Hybrid Senior Wealth Advisor: Planning & Client Strategy

Focus Financial Partners; Edison (CA); Hybrid; USD 124,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k)

Job summary

Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our planning-centric team. You will partner with Wealth Advisors to maintain and enhance client relationships through active participation in financial planning, retirement, risk, tax, estate, and investment planning.

The role supports a hybrid work model with 3 days in office and up to 2 remote days per week, or as assigned by the team leader.

Qualifications

• CFP or equivalent certification required.
• Experience in financial analysis and planning.
• Strong communication and interpersonal skills.

Responsibilities

• Create, edit, and present financial plans through planning software.
• Lead the development of financial planning recommendations to clients.
• Identify advanced planning opportunities and develop internal best practices.
• Model and resolve complex financial questions and client situations.
• Serve as primary advisor for a select number of clients.
• Manage individual and team prospect pipeline, including onboarding of new clients.
• Develop an understanding of Focus Partners Wealth’s investment philosophy.
• Create holistic investment strategy for each client and monitor risk tolerance over time.

Skills

Financial planning

Client relationship management

CFP or equivalent

Financial analysis

Team collaboration

Business development

U4 clean

Education

Bachelor’s Degree

Job description

Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our planning-centric team. You will partner with Wealth Advisors to maintain and enhance client relationships through active participation in financial planning, retirement, risk, tax, estate, and investment planning.

The role supports a hybrid work model with 3 days in office and up to 2 remote days per week, or as assigned by the team leader.