Client-Focused Wealth Planning Associate — Hybrid

Focus Partners Wealth; Menlo Park (CA); Hybrid; USD 110,000 - 125,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Focus Partners Wealth seeks an Associate Wealth Advisor in California to join a planning-centric team that delivers personalized wealth advice. You’ll partner with Wealth Advisors to support retirement, tax, estate, and investment planning while sustaining strong client relationships.

The role operates in a hybrid setup with 3 days in the office per week and up to 2 remote days. 4+ years of financial services experience is preferred, with CFP or equivalent credentials desirable.

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent required.
• 4+ years financial services experience.
• CFP or equivalent preferred.
• Strong financial analysis and planning skills.
• Knowledge of investment, tax and estate planning concepts.
• Proficiency with financial software and CRM tools.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Create and deliver tax, estate, and insurance planning.
• Identify advanced planning opportunities and best practices.
• Master FPW investment philosophy and holistic client investment strategy.
• Collaborate with Portfolio Management on portfolios and tax loss harvesting.
• Lead client communications and maintain CRM records.
• Support advisory team business planning and growth efforts.
• Travel to meet clients as needed.

Skills

Financial analysis

Financial planning

Planning software

CRM tools

Education

Bachelor’s Degree

Series 65

CFP or equivalent

Tools

CRM tools

Investment software

Job description

Focus Partners Wealth seeks an Associate Wealth Advisor in California to join a planning-centric team that delivers personalized wealth advice. You’ll partner with Wealth Advisors to support retirement, tax, estate, and investment planning while sustaining strong client relationships.

The role operates in a hybrid setup with 3 days in the office per week and up to 2 remote days. 4+ years of financial services experience is preferred, with CFP or equivalent credentials desirable.