Wealth Planning Associate

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

Benefits offered by this job

Hybrid work model

Annual cash bonus

Comprehensive benefits package

Job summary

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team focused on delivering personalized wealth advice aligned with each client’s goals. You will partner with Wealth Advisors to nurture relationships and participate in full financial planning processes.

The role supports a hybrid schedule (3 days in office per week, 2 days remote) with potential travel. A base pay of $85,000–$95,000 per year plus bonus and comprehensive benefits is offered.

Qualifications

• Bachelor’s degree and financial services knowledge required.
• Series 65 or equivalent within 120 days of employment.
• Minimum 2+ years of financial services experience.
• Strong interpersonal skills and attention to detail.
• Knowledge of financial planning concepts and products.
• Excellent analytical skills and clean U4.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Understand tax, estate, and insurance planning.
• Master FPW investment philosophy and advise clients.
• Create holistic investment strategies and monitor risk tolerance.
• Collaborate with Portfolio Management for portfolios and tax loss harvesting.
• Utilize CRM and custodian platforms; support AWAs.
• Lead client communications and document interactions in CRM.
• Serve as day-to-day client contact and ensure high service levels.
• Complete client billing reviews and ensure compliance for advisory team.
• Support firm strategic priorities and participate in business planning.
• Meet clients in person; some travel may be required.

Skills

Strong interpersonal skills

Attention to detail

Knowledge of financial industry

Financial planning concepts

Excellent analytical skills

Clean U4

2+ years of financial service exposure

Education

Bachelor’s Degree

Series 65 certification within 120 days

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team focused on delivering personalized wealth advice aligned with each client’s goals. You will partner with Wealth Advisors to nurture relationships and participate in full financial planning processes.

The role supports a hybrid schedule (3 days in office per week, 2 days remote) with potential travel. A base pay of $85,000–$95,000 per year plus bonus and comprehensive benefits is offered.