Hybrid Wealth Advisor — Client-Focused Planning

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

Benefits offered by this job

Annual bonus

Comprehensive benefits package

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor in Santa Monica, CA. The role partners with Wealth Advisors to deliver personalized financial planning and investment strategies for clients, involving collaboration across retirement, risk management, tax, estate, and investment planning.

The position supports a planning-centric team with a hybrid schedule (3 days in office, up to 2 remote days). Ideal candidates have 2+ years in financial services and a Series 65 within 120 days.

Qualifications

• Bachelor’s degree required; Series 65 within 120 days.
• 2+ years financial service experience with strong interpersonal skills.
• Knowledge of financial products and financial planning concepts.
• Excellent analytical skills and attention to detail.
• Clean U4 on file.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Partner with Portfolio Management to approve portfolios and tax-loss harvesting.
• Maintain client relationships through proactive communication.
• Lead client communications and maintain CRM records.
• Complete client billing reviews and ensure compliance.
• Support advisory team planning and contribute to strategic priorities.
• Meet with clients in person; some travel may be required.

Skills

Interpersonal skills

Team oriented

Analytical skills

Attention to detail

Financial industry knowledge

Client service

Communication

Education

Bachelor’s degree

Series 65

Tools

CRM system

Custodian websites

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor in Santa Monica, CA. The role partners with Wealth Advisors to deliver personalized financial planning and investment strategies for clients, involving collaboration across retirement, risk management, tax, estate, and investment planning.

The position supports a planning-centric team with a hybrid schedule (3 days in office, up to 2 remote days). Ideal candidates have 2+ years in financial services and a Series 65 within 120 days.