Wealth Planning Associate (Hybrid) - Client-Focused Advisor

Focus Partners Wealth; Menlo Park (CA); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Focus Partners Wealth seeks an Associate Wealth Advisor in California to join a planning-centric team that delivers personalized wealth advice. You’ll partner with Wealth Advisors to support retirement, tax, estate, and investment planning while sustaining strong client relationships.

The role operates in a hybrid setup with 3 days in the office per week and up to 2 remote days. 4+ years of financial services experience is preferred, with CFP or equivalent credentials desirable.

Qualifications

• 4+ years of financial services experience.
• CFP or equivalent credentials desirable.

Responsibilities

• Support retirement, tax, estate, and investment planning.
• Partner with Wealth Advisors to deliver planning while maintaining client relationships.
• Sustain strong client relationships and client service excellence.

Skills

Financial services experience

Education

CFP or equivalent credentials

Job description

Focus Partners Wealth seeks an Associate Wealth Advisor in California to join a planning-centric team that delivers personalized wealth advice. You’ll partner with Wealth Advisors to support retirement, tax, estate, and investment planning while sustaining strong client relationships.

The role operates in a hybrid setup with 3 days in the office per week and up to 2 remote days. 4+ years of financial services experience is preferred, with CFP or equivalent credentials desirable.