Focus Partners Wealth at a glance
Focus Partners Wealth
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.
This role is based in San Francisco, CA
Primary 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. Some travel may be 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. 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.
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. To learn more about Focus Partners Wealth, visit focuspartners.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. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For California Applicants: Information on your California privacy rights can be found here
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
To apply for this job please visit job-boards.greenhouse.io.
Explore Focus Partners Wealth online
What people say about Focus Partners Wealth
- Why I Am Creating TCombinator
- Billionaires should face a minimum tax rate, report says
- Global Tax Evasion Report 2024 [pdf]
- Ask HN: Who is hiring? (August 2022)
Recent news
- Focus Partners Wealth Review 2026 - WSJ
- Focus Partners Wealth To Acquire EverNest Financial Advisors - Pulse 2.0
- Kovitz veteran steps into CIO role after Focus Partners Wealth integration - InvestmentNews
- Big Pittsburgh money manager rebrands after merger - The Business Journals
- Focus Partners Australia appoints head of wealth advisory - Financial Standard
Aggregated from public discussions and news; opinions are the authors’ own.
Working in San Francisco, California
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San Francisco, officially the City and County of San Francisco, is the fourth-most populous city in California and the 17th-most populous in the United States, with a population of 826,079 in 2025. Among U.S. cities with a population of 200,000 or more, San Francisco is ranked first by per capita income, second by population density, and sixth by aggregate income as of 2024. Some 4.6 million residents live in the city's metropolitan statistical area, which is the 13th-largest in the United States. Around 9.2 million live in the San Jose–San Francisco–Oakland combined statistical area, the fift
California is a U.S. state in the Western United States that lies on the Pacific Coast. It borders Oregon to the north, and Nevada and Arizona to the east; it also shares an international border with the Mexican state of Baja California to the south. With over 39 million residents across an area of 163,696 square miles (423,970 km2), it is the largest U.S. state by population and third-largest by
🇨🇦 Relocation safety for Canada: Very Safe — via Warnely, CC BY 4.0
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Market context
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Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.
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