Hybrid Associate Wealth Advisor - Client-Centric Planning

Focus Financial Partners; Palo Alto (CA); Hybrid; USD 86,000 - 107,000; 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 support planning-centric advice for a diverse client base in Palo Alto. You will work with Wealth Advisors to prepare and implement retirement, risk management, tax, estate, and investment plans.

The role requires collaboration, strong communication skills, and a commitment to exceptional client service. The position offers a hybrid work schedule with in-office and remote days and potential travel.

Qualifications

• Bachelor's degree required or equivalent.
• Strong interpersonal and teamwork abilities.
• Excellent analytical skills and attention to detail.
• Solid knowledge of financial planning concepts and products.
• Understanding of the financial industry and advisory services.
• U4 record clean and compliant.
• Series 65 or equivalent within 120 days of employment.

Responsibilities

• Develop, revise, and present comprehensive financial plans.
• Understand tax, estate, and insurance planning fundamentals.
• Align with FPW investment philosophy and portfolio management.
• Create holistic investment strategies and monitor risk tolerance.
• Lead client communications and ensure high-quality service.
• Coordinate client billing reviews and compliance for the advisory team.
• Support firm strategic priorities and participate in business planning.

Skills

Interpersonal skills

Team-oriented

Analytical skills

Attention to detail

Industry knowledge

Financial planning concepts

U4 compliance

Education

Bachelor's Degree

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to support planning-centric advice for a diverse client base in Palo Alto. You will work with Wealth Advisors to prepare and implement retirement, risk management, tax, estate, and investment plans.

The role requires collaboration, strong communication skills, and a commitment to exceptional client service. The position offers a hybrid work schedule with in-office and remote days and potential travel.