Associate Wealth Advisor

Focus Financial Partners

Menlo Park, CA, United States
Base: $60,000 - $125,000pyear; bonus/equity: annua...
**
Develop and present financial plans
Knowledge of tax estate and insurance planning
Create holistic investment strategies
** Focus Financial Partners is seeking an Associate Wealth Advisor to join their planning-centric team in Menlo Park, CA. The role involves collaborating with Wealth Advisors to deliver personalized wealth management strategies, with responsibilities including financial planning, risk management, and developing client relationships. **

Job Summary

  • The role involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.
  • Focus provides team members the flexibility to work a hybrid schedule defined as 3 days in office work required per week.
  • The position requires developing mastery of Focus Partners Wealth's investment philosophy and creating holistic investment strategies for each client.

Matching Summary

Match Score: 75

** Focus Financial Partners is seeking an Associate Wealth Advisor to join their planning-centric team in Menlo Park, CA. The role involves collaborating with Wealth Advisors to deliver personalized wealth management strategies, with responsibilities including financial planning, risk management, and developing client relationships. **

Salary

Base: $60,000 - $125,000/year; Bonus/Equity: Annual cash bonus available; Benefits: Medical, dental, vision, life insurance, and 401(k)

Skills & Requirements

Must-have

  • Develop and present financial plans
  • Knowledge of tax estate and insurance planning
  • Create holistic investment strategies
  • Mastery of CRM system and custodian websites
  • Lead client communications independently

Nice-to-have

  • Strong interpersonal skills
  • Team-oriented approach
  • Excellent analytical skills
  • Attention to detail
  • Collaborative team member

Key Requirements

  • Bachelor's Degree
  • Series 65 or equivalent within 120 days
  • 2+ years of financial service experience
  • Clean U4 record

Work Rights

Not specified

Tailored Resume

Cover Letter