Associate Wealth Advisor
FocuspartnerswealthRole Overview
Focuspartnerswealth is hiring a entry-level Associate Wealth Advisor. This is a full-time role in San Francisco. Part of Focuspartnerswealth's Risk hiring. The posted range is $83k to $88k. Full responsibilities, required qualifications, and the apply link are listed in the description below.
Salary Context
This role offers $83k-$88k. The median for Junior-level Risk roles is $75k-$95k (based on 36 listings). Near median.
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Job description
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.
About Focuspartnerswealth
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Frequently Asked Questions
How do I apply for the Associate Wealth Advisor position at Focuspartnerswealth?
Use the Apply button above to submit your application directly to Focuspartnerswealth. Most applications take less than 5 minutes if your resume and contact details are ready, and you'll be routed to the employer's official application system to finish.
Where is the Associate Wealth Advisor position at Focuspartnerswealth located?
This position is based in San Francisco. Focuspartnerswealth has not indicated remote or hybrid options for this role, so candidates should plan for on-site work.
How much does the Associate Wealth Advisor role at Focuspartnerswealth pay?
Focuspartnerswealth has posted a compensation range of $83k to $88k for this position. Final offers typically vary based on candidate experience, location, and internal salary bands.
When was the Associate Wealth Advisor role at Focuspartnerswealth posted?
This role was posted on May 20, 2026 (50 days ago). It's still listed as actively hiring; we re-confirm openings against the source system multiple times per day and remove closed roles.
Is the Associate Wealth Advisor role at Focuspartnerswealth entry-level?
Yes. This is an entry-level position. Strong candidates typically have 0-2 years of relevant work experience, internships, or significant project work. Read the full description for any specific qualification requirements Focuspartnerswealth has listed.
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