Hybrid Wealth Planner: Client-Focused Growth

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

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. This role partners with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process, including retirement, risk management, tax, estate, and investment planning.

The position supports a hybrid work schedule with 3 days in the office per week and up to 2 remote days, and may require some travel to meet clients in person.

Qualifications

• Bachelor's Degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial service experience.
• Strong interpersonal skills and team orientation.
• Knowledge of financial industry, products, and planning concepts.
• Excellent analytical skills and attention to detail.
• Clean U4 on file.

Responsibilities

• Develop, revise, and present financial plans through planning software.
• Knowledge of tax, estate, and insurance planning.
• Develop mastery of FPW investment philosophy.

Skills

Interpersonal skills

Analytical skills

Attention to detail

Team orientation

Financial products knowledge

Financial planning concepts

U4 compliance

Education

Bachelor's Degree

Series 65 within 120 days

Tools

CRM system

Custodian websites

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team. This role partners with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process, including retirement, risk management, tax, estate, and investment planning.

The position supports a hybrid work schedule with 3 days in the office per week and up to 2 remote days, and may require some travel to meet clients in person.