Wealth Planning Associate - Hybrid Role

Focus Partners; Walnut Creek (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 in Walnut Creek, CA. You will collaborate with Wealth Advisors to deliver personalized plans across retirement, risk, tax, estate, and investment planning.

The role supports a hybrid schedule with 3 days in office per week and up to 2 remote days, plus potential travel to meet clients in person. Base pay ranges from $85,000 to $95,000 with a bonus and comprehensive benefits.

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent within 120 days of employment.
• 2+ years of financial services experience.
• Strong interpersonal and team-oriented communication.
• Knowledge of financial planning concepts and products; attention to detail; clean U4.

Responsibilities

• Develop, revise, and present financial plans using planning software.
• Support tax, estate, and insurance planning efforts for clients.
• Develop mastery of FPW investment philosophy and approach.
• Create holistic client investment strategies and monitor risk tolerance.
• Partner with Portfolio Management to approve portfolios and tax loss harvesting.
• Maintain CRM and custodian platform proficiency; collaborate with AWAs.

Skills

Interpersonal skills

Analytical skills

Knowledge of financial industry

Attention to detail

Education

Bachelor’s Degree

Series 65 or equivalent within 120 days of employment

2+ years of financial service experience

Tools

CRM system

Custodian websites

Portfolio management tooling

Job description

Focus Partners Wealth is seeking an Associate Wealth Advisor to join our planning-centric team in Walnut Creek, CA. You will collaborate with Wealth Advisors to deliver personalized plans across retirement, risk, tax, estate, and investment planning.

The role supports a hybrid schedule with 3 days in office per week and up to 2 remote days, plus potential travel to meet clients in person. Base pay ranges from $85,000 to $95,000 with a bonus and comprehensive benefits.