Wealth Planning Associate
Job in
Santa Monica, Los Angeles County, California, 90403, USA
Listed on 2026-08-29
Listing for:
LE0123 Focus Partners Wealth LLC
Full Time
position Listed on 2026-08-29
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Job Description & How to Apply Below
Focus Partners is seeking an Associate Wealth Advisor to join a planning-centric team delivering personalized wealth advice aligned with client goals. You will partner with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process.
The role supports a hybrid work schedule with 3 days in office per week and up to 2 remote days, or as assigned by the team leader. Travel may be required for client meetings.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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