Hybrid Senior Wealth Advisor – Planning & Client Strategy

Focus Financial Partners; Palo Alto (CA); Hybrid; USD 125,000 - 140,000; Full time

Benefits offered by this job

Comprehensive benefits

Annual cash bonus

Hybrid work model

Job summary

Focus Partners Wealth seeks a Senior Associate Wealth Advisor to join our planning-centric team. You will support Wealth Advisors, manage client relationships, and participate in comprehensive financial planning, including retirement, tax, and estate considerations.

You will build and present plans, develop investment strategies, and contribute to growing the client base. This exempt role offers a base pay and bonus within a broader compensation package, with a hybrid schedule.

Qualifications

• Bachelor’s Degree
• 5+ years of financial service experience
• CFP or equivalent (ChFC or CPA + PFS) required
• Proven experience in financial analysis, modeling, and strategic planning
• Strong understanding of investment strategies, risk management, tax planning, and estate planning
• Excellent analytical skills, attention to detail, and ability to explain complex financial concepts
• Team-oriented approach
• Knowledge of financial industry, products, and planning concepts
• Experience in managing prospect pipelines and onboarding new clients
• Business development skillset
• Clean U4

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
• Business develop independently and in a team environment
• Develop mastery of FPW’s investment philosophy
• Mastery of technology stack including CRM system and custodian websites
• Create holistic investment strategy for each client, monitor risk tolerance over time
• Independently lead daily client communications and interactions
• Understand trading fundamentals; collaborate with Portfolio Management for portfolios and tax loss harvesting
• Diligent recording of client communication in CRM
• Collaborate with other AWAs
• Complete client billing reviews and ensure compliance
• Support advisory team strategic priorities
• Interact with clients via emails, calls, and presentations
• Meet with clients in person; some travel may be required

Skills

Financial planning

Relationship mgmt

Investment planning

Retirement planning

Tax planning

Estate planning

CFP

Financial analysis

Teamwork

Prospect management

Business development

U4 clean

Education

Bachelor’s Degree

Tools

CRM software

Custodian websites

Job description

Focus Partners Wealth seeks a Senior Associate Wealth Advisor to join our planning-centric team. You will support Wealth Advisors, manage client relationships, and participate in comprehensive financial planning, including retirement, tax, and estate considerations.

You will build and present plans, develop investment strategies, and contribute to growing the client base. This exempt role offers a base pay and bonus within a broader compensation package, with a hybrid schedule.