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Wealth Planning Associate: Client-Focused Advisor
Job in
Walnut Creek, Contra Costa County, California, 94598, USA
Listed on 2026-07-31
Listing for:
Socket.dev
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management, Financial Services
Job Description & How to Apply Below
Focus Partners Wealth, a planning‑centric wealth management team, seeks an Associate Wealth Advisor to support retirement, risk, tax, estate, and investment planning for clients in California. The role partners with seasoned Advisors to enhance relationships and deliver holistic strategies.
A Series 65 and CFP or equivalents are preferred; 4+ years in financial services is expected. Base pay ranges from $110,000 to $125,000 annually, with bonus potential and a robust benefits package including
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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