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Associate Wealth Advisor

Menlo Park, CA

Associate Wealth Advisor 

Menlo Park, CA

Position Summary

Focus Partners Wealth seeks a motivated and qualified individual for the position of Associate Wealth Advisor. The Associate Wealth Advisor is an integral member of the client service team, working closely with the senior professionals of the firm to deliver exceptional advice and service to clients.  The associate wealth advisor will support the firm’s Wealth Advisors and Lead Wealth Advisors by providing valuable information such as income tax planning and projections, investment evaluations and recommendations, financial analyses, income tax planning and projections, investment portfolio construction, estate planning, and various other research projects.

This role is based in: Menlo Park, CA

Primary responsibilities for this position include:

  • Prepare agendas, reports, and analyses for client meetings
  • Play a key role in the ongoing maintenance of the firm’s portfolio accounting and performance reporting system
  • Assist in the execution of client recommendations
  • Run financial projections for clients using sophisticated Excel models
  • Assist advisors in evaluating various financial decisions and strategies for clients by conducting research and complex financial analyses on a wide range of investment, tax, estate and financial planning topics
  • Perform general research in areas of investments, income tax planning, estate planning, impact of recent regulations, and financial markets.
  • Manage workflow and prioritize projects
  • Participate on committees.

Qualifications:

  • Bachelor’s degree in finance/accounting/economics from a premier University with strong academic achievement
  • 3+ years experience in either financial planning or advisory related services 
  • CFP®, CPA or CFA® designation preferred, or working toward achieving
  • Strong PC skills with proficiency in Excel and a well-developed quantitative aptitude to develop models to analyze financial matters
  • Strong attention to detail and accuracy
  • Analytical thinking and problem-solving skills
  • Ability to work independently and within strict deadlines while managing multiple priorities and open projects
  • Strong interpersonal, verbal, and written communication skills
  • Strong integrity and honesty

The position prefers:

  • Experience serving high net worth clients; and
  • Experience with tax planning and estate planning

The annualized base pay range for this role is expected to be between $125,000 - $130,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-KP1

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.


Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

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