Associate Wealth Advisor
$85,000–$107,200 year
Hybrid · California, United States
Job Summary
Associate Wealth Advisor at Focus Partners Wealth provides planning-centric wealth guidance, partnering with Wealth Advisors to develop and present holistic financial plans, including retirement, tax, estate, insurance, and investment strategies. The role requires independent client communications, diligent CRM usage, collaboration with the Portfolio Management team, and participation in advisory team business planning. The position supports a hybrid work model (3 days in the office per week with 2 remote days, or as assigned) and involves meeting with clients in person and occasional travel. Candidates should have a Bachelor's degree, Series 65 (or equivalent within 120 days), and 2+ years of financial services experience. Knowledge of financial planning concepts, investment philosophy, and strong analytical and interpersonal skills are essential.
Required Qualifications
- Bachelor’s Degree
- Series 65 or equivalent within 120 days of employment
- 2+ years of financial service experience
- Clean U4
- Strong interpersonal skills; team-orientated approach
- Knowledge of financial industry, financial products, and financial planning concepts
- Excellent analytical skills and attention to detail
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