Hiring: Associate Wealth Advisor Company: Focus Partners Location: Menlo Park, CA Job Posted Time: 2026-09-10 11:57:20 Employment Type: Hybrid Target Skills & Keywords : CFP, Financial Planning, Portfolio Management, Risk Management, Wealth Management About the job Experience: •4+ years of financial service experience Required Skills: •Develop, revise, and present financial plans through planning software •Demonstrated capacity to create and deliver tax, estate, and insurance planning •Identify advanced planning opportunities and develop internal best practices •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) Qualifications: •Bachelor’s Degree •CFP or equivalent (ChFC or CPA + PFS) preferred •Proven experience in financial analysis, modeling, and strategic planning •In-depth knowledge of investment strategies, risk management, tax planning, and estate planning •Excellent analytical skills and attention to detail •Strong interpersonal skills: with the ability to explain complex financial concepts to clients •Knowledge of financial industry, financial products, and financial planning concepts •Proficiency in financial software and tools for modeling and analysis, as well as CRM tools Compensation: •$110,000 - $125,000 / year •Flexible work environment (work from home / hybrid options) •Competitive benefits and rewards package •Other rewards may include an annual cash bonus and a comprehensive benefits package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!