Associate Wealth Advisor San Francisco, CA Position Summary The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.

Responsibilities

Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy Resource for other AWAs at Focus Partners Wealth Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan Creates a personalized Investment Policy Statement and holistic investment strategy for each client Ability to independently lead client communications and interactions Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve execute portfolios, trade recommendations, tax loss harvesting, etc. Determine asset allocation based on clients’ needs, willingness ability to take risk Diligent recording of client communication and information within client relationship management platform Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner Engages in business planning efforts and actively supports the firm’s strategic priorities Ability to meet with clients in person.

Required Qualifications

Bachelor's Degree 2+ years financial planning experience Series 65 Strong interpersonal communication skills; team-orientated approach Knowledge of financial industry, financial products, and financial planning concepts Clean U4 The annualized

Base Pay Range

for this role is expected to be between $83,000 - $88,000. 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.

Compensation

package for employees.

Benefits

package. Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future.

With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. com or follow the company on LinkedIn .

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law. Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities.