Hybrid Wealth Advisor Associate: Planning & Client Growth

Focus Financial Partners; Palo Alto (CA); Hybrid; USD 100,000 - 140,000; Full time

Benefits offered by this job

Hybrid schedule

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. The Associate Wealth Advisor collaborates with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process, covering retirement, risk, tax, estate, and investment planning.

The role offers a hybrid schedule with 3 days in office per week and up to 2 remote days per week.

Qualifications

• Bachelor’s Degree required and Series 65 or equivalent.
• CFP or equivalent preferred.
• 4+ years of financial service experience.
• Strong knowledge of investment strategies, tax and estate planning.
• Proficiency in financial software and tools for modeling and analysis.
• Clean U4 on record.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Create and deliver tax, estate, and insurance planning.
• Prepare tax projections and year-end tax planning discussions.
• Identify advanced planning opportunities and develop best practices.
• Lead client communications and interactions.
• Collaborate with Portfolio Management to approve and execute portfolios.
• Ensure client billing reviews and advisory compliance.
• Engage in business planning and support strategic priorities.

Skills

Financial planning

Tax planning

Estate planning

Investment strategies

Risk management

Financial analysis

CRM tools

Modeling software

Communication skills

Team collaboration

U4 clean

Education

Bachelor’s Degree

CFP or equivalent (ChFC or CPA + PFS) preferred

Tools

CRM tools

Portfolio management software

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. The Associate Wealth Advisor collaborates with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process, covering retirement, risk, tax, estate, and investment planning.

The role offers a hybrid schedule with 3 days in office per week and up to 2 remote days per week.