Hiring: Senior Associate Wealth Advisor Company: Focus Partners Location: Palo Alto, 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: •5+ years of financial service experience Required Skills: •Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader. •Create, edit, and present financial plans through planning software •Lead the development of financial planning recommendations to clients •Identify advanced planning opportunities and develop internal best practices •Demonstrated capacity to model and resolve complex financial questions and client situations •Serve as primary advisor for a select number of clients •Manage individual and team prospect pipeline, including the onboarding of new clients •Demonstrated capacity to business develop independently and, in a team environment Qualifications: •Bachelor’s Degree •CFP or equivalent (ChFC or CPA + PFS) required •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 •Business development skillset Compensation: •$125,000 - $140,000 / 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!