Hybrid Associate Wealth Advisor – Personal Planning Pro

Focus Partners; 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. You will work closely with Wealth Advisors to build personalized plans and manage client relationships across retirement, tax, estate, and investment planning.

The role supports a hybrid schedule: 3 days in office per week with up to 2 remote days, and travel as needed. A strong background in financial analysis and planning is essential.

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent.
• 4+ years of financial service experience.
• CFP or equivalent preferred.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Create and deliver tax, estate, and insurance planning.
• Prepare tax projections and assist with year-end tax planning discussions.
• Lead select client relationships and advisory planning initiatives.
• Collaborate with Wealth Advisors and Portfolio Management to implement strategies.

Skills

Financial analysis

Client communication

Risk management

Team collaboration

CRM proficiency

Education

Bachelor’s Degree

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. You will work closely with Wealth Advisors to build personalized plans and manage client relationships across retirement, tax, estate, and investment planning.

The role supports a hybrid schedule: 3 days in office per week with up to 2 remote days, and travel as needed. A strong background in financial analysis and planning is essential.