Associate Wealth Advisor

Focus Financial Partners

. Develop, revise, and present financial plans through planning software .

Posted 11/5/2026full-timeMenlo Park • California • United StatesJuniorMid-Level💰 $90,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in financial planning, investment strategies, and client relationship management, with a strong focus on compliance and analytical skills. Proficient in utilizing CRM systems and collaborating effectively within a team to deliver high-quality client service.

Highest-signal resume keywords

Financial PlanningInvestment StrategiesClient Relationship ManagementSeries 65 CertificationFinancial Industry Knowledge

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Planning SoftwareInvestment Philosophy MasteryRisk Tolerance AssessmentTax Loss HarvestingClient Billing ReviewsAnalytical SkillsAttention to Detail

Soft Skills

Interpersonal SkillsTeam-Oriented ApproachClient Communication

Tools & Technologies

CRM SystemsCustodian Websites

Certifications & Qualifications

Bachelor’s DegreeSeries 65 or Equivalent

Industry Keywords

Financial ServicesFinancial ProductsEstate PlanningInsurance PlanningTrading Fundamentals

About the role

Key responsibilities & impact

Develop, revise, and present financial plans through planning software
Apply knowledge of tax, estate, and insurance planning
Develop mastery of Focus Partners Wealth’s investment philosophy
Create holistic investment strategies for clients and monitor risk tolerance over time
Understand trading fundamentals and partner with Portfolio Management to approve and execute portfolios, trade recommendations, and tax loss harvesting
Master the technology stack, including CRM systems and custodian websites
Collaborate with other Associate Wealth Advisors
Lead client communications and interactions independently
Record client communications and information in the CRM platform
Serve as the day-to-day contact for client needs and collaborate with team members to provide high-quality client service
Complete client billing reviews and ensure advisory-team compliance
Participate in advisory-team business planning and support the firm’s strategic priorities
Meet with clients in person; some travel may be required

Requirements

What you’ll need

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
Ability to meet with clients in person
Some travel may be required

Benefits

Comp & perks

Hybrid schedule with 3 days in office and the option to work remotely 2 days per week, or as assigned by the team leader
Annual cash bonus
Comprehensive benefits package
Reasonable accommodations for applicants and employees with disabilities