Focus Financial Partners
Associate Wealth Advisor
Focus Financial Partners, San Francisco, California, United States, 94199
NorthCoast Asset Management is a data‑driven investment firm specializing in dynamic, risk‑managed equity and income strategies for high‑net‑worth investors and financial advisors. With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments. The firm is headquartered in Greenwich, Connecticut.
Position Summary 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.
Focus provides team members the flexibility to work a hybrid schedule: 3 days in‑office per week, with the option to work remotely 2 days per week or as assigned by the team leader.
Primary Responsibilities
Develop, revise, and present financial plans through planning software
Knowledge of tax, estate, and insurance planning
Develop mastery of Focus Partners Wealth’s (FPW) investment philosophy
Create holistic investment strategy for each client, monitor risk tolerance over time as needed
Understand the fundamentals of trading; partner with Portfolio Management to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
Mastery of technology stack offered, including CRM system and custodian websites
Resource and collaboration with other Associate Wealth Advisors (AWAs)
Independently lead client communications and interactions
Diligent recording of client communication and information within client relationship management platform
Day‑to‑day contact for client needs and collaborate with team members to ensure the highest level of client service
Complete client billing reviews and ensure compliance for the advisory team
Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
Meet clients in person; some travel may be required
Qualifications
Bachelor’s Degree
Series 65 or equivalent within 120 days of employment
2+ years of financial service experience
Strong interpersonal skills; team‑oriented approach
Knowledge of financial industry, financial products, and financial planning concepts
Excellent analytical skills and attention to detail
Clean U4
Compensation The Associate Wealth Advisor is an exempt position. Annual base pay range: $110,000 – $120,000/year. Base pay may vary based on experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. Other rewards may include an annual cash bonus and a comprehensive benefits package.
Location & Travel This role can work fully remote but requires travel to the Pacific Northwest (25‑30%).
Equal Employment Opportunity 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. We are committed to creating an inclusive environment that values diverse perspectives.
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Position Summary 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.
Focus provides team members the flexibility to work a hybrid schedule: 3 days in‑office per week, with the option to work remotely 2 days per week or as assigned by the team leader.
Primary Responsibilities
Develop, revise, and present financial plans through planning software
Knowledge of tax, estate, and insurance planning
Develop mastery of Focus Partners Wealth’s (FPW) investment philosophy
Create holistic investment strategy for each client, monitor risk tolerance over time as needed
Understand the fundamentals of trading; partner with Portfolio Management to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
Mastery of technology stack offered, including CRM system and custodian websites
Resource and collaboration with other Associate Wealth Advisors (AWAs)
Independently lead client communications and interactions
Diligent recording of client communication and information within client relationship management platform
Day‑to‑day contact for client needs and collaborate with team members to ensure the highest level of client service
Complete client billing reviews and ensure compliance for the advisory team
Engage in advisory team business planning efforts and actively support the firm’s strategic priorities
Meet clients in person; some travel may be required
Qualifications
Bachelor’s Degree
Series 65 or equivalent within 120 days of employment
2+ years of financial service experience
Strong interpersonal skills; team‑oriented approach
Knowledge of financial industry, financial products, and financial planning concepts
Excellent analytical skills and attention to detail
Clean U4
Compensation The Associate Wealth Advisor is an exempt position. Annual base pay range: $110,000 – $120,000/year. Base pay may vary based on experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. Other rewards may include an annual cash bonus and a comprehensive benefits package.
Location & Travel This role can work fully remote but requires travel to the Pacific Northwest (25‑30%).
Equal Employment Opportunity 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. We are committed to creating an inclusive environment that values diverse perspectives.
#J-18808-Ljbffr