Associate Wealth Advisor

Focus Financial Partners

Menlo Park, CA, United States
Base: $60,000 - $125,000pyear; bonus: annual cash ...
Hybrid (3 days on-site, 2 days remote)
Develop financial plans using planning software
Knowledge of tax estate and insurance planning
Create holistic investment strategies for clients
Focus Financial Partners is seeking an Associate Wealth Advisor to enhance client relationships and provide personalized financial planning services. This role requires collaboration with Wealth Advisors and entails responsibilities across various financial planning areas

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 a hybrid work schedule requiring 3 days in office per week with flexibility for 2 remote days.
  • The position offers an annualized base pay range between $60,000 and $125,000 plus potential bonuses and comprehensive benefits.

Matching Summary

Match Score: 85

Focus Financial Partners is seeking an Associate Wealth Advisor to enhance client relationships and provide personalized financial planning services. This role requires collaboration with Wealth Advisors and entails responsibilities across various financial planning areas.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Strong interpersonal and team-oriented approach
  • Excellent analytical skills and attention to detail
  • Ability to meet with clients in person
  • Collaboration with portfolio management team

Key Requirements

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

Work Rights

Not specified

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