Accounting & Finance

Client-Focused Wealth Planning Associate

LE0123 Focus Partners Wealth LLC

Palo Alto · California · United States

Focus Partners Wealth seeks to hire an Associate Wealth Advisor to join our planning-centric team in California. You will work with Wealth Advisors to build personalized plans and manage client relationships through the financial planning process.

The role requires a Bachelors Degree, Series 65, 4+ years in financial services, and CFP or equivalent preferred. Hybrid work with in-office and remote days, base salary range $100k-$140k plus benefits.

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Reference: WJ-5408_6606316

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