The Associate Wealth Advisor partners with Wealth Advisors to create and implement personalized financial plans focusing on retirement, tax, and estate strategies. They serve as the primary day-to-day contact for clients and collaborate with portfolio management to execute investment strategies.
Focus Financial Partners
7 Remote Job Openings at Focus Financial Partners
Client Service Associate
Focus Financial Partners
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Full Time
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14 days ago
Focus Financial Partners
Serve as the primary point of contact for client inquiries and provide operational support for financial advisors. Manage account openings, process transactions, and maintain accurate client records in CRM systems.
Royalty Analyst, Merchandise Licensing
Focus Financial Partners
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Full Time
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2 months ago
Focus Financial Partners
The Royalty Analyst assists with merchandise licensing audits, including planning audit steps, budgeting, and liaising with representatives regarding document requests. They are also responsible for preparing written reports of findings, analyzing large datasets, and conducting fieldwork at auditee offices.
The role involves supporting the organization's cybersecurity program by managing vulnerability and risk management pillars. Responsibilities include developing security policies, maintaining performance dashboards, and coordinating with various teams to ensure compliance and effective incident response.
The VP of Compensation will lead the design, implementation, and management of broad-based and incentive compensation programs across a complex, multi-entity organization. This role is responsible for building scalable compensation infrastructure, including job architecture, leveling frameworks, and end-to-end compensation planning cycles.
The Tax Manager will be integral to the Tax Advisory team, managing day-to-day tax activities and coordinating overall tax efforts to meet firm goals. Primary duties include tax planning and preparation for high-net-worth individuals and ensuring compliance with all federal and state filing requirements.
Associate Wealth Advisor
Focus Financial Partners
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Full Time
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4 months ago
Focus Financial Partners
The Associate Wealth Advisor will be responsible for developing and presenting financial plans, creating holistic investment strategies, and partnering with the Portfolio Management team for trade execution and risk monitoring. Key duties also involve serving as the day-to-day contact for client needs, managing client communications, and ensuring compliance through billing reviews.
