Focus Financial Partners

Focus Financial Partners

Associate Wealth Advisor

Palo Alto, CA or Walnut Creek, CA

Sponsorship not specified$86k-$107kDetected 29 days ago
CRMCommunicationCollaboration

About the role

  • The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.
  • include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.
  • Focus provides team members the flexibility to work a hybrid schedule.

Responsibilities

  • Develop, revise, and present financial plans through planning software
  • Develops a mastery of Focus Partners Wealth's (FPW) investment philosophy
  • Create holistic investment strategy for each client, monitor risk tolerance over time as needed
  • Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
  • Ability to independently lead client communications and interactions
  • Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
  • Engage in advisory team business planning efforts and actively support the firm's strategic priorities
  • The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.
  • Develop an understanding of the fundamentals of trading.
  • Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.

Requirements

  • Bachelor's Degree
  • 2+ years of financial service experience
  • Knowledge of financial industry, financial products, and financial planning concepts
  • The ability to meet with clients in person.
  • Some travel may be required
  • Series 65 or equivalent within 120 days of employment
  • Strong interpersonal skills; team-orientated approach
  • Excellent analytical skills and attention to detail
  • Clean U4

Compensation

  • The annualized base pay range for this role is expected to be between $86,100 - $107,200 per year.
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This listing is sourced directly from Focus Financial Partners's careers page and normalized into a canonical job model.