Wealth Planning Associate

LE0123 Focus Partners Wealth LLC; Santa Monica (CA); Hybrid; USD 85,000 - 95,000; Full time

Benefits offered by this job

Annual cash bonus

Comprehensive benefits package

Job summary

Focus Partners is seeking an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice aligned with client goals. You will partner with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.

The role supports a hybrid work schedule with 3 days in office per week and up to 2 remote days, or as assigned by the team leader. Travel may be required for client meetings.

Qualifications

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

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Knowledge of tax, estate, and insurance planning.
• Develop mastery of Focus Partners investment philosophy.
• Create holistic investment strategy for each client and monitor risk tolerance.
• Understand fundamentals of trading and collaborate with Portfolio Management.
• Lead client communications and maintain client service standards.
• Record client interactions in CRM and ensure documentation accuracy.
• Support advisory team business planning and strategic priorities.
• Attend in-person client meetings as needed.

Skills

Bachelor's Degree

Series 65

Client relationship skills

Analytical skills

Team-oriented

Clean U4

Education

Bachelor’s Degree

Series 65 Certification

Tools

CRM system

Custodian websites

Job description

Focus Partners is seeking an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice aligned with client goals. You will partner with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.

The role supports a hybrid work schedule with 3 days in office per week and up to 2 remote days, or as assigned by the team leader. Travel may be required for client meetings.