Focus Financial Partners
Associate Wealth Advisor
Focus Financial Partners, Menlo Park, California, United States, 94029
Overview
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 Position preferences
Experience serving high net worth clients; and Experience with tax planning and estate planning Compensation
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. About Focus
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 California Applicants
Information on your California privacy rights can be found here. For Other U.S. Applicants
For information about federal equal employment opportunity and state-specific notices, the company provides legally required information where applicable. Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Focus Financial Partners’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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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 Position preferences
Experience serving high net worth clients; and Experience with tax planning and estate planning Compensation
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. About Focus
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 California Applicants
Information on your California privacy rights can be found here. For Other U.S. Applicants
For information about federal equal employment opportunity and state-specific notices, the company provides legally required information where applicable. Voluntary Self-Identification
For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in Focus Financial Partners’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985. Select... Disability Status Select... PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.
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