Focus Financial Partners
Associate Wealth Advisor
Focus Financial Partners, Menlo Park, California, United States, 94029
Overview
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
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.
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit
www.focusfinancialpartners.com .
For Indiana Applicants:
It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants:
I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAPH OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants:
If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants:
Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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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
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.
Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit
www.focusfinancialpartners.com .
For Indiana Applicants:
It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants:
I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAPH OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants:
If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants:
Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
#J-18808-Ljbffr