Hybrid Wealth Planner: Client-Focused

Focus Partners; Morgan Hill (CA); Hybrid; USD 90,000 - 110,000; Full time

Job summary

Focus Partners is seeking an Associate Wealth Advisor to join a planning centric team that delivers personalized wealth advice based on client goals. You will work with Wealth Advisors to maintain client relationships and participate in the financial planning process.

The role embraces a hybrid work model with three in-office days per week and two remote days, travel may be required for client meetings, and potential for bonus as part of total compensation.

Qualifications

• Bachelor’s Degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial services experience.
• Strong interpersonal skills; team-oriented approach.
• Knowledge of financial industry, financial products, and planning concepts.
• Excellent analytical skills and attention to detail.
• Clean U4.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Knowledge of tax, estate, and insurance planning.
• Develops investment philosophy and holistic strategies for clients.
• Monitor risk tolerance and adjust investment plans.
• Collaborate with Portfolio Management to approve portfolios and execute trades.

Skills

Interpersonal skills

Team-oriented

Analytical skills

Financial planning knowledge

Attention to detail

Education

Bachelor's Degree

Job description

Focus Partners is seeking an Associate Wealth Advisor to join a planning centric team that delivers personalized wealth advice based on client goals. You will work with Wealth Advisors to maintain client relationships and participate in the financial planning process.

The role embraces a hybrid work model with three in-office days per week and two remote days, travel may be required for client meetings, and potential for bonus as part of total compensation.