Hybrid Wealth Planner Associate — Planning & Client Strategy

LE0123 Focus Partners Wealth LLC; Menlo Park (CA); Hybrid; USD 110,000 - 125,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package

Job summary

LE0123 Focus Partners Wealth LLC seeks an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice. You will partner with Wealth Advisors to maintain client relationships and participate in retirement, tax, estate, and investment planning.

The role supports a hybrid schedule with 3 days in office and up to 2 remote days per week, serving clients nationwide across Focus Partners’ wealth management platform.

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent.
• CFP or equivalent (ChFC or CPA + PFS) preferred.
• 4+ years of financial service experience.
• Proven experience in financial analysis, modeling, and strategic planning.
• Strong understanding of investment strategies, risk management, tax planning, and estate planning.
• Proficiency in financial software and tools for modeling and analysis, as well as CRM tools.
• Clean U4.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Ability to create and deliver tax, estate, and insurance planning.
• Identify advanced planning opportunities and develop internal best practices.
• Develops a mastery of Focus Partners investment philosophy.
• Create holistic investment strategy for each client, monitor risk tolerance over time as needed.
• Develop an understanding of the fundamentals of trading.
• Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.

Skills

Financial analysis

Modeling

Strategic planning

Investment knowledge

Risk management

Tax planning

Estate planning

CRM tools

Financial software

Clean U4

Team oriented

Industry knowledge

Education

Bachelor’s Degree

CFP or equivalent (ChFC or CPA + PFS) preferred

Tools

CRM tools

Financial software

Job description

LE0123 Focus Partners Wealth LLC seeks an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice. You will partner with Wealth Advisors to maintain client relationships and participate in retirement, tax, estate, and investment planning.

The role supports a hybrid schedule with 3 days in office and up to 2 remote days per week, serving clients nationwide across Focus Partners’ wealth management platform.