Wealth Planning Associate
Listed on 2026-10-07
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
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.
We are seeking a motivated Wealth Planning Associate to join LE0123 Focus Partners Wealth LLC in Santa Monica, CA, United States.
All applications are reviewed carefully by our team.
The position is based in Santa Monica, CA, United States.
This opportunity is part of our work in Finance, Sales.
The advertised compensation is 85.000 - 95.000.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).