Client-Focused Wealth Planning Associate

LE0123 Focus Partners Wealth LLC; 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 seeks to hire an Associate Wealth Advisor to join our planning-centric team in California. You will work with Wealth Advisors to build personalized plans and manage client relationships through the financial planning process.

The role requires a Bachelors Degree, Series 65, 4+ years in financial services, and CFP or equivalent preferred. Hybrid work with in-office and remote days, base salary range $100k-$140k plus benefits.

Qualifications

• Bachelors 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

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 firms 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

Skills

Financial analysis

Modeling

Strategic planning

Interpersonal skills

Team orientation

CRM proficiency

Education

Bachelors Degree

Tools

CRM software

Financial modeling tools

Job description

Focus Partners Wealth seeks to hire an Associate Wealth Advisor to join our planning-centric team in California. You will work with Wealth Advisors to build personalized plans and manage client relationships through the financial planning process.

The role requires a Bachelors Degree, Series 65, 4+ years in financial services, and CFP or equivalent preferred. Hybrid work with in-office and remote days, base salary range $100k-$140k plus benefits.