Associate Wealth Advisor

Focus Partners Wealth; Palo Alto (CA); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in a hybrid Palo Alto role. You will collaborate with Wealth Advisors to sustain client relationships and participate in the full planning process, from retirement and tax planning to investment strategies.

You’ll develop personalized plans, present recommendations, and support business growth. The position emphasizes client service, collaboration, and the ability to meet clients in person when needed.

Qualifications

• Bachelor’s Degree required.
• Series 65 or equivalent.
• 4+ years in financial services.
• CFP or equivalent preferred.
• Experience in financial analysis, modeling, and planning.
• Understanding of investment, tax, and estate planning.
• Tax preparation experience preferred.
• Strong analytical skills and attention to detail.
• Excellent interpersonal and team-oriented collaboration.
• Knowledge of financial products and planning concepts.
• Proficiency in financial software and CRM tools.
• Clean U4 on record.

Responsibilities

• Develop, revise, and present financial plans with planning software.
• Deliver tax, estate, and insurance planning strategies.
• Prepare tax projections and discuss year-end planning.
• Identify planning opportunities and share best practices.
• Master FPW investment philosophy and develop client strategies.
• Monitor risk tolerance and adjust portfolios with PM team.
• Lead client communications and ensure high service levels.
• Complete client billing reviews and ensure compliance.
• Support advisory team planning and strategic priorities.
• Possibly travel to meet clients in person.

Skills

Interpersonal skills

Analytical skills

Client relations

Financial modeling

Portfolio analysis

CRM tools

Education

Bachelor’s Degree

Tools

CRM tools

Financial software

Job description

## Associate Wealth AdvisorApply: Partially Remote: Palo Alto, California: Full time: Posted Yesterday: JR100409**Job Description Summary:**Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning. 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.**Job Description:****Primary Responsibilities** · Develop, revise, and present financial plans through planning software· Ability to create and deliver tax, estate, and insurance planning·Prepare tax projections and assist with year-end tax planning discussions.· Identify advanced planning opportunities and develop internal best practices· Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy· Create holistic investment strategy for each client, monitor risk tolerance over time as needed· Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.· Mastery of technology stack offered, including CRM system and custodian websites· Resource and collaboration with other Associate Wealth Advisors (AWAs)· Ability to independently lead client communications and interactions· Diligent recording of client communication and information within client relationship management platform· Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service· Complete client billing reviews and ensure compliance for the advisory team· Engage in advisory team business planning efforts and actively support the firm’s strategic priorities· Ability to business develop in a team environment· Lead a select number of client relationships· Lead the development of financial planning recommendations to clients· The ability to meet with clients in person. Some travel may be required **Qualifications** · Bachelor’s Degree· Series 65 or equivalent· 4+ years of financial service experience· CFP or equivalent (ChFC or CPA + PFS) preferred· Proven experience in financial analysis, modeling, and strategic planning· Strong understanding of investment strategies, risk management, tax planning, and estate planning· Tax preparation experience preferred· Excellent analytical skills and attention to detail· Strong interpersonal skills: with the ability to explain complex financial concepts to clients· Team-orientated approach· Knowledge of financial industry, financial products, and financial planning concepts· Proficiency in financial software and tools for modeling and analysis, as well as CRM tools· Clean U4 This position is an exempt position. The annualized base pay range for this role is expected to be between $100,000-$140,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.Focus Partners 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, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus, visit focuspartners.com or follow the company on LinkedIn. 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. **EEO Statement**: 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.