Wealth Advisor - Vice President
About this role
NorthCoast Asset Management is an active investment management firm founded in 1988 and based in Stamford, Connecticut with over $5 billion in assets and 40 employees. The firm provides investment solutions for individuals, financial advisors, and institutions. We believe a thoroughly researched and systematic investment process grounded in common sense will outperform intuition over time.
Position Summary
NorthCoast Asset Management is looking for a Wealth Advisor, Vice President to join our LA office and inherit a book of high-net-worth clientele. No requirement to source new clientele from external channels as the Firm has several well-developed lead sources.
Primary Responsibilities
- Develop relationships within existing client book
- Consolidate assets and driving revenue growth
- Ability to network with partners, be an ambassador of the firm
- Generate opportunities for branch office presentation
- Follow leads from lead source, develop opportunity, close and onboard prospective clients
- Work with trading and operations to coordinate all aspects of client onboarding and ongoing account support
- Scheduling client reviews, account paperwork, and miscellaneous service items as needed
- Build review presentations, client proposals, and input portfolio planning information to Money Guide Pro
- Maintain client communication in the contact management system
- Respond to incoming emails, calls and meeting requests
- A positive attitude and high energy level
- Proactive communication and follow up
- Demonstrated strong presentation, analytical, interpersonal, relationship management, and written and verbal communication skills
Qualifications
- Bachelor’s Degree
- 5+ years of experience
- CFP or equivalent
- Strong communication skills
- Ability to learn and communicate market and investment product knowledge for systematic strategies
The Wealth Advisor, VP is a exempt position. The annualized base pay range for this role is expected to be $200,00 base salary compensation range. 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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About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
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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.
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