plans in all aspects of a client’s financial life including goals-based planning, taxation, estate planning, and retirement.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. 

Primary responsibilities for this position include:

• Work closely with a senior partner to lead relationships with primarily ultra-high net worth clients and families by providing-high touch, comprehensive wealth management and family office services;
• Complex analysis and related research related to financial-, estate-, income tax-, insurance-, and investment-planning;
• Develop and present solutions across the spectrum of wealth management disciplines for existing and prospective clients;
• Develop, recommend and assist in the implementation of complex portfolio asset allocation and investment strategies – including a significant allocation to private/alternative investment strategies;
• Communicate the full range of the Company’s services and capabilities to clients and prospective clients;
• Coordinate advice with members of the client’s advisory team, including; attorneys, accountants, insurance advisors, and other professionals.
• Document meetings, recommendations and action plans;
• Oversee implementation of agreed-upon recommendations;
• Provide guidance, feedback and mentoring to junior team members to continue to build their acumen, technical knowledge, and advisory abilities.
• Manage team members

Qualifications

• 7-10+ years of wealth management and/or other relevant work experience;
• Bachelor’s Degree;
• Achieved or candidate for:
  • CPA, MST, JD, or LLM, and,
  • CFA or CIMA, and,
  • CFP®;
• A deep interest in and understanding of UHNW investments, investment philosophy, and portfolio construction
• Understanding of matters related to income-, gift-, and estate-tax planning, insurance, advanced intergenerational wealth-transfer strategies, and philanthropic strategies;
• Business-exit planning experience and an understanding of the entrepreneur owner manager client archetype.
• Passion for excellence -- strong attention to detail and accuracy;
• Analytical expertise, notable attention to detail, and self-initiated follow-through;
• Ability to work independently and within strict deadlines while managing multiple priorities and open projects;
• Strong interpersonal, verbal, and written communication skills.

Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

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 39-2-901.

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.