Integration Advisor
$100,000–$115,000 year
HybridSt. Louis, Missouri, United States
Job Summary
Guide new Focus Partners Wealth offices through the integration and advisor training process as a primary relationship lead and trusted resource. Serve as a functional integration expert covering client experience, technology usage, business development, financial planning, and succession needs. Lead advisor training for Wealth Advisors and Associates, act as the primary liaison for regional office questions, and assist with client transitions to Centralized Portfolio Management and MoneyGuideElite. Provide direction, motivation, and coaching to advisors to encourage growth in assets under management and revenue. Maintain broad knowledge of Focus resources and engage subject matter experts when needed, while documenting activities and communications in Salesforce and Teamwork. Travel as needed to participate in client and prospect events throughout the year.
Required Qualifications
- Bachelor's degree in business, finance, or a related field, or equivalent professional experience
- Series 65 license
- Seven or more years of experience in investment management, wealth management, accounting, or professional services consulting
- Five or more years of experience within Focus Partners Wealth or a comparable wealth management organization
- Deep knowledge of wealth management and financial planning concepts, practices, and client service expectations
- Experience using client relationship management systems and project management tools, including CRM platforms and Teamwork
- Proficiency with Microsoft Office, Microsoft Excel, and Adobe tools
- This position is an exempt position
- Travel as needed and participate in client and prospect events throughout the year
- Must be able to lift 50 lbs
Desired Qualifications
- MBA or CFA designation helpful
- CFP or CPA/PFS designation preferred
- Direct management of a book of business preferred
- Demonstrated success in consultative coaching, advisor development, or relationship management
- Ability to facilitate strategic planning sessions effectively, both in person and through virtual technology
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