Wealth Advisor 

Needham, MA

Position Summary

Focus Partners Wealth seeks a motivated and qualified individual for the position of Wealth Advisor. The individual selected for this opportunity will be distinguished in academic and professional achievement, dedicated to client service, and have the highest ethical and professional standards of excellence. Wealth Advisors provide a high level and broad range of technical and client management support as part of a financial counseling team and assist in managing all aspects of a client relationship including investments, taxation, estate planning, retirement planning, and insurance.

This role is based in Needham, MA

Primary responsibilities for this position include:

• Working closely with a senior partner, leading relationships with high net worth and supporting ultra-high net worth clients by providing high touch comprehensive wealth management services;
• Constructing and ultimately overseeing all aspects of managing multiple client relationships, including;
• Portfolio review and construction
• Complex analysis and related research related to financial, estate, income tax, and investment planning;
• Developing and presenting solutions across the spectrum of wealth management disciplines for existing and prospective clients;
• Tax planning for high-net-worth individuals and their related entities;
• Documenting meetings, recommendations and action plans;
• Overseeing implementation of agreed upon recommendations;
• Coordination with members of the client’s advisory team, including;
  Estate counsel;
    Other professionals;
• Ongoing monitoring and management of the client’s wealth management plan;
• Coordinating and actively participating in client meetings;
• Further developing an advanced understanding of investments, insurance, taxation, and estate planning, as well as the Company’s approved investment strategies; and
• Communicating the full range of the Company’s services and capabilities to clients and prospective clients.

Qualifications:

• 4+ years of relevant work experience;
  Bachelor’s Degree;
• Achieving or a candidate for at least one of the following advanced degrees or designations: CPA, JD, LLM, MST, CFP®, CFA;
• A deep interest and understanding of investments and investment philosophy;
• Understanding of matters related to income, gift, and estate taxes, investments, employee benefits, insurance, and personal and philanthropic wealth transfer strategies;
• Great interpersonal and process management skills; and
• Analytical expertise, notable attention to detail, and self-initiated follow-through.

The annualized base pay range for this role is expected to be between $125,000 - $140,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-KP1

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

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 California Applicants: Information on your California privacy rights can be found here

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.