Hybrid Associate Wealth Advisor — Planning Focus

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

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.