Hybrid Wealth Advisor Associate - Planning & Growth

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

Benefits offered by this job

Hybrid work schedule

Annual bonus

Benefits package

Job summary

Focus Partners Wealth seeks an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice. You will collaborate with Wealth Advisors to enhance client relationships and participate in financial planning across retirement, risk, tax, estate, and investments.

The role supports a hybrid work model with in-office and remote days, and travel as needed. A bachelor’s degree and 2+ years in financial services are required.

Qualifications

• Bachelor’s Degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial services experience.
• Strong interpersonal and collaborative skills.
• Knowledge of financial planning concepts, products, and markets.
• Clean U4 on file.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Understand tax, estate, and insurance planning.
• Master FPW investment philosophy and create holistic client strategies.
• Monitor risk tolerance and adjust portfolios as needed.
• Collaborate with Portfolio Management to approve and execute portfolios.

Skills

Interpersonal skills

Team orientation

Analytical thinking

Financial planning knowledge

Client communication

Education

Bachelor's Degree

Tools

CRM system

Portfolio management tools

Job description

Focus Partners Wealth seeks an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice. You will collaborate with Wealth Advisors to enhance client relationships and participate in financial planning across retirement, risk, tax, estate, and investments.

The role supports a hybrid work model with in-office and remote days, and travel as needed. A bachelor’s degree and 2+ years in financial services are required.