Wealth Advisor

Position Summary

Focus Partners Wealth is seeking a Wealth Advisor responsible for delivering exceptional advice and service to clients, specifically in our Asian Wealth Advisory Practice. You will achieve this by being the first call for any financial guidance and service that our clients need. You will be the primary point of contact for our Asian Clientele as well as be the supporting advisor for others. You will work expeditiously, along with others on the team, to conduct financial analyses, construct and manage investment portfolios, project income tax liabilities, provide guidance on estate planning, and address other financial needs that will benefit our clients in the Asian community.

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

You are ultimately responsible for the success of the clients with whom you work, and their satisfaction will be measured in the assets they entrust with the firm to manage, the level of referrals they provide, and the retention rate of clients.

• Be the point person responsible for managing the guidance and service provided to our clients, with an emphasis on our Asian clientele – either as a supporting advisor or the lead advisor on client engagements.
• Prepare and/or review agendas, reports, and analyses for client meetings and then lead those meetings.
• Evaluate various financial decisions and strategies for clients by conducting research and complex financial analyses on a wide range of investment, tax, estate and financial planning topics.
• Develop, recommend and assist in the implementation of complex portfolio asset allocation and investment strategies -- which will include the use of various alternative investment strategies such as hedge funds, private equity and direct real estate.
• Contribute to the growth in new clients via new business development efforts, including referrals, external networking, as well as active participation in firm-sponsored growth events and activities.
• Collaborate with the broader client service team to help provide the support needed to deliver high-quality service to our clients -- whether it is operational support (such as billing), analysis (such as financial modeling and tax projections) or client service needs (such as responding to inquiries, moving money, etc.).
• Provide guidance, feedback and mentoring to junior team members to continue to build their acumen, technical knowledge and advisory abilities.

Qualifications

• Bachelor’s degree in finance/accounting/economics from a premier University with strong academic achievement -- MBA is preferred
• 7+ years of wealth management related experience preferred
• CFP®, CPA or CFA® designation preferred or working towards achieving one
• Must be able to speak, read and write in Mandarin and/or other languages, Japanese or Korean preferred
• Motivated to serve others -- strong relationship-building skills
• Passion for excellence -- strong attention to detail and accuracy
• Analytical thinking and problem-solving skills
• Ability to work independently and within strict deadlines while managing multiple priorities and open projects
• Strong interpersonal, verbal, and written communication skill
  
  

The annualized base pay range for this role is expected to be $150,000 - $200,000 per year. 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.

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