focuspartnerswealth
Associate Wealth Advisor
At a Glance
- Location
- San Francisco, California, United States
- Experience
- 4+ years
- Compensation
- ole is expected to be between $60,000 - $125,000. Actual base pay could vary b
- Posted
- 2026-02-26T15:47:26-05:00
Key Requirements
Required Skills
Domain Knowledge
- Finance
Benefits & Perks
al cash bonus and a comprehensive benefits package. #LI-KP1 Focus Partners Wealth
Requirements
Bachelor’s Degree
Series 65 or equivalent within 120 days of employment
4+ years of financial service experience
Nice to have:
Proven experience in financial analysis, modeling, and strategic planning
Responsibilities
Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The
Associate Wealth Advisor
role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.
Develop, revise, and present financial plans through planning software
Ability to create and deliver tax, estate, and insurance planning