Focus Financial Partners
Associate Wealth Advisor
Focus Financial Partners, Menlo Park, California, United States, 94025
Associate Wealth Advisor
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 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.
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 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.