Senior Wealth Advisor: Personal Planning & Client Growth

Focus Partners; Palo Alto (CA); Hybrid; USD 125,000 - 140,000; Full time

Job summary

Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our planning-centric team in California. You will collaborate with Wealth Advisors to maintain client relationships while actively participating in the financial planning process.

Responsibilities include retirement, risk, tax, estate, and investment planning, with a hybrid schedule requiring 3 days in office per week and up to 2 remote days.

Qualifications

• Bachelor’s Degree required or equivalent experience.
• 5+ years of financial services experience.
• CFP or equivalent (ChFC or CPA + PFS) preferred or required.

Responsibilities

• Create, edit, and present financial plans through planning software.
• Lead the development of financial planning recommendations to clients.
• Identify advanced planning opportunities and develop internal best practices.
• Model and resolve complex financial questions for clients.
• Serve as primary advisor for a select number of clients.
• Manage prospect pipeline and onboarding of new clients.

Skills

Financial planning

CFP or equivalent

Client relationship management

Business development

Financial analysis

Team collaboration

U4 clean

Education

Bachelor’s Degree

Tools

CRM system

Custodian websites

Planning software

Job description

Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our planning-centric team in California. You will collaborate with Wealth Advisors to maintain client relationships while actively participating in the financial planning process.

Responsibilities include retirement, risk, tax, estate, and investment planning, with a hybrid schedule requiring 3 days in office per week and up to 2 remote days.