Hybrid Wealth Planner — Associate Advisor

Focus Financial Partners; Menlo Park (CA); Hybrid; USD 110,000 - 125,000; Full time

Benefits offered by this job

Annual bonus

Benefits package

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor in Menlo Park, CA to join our planning‑centric team. You will support Wealth Advisors, help clients with retirement, risk management, tax, estate and investment planning, and contribute to holistic financial strategies.

We offer a hybrid schedule with 3 days in the office per week and up to 2 remote days. The role requires a Bachelor's degree, Series 65 (or equivalent), and 4+ years of financial services experience.

Qualifications

• Bachelor’s degree required; Series 65 or equivalent credential expected.
• CFP or equivalent (ChFC or CPA + PFS) preferred.
• 4+ years of financial services experience; knowledge of investments, tax planning, and estate planning.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Create and deliver tax, estate, and insurance planning.
• Identify advanced planning opportunities and develop internal best practices.
• Develop mastery of FPW’s investment philosophy and create holistic client strategies.
• Lead client communications and ensure high-quality service.

Skills

Financial analysis

Financial modeling

Strategic planning

Client communication

Team oriented

Education

Bachelor’s Degree

Series 65 or equivalent

CFP or equivalent

Tools

CRM software

Financial planning software

Investment modeling tools

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor in Menlo Park, CA to join our planning‑centric team. You will support Wealth Advisors, help clients with retirement, risk management, tax, estate and investment planning, and contribute to holistic financial strategies.

We offer a hybrid schedule with 3 days in the office per week and up to 2 remote days. The role requires a Bachelor's degree, Series 65 (or equivalent), and 4+ years of financial services experience.