Wealth Planning Associate
Remote / Online - Candidates ideally in
Palo Alto, Santa Clara County, California, 94306, USA
Listed on 2026-02-28
Palo Alto, Santa Clara County, California, 94306, USA
Listing for:
Focus Partners Wealth
Full Time, Remote/Work from Home
position Listed on 2026-02-28
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Services, Financial Analyst
Job Description & How to Apply Below
A financial advisory firm is looking for an Associate Wealth Advisor to enhance client relationships through strategic financial planning. This role involves developing and presenting personalized financial plans while collaborating with other advisors. The ideal candidate should have a bachelor’s degree, relevant certifications, and at least 4 years of experience in financial services. The company offers a hybrid work model requiring 3 days in-office work per week.
Competitive salary ranging from $60,000 to $125,000 annually, along with other benefits.
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Position Requirements
10+ Years
work experience
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