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Wealth Advisor

Bellevue, WA; Seattle, WA

WEALTH ADVISOR

Bellevue, WA or Seattle, WA

Position Summary

The 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 clients’ 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.  

Primary Responsibilities

Leadership  

  • Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team’s business plan. The business plan is the collective agreement that outlines the team’s priorities and growth goals.  
  • Have both a tactical (short term) and strategic (long term) approach to team development and growth  
  • Establishes the optimal client experience and collaborates with team members to ensure the highest level of service 
  • Provides feedback and opportunities for development of Associate Wealth Advisors 
  • Takes ownership and accountability for client issues that arise 
  • Leads by example and actively participates in firm initiatives and carries forth the core values of the firm  

 Client Experience 

  • Serve as Primary advisor on 50%+ of client relationships 
  • Proficient in all areas of planning and implementing financial plans for clients  
  • Develops a mastery of Focus Partner Wealth’s (FPW) investment philosophy 
  • Active utilization of FPW’s client experience framework  
  • Conducts Client Discovery and Wealth Planning Conversations 
  • Identify advanced planning opportunities and develop internal best practices  
  • Create, edit, and present financial plans through planning software 
  • Create a holistic investment strategy for each client, monitor risk tolerance over time as needed 
  • Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.  
  • Assist with client billing reviews to ensure fees are collected in a timely manner 
  • Consistently document client interactions and manage follow-up using the client relationship management (CRM) platform. 
  • The ability to meet with clients in person. Some travel may be required.   

 Business Development 

  • Consistently meets and exceeds revenue and growth goals 
  • Develops multiple Centers of Influences which are active client referral sources 
  • Ability to develop new business independently and in a team environment 
  • Manage individual and team prospect pipeline, including the onboarding of new clients   

Qualifications:

  • Bachelor’s Degree 
  • CFP® certification required; other professional credentials (e.g., CFA, CPA, PFS, JD) may be considered based on the needs of the practice 
  • 7+ years of advisory experience in the wealth management industry 
  • Proven Business Development Skillset 
  • Mastery of investment strategies, risk management, tax planning, and estate planning 
  • Proven experience in financial analysis, modeling, and strategic planning 
  • Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients  
  • Team-oriented approach  
  • Knowledge of financial services industry, financial products, and financial planning concepts 
  • Clean U4 

The annualized base pay range for this role is expected to be between $130,000-$1400,000.  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. 

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.

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.

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