Hybrid Wealth Advisor Associate | Planning-Focused Growth

Focus Financial Partners; Santa Monica (CA); Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Hybrid work schedule

Job summary

Focus Partners in Santa Monica seeks an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice across retirement, risk management, tax, estate, and investments.

The role partners with Wealth Advisors to maintain client relationships and drive planning processes, with a focus on rigorous financial planning and a collaborative approach. It is a exempt position offering a hybrid schedule and a base pay range.

Qualifications

• Bachelor’s Degree required.
• Series 65 (or equivalent) within 120 days of employment.
• 2+ years of financial services experience required.
• Knowledge of tax, estate, and insurance planning.
• Excellent analytical skills and attention to detail.
• Clean U4 on record.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Understand tax, estate, and insurance planning concepts.
• Develop mastery of Focus Partners investment philosophy.
• Create holistic investment strategies for clients and monitor risk tolerance.
• Support trading-related activities with Portfolio Management, including trades and tax loss harvesting.
• Utilize CRM and custodian platforms effectively.
• Lead client communications independently and ensure high-quality service.
• Complete client billing reviews and ensure advisory compliance.
• Support firm strategic priorities through advisory team planning.
• Occasionally meet with clients in person; some travel may be required.

Skills

Interpersonal skills

Team oriented

Analytical skills

Attention to detail

Knowledge of financial products

Strong communication

Clean U4

Education

Bachelor's Degree

Series 65 within 120 days

Job description

Focus Partners in Santa Monica seeks an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice across retirement, risk management, tax, estate, and investments.

The role partners with Wealth Advisors to maintain client relationships and drive planning processes, with a focus on rigorous financial planning and a collaborative approach. It is a exempt position offering a hybrid schedule and a base pay range.