Associate Wealth Advisor

Focus Financial Partners•Menlo Park, CA

8h•Hybrid

About The Position

Focus Partners Wealth is seeking an Associate Wealth Advisor to join their team. This role is an exciting opportunity to work with a planning-centric team dedicated to creating personalized wealth advice based on unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities 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, defined as 3 days in office work required per week, with the option to work remotely 2 days per week, or as assigned by their team leader. Focus Financial Partners is a leading financial services firm comprised of integrated wealth management, family office, and business management services. They blend deep expertise and expansive resources with a boutique, client-first fiduciary philosophy to help individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

Requirements

Bachelor’s Degree
Series 65 or equivalent within 120 days of employment
2+ years of financial service experience
Strong interpersonal skills; team-orientated approach
Knowledge of financial industry, financial products, and financial planning concepts
Excellent analytical skills and attention to detail
Clean U4

Responsibilities

Develop, revise, and present financial plans through planning software
Knowledge of tax, estate, and insurance planning
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.
Mastery of technology stack offered, including CRM system and custodian websites
Resource and collaboration with other Associate Wealth Advisors (AWAs)
Ability to independently lead client communications and interactions
Diligent recording of client communication and information within client relationship management platform
Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
Complete client billing reviews and ensure compliance for the advisory team
Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
The ability to meet with clients in person. Some travel may be required