Associate Wealth Advisor
4 weeks ago
Associate Wealth AdvisorFocus 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 for this position include:Prepare agendas, reports, and analyses for client meetingsPlay a key role in the ongoing maintenance of the firm's portfolio accounting and performance reporting systemAssist in the execution of client recommendationsRun financial projections for clients using sophisticated Excel modelsAssist 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 topicsPerform general research in areas of investments, income tax planning, estate planning, impact of recent regulations, and financial marketsManage workflow and prioritize projectsParticipate on committeesQualifications:Bachelor's degree in finance/accounting/economics from a premier University with strong academic achievement3+ years experience in either financial planning or advisory related servicesCFP, CPA or CFA designation preferred, or working toward achievingStrong PC skills with proficiency in Excel and a well-developed quantitative aptitude to develop models to analyze financial mattersStrong attention to detail and accuracyAnalytical thinking and problem-solving skillsAbility to work independently and within strict deadlines while managing multiple priorities and open projectsStrong interpersonal, verbal, and written communication skillsStrong integrity and honestyThe position prefers:Experience serving high net worth clientsExperience with tax planning and estate planningThe 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.
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Associate Wealth Advisor
1 week ago
Menlo Park, CA, United States Focus Financial Partners Inc. Full timePosition 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...
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Associate Wealth Advisor
6 days ago
Menlo Park, CA, United States Focus Financial Partners Inc. Full timePosition 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...
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Associate Wealth Advisor
2 weeks ago
Menlo Park, CA, United States Focus Financial Partners Inc. Full timePosition 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...
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Associate Wealth Advisor
7 days ago
Menlo Park, CA, United States Focus Financial Partners Inc. Full timePosition 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...
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Associate Wealth Advisor
2 weeks ago
Menlo Park, CA, United States Focus Financial Partners Inc. Full timePosition 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...
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Senior Wealth Advisor
2 weeks ago
Menlo Park, United States Mariner Full timeJob DescriptionThe senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be...
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Senior Wealth Advisor
1 week ago
Overland Park, United States Mariner Full timeJob Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be...
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Senior Wealth Advisor
7 days ago
Overland Park, KS, United States Mariner Full timeJob Description The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client's goals and values. The successful senior wealth advisor will be an experienced planner, thoughtful listener, have a strong team mentality and be...
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Senior Wealth Advisor
3 weeks ago
Menlo Park, United States Mercer Advisors Inc. Full timeSenior Wealth Advisor - UHNW (Hybrid in SF) Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. By integrating financial planning, investment management, tax, estate, insurance, and more—all managed by a single team—Mercer serves over 31,300 families in more than 90...
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Private Wealth Advisor
3 days ago
Overland Park, United States BOK Financial Full timeReq ID: 76739 Areas of Interest: Business Development; Financial Advisor; Investment Management; Investment Sales; Portfolio Management; Private Wealth Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2025 Recruiter: Emily Headrick FarleyHiring Manager: Victoria UngashickJob Grade: ES4BOK...
