Associate Wealth Advisor
$80k - $85kFocus Financial Partners
Associate Wealth Advisor – Focus Partners Wealth Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning‑centric team dedicated to creating personalized wealth advice for clients. The role works closely with Wealth Advisors to maintain and enhance client relationships and actively participate in the financial planning process. Hybrid Schedule – 3 days in office per week and 2 days remote, or as assigned by team leader. Primary Responsibilities Develop, revise, and present financial plans using planning software. Apply knowledge of tax, estate, insurance, and investment planning. Create holistic investment strategies and monitor risk tolerance. Collaborate with Portfolio Management for portfolio approval, trade recommendations, and tax loss harvesting. Master FPW’s investment philosophy and technology stack, including CRM and custodian websites. Lead client communications, record interactions in the client relationship management platform, and serve as day‑to‑day client contact. Ensure complete client billing reviews and compliance for the advisory team. Support advisory business planning efforts and firm strategic priorities. Meet with clients in person; some travel may be required. Qualifications Bachelor’s degree. Series 65 or equivalent within 120 days of employment. 2+ years of financial services experience. Strong interpersonal skills and team‑oriented approach. Knowledge of financial industry products and planning concepts. Excellent analytical and detail orientation. Clean U‑4 background check. Compensation – Exempt position with annualized base pay range of $80,000–$85,000. Base pay varies by experience, expertise, and location. Total compensation may include annual cash bonus and a comprehensive benefits package. Equal Employment Opportunity – Focus is an Equal Opportunity Employer. All qualified applicants are considered without regard to race, color, religion, sex, national origin, disability, veteran status, or any other protected class. #J-18808-Ljbffr Focus Financial Partners
$86.1k - $107.2k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisorrole is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique...SuggestedWork at officeLocal areaRemote work2 days per weekFocus Financial Partners Inc.
Palo Alto, CA1 day ago$100.8k - $162.4k
...families to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ...like to meet you. Responsibilities Support Wealth Advisor in delivering exceptional services to clients, with the...SuggestedPermanent employmentTemporary workWork at officeFlexible hoursCorient Capital Partners
Menlo Park, CA4 days ago$86.1k - $107.2k
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique...SuggestedWork at officeLocal areaRemote work2 days per week$86.1k - $107.2k
Focus Partners in Palo Alto is seeking an Associate Wealth Advisor to develop and implement personalized financial plans collaboratively with Wealth Advisors. This hybrid role requires maintaining client relationships and involves creating investment strategies while leveraging...Suggested$109.12k - $163.68k
Citigroup Inc. is seeking an Associate Banker SAFE Act LO in Palo Alto, California, to support sales and marketing strategies and foster... ...experience and a Bachelor's degree. Ideal candidates will have prior wealth management experience and relevant financial service...SuggestedFull time$22 per hour
...Excited about our mission of motivating high-performing students Lift up to 25lbs Benefits and Compensation: The Front Desk Associate pay rate for our Mountain View location is $22/hour. Some benefits include: ~ Paid Sick Leave ~401K retirement plan with...Full timePart timeSummer workH1bWork at officeFlexible hoursArt of Problem Solving
Mountain View, CA6 days ago$19.7 per hour
Job Description Job Description Are you a person who enjoys helping others? Are you currently seeking fulfillment in your professional life? Hope Services is Silicon Valley’s leading provider of services to people with developmental disabilities and mental health...Hourly payWork experience placementHope Services
Mountain View, CA10 days ago$170k - $210k
...Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial... ...face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursMercer Advisors
Menlo Park, CA4 days ago- ...Gotta Have Funds is growing and looking for a Junior Financial Advisor to join our team. This is a unique opportunity for a securities... ...to support investment advisory review work Financial services, wealth management, insurance, banking, or client service experience...Work at office10 hours per week
$106k - $150k
...lending to investments, insurance, and wealth planning, the First Citizens Wealth team... ...As needs are identified, Affluent Wealth Advisors work with a team of Wealth experts to deliver... ...program to meet the needs of our associates. More information can be found at #LI...Temporary workLocal areaFirst Citizens Bank
Menlo Park, CA2 days ago$165k - $175k
...Principal Wealth Advisor The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various...Local areaFlexible hoursCerity Partners
Los Altos, CA4 days ago$65k
...Job Description Job Description Live Your Best Life at Lap of Love Veterinary Hospice! Join Lap of Love as an In-Home, Associate Veterinarian in San Jose, CA and surrounding areas. Imagine a veterinary role that honors your time, supports your well-being, and...Full timeTemporary workPart timeFlexible hoursWeekend work2 days per weekLap of Love
Mountain View, CA13 days ago$260k - $390k
...from early startups to mature, publicly traded corporations. Job Description We are seeking mid-to-senior level corporate associates with at least three (3+) years of experience in a sophisticated corporate law practice with a focus on startup, venture capital,...MAP SSG
Mountain View, CA5 hours ago$17.88 - $24.28 per hour
...connections across the entire customer journey. Job Description Schedule: Monday - Friday 9:00am - 6:00pm The Hospitality Associate is responsible for adding value in providing daily back office services for our client and teams. Services include but are not...Hourly payWork at officeMonday to FridayShift workRR Donnelley
Menlo Park, CA6 days ago- Cerity Partners LLC is seeking a Principal Wealth Advisor in Los Altos, CA. This role involves leading client relationships, ensuring high retention, and developing personalized wealth planning strategies. Candidates must have a Bachelor's degree, Series 65, and 7-10+...
- A major financial services provider in Mountain View is seeking a seasoned professional for Wealth Relationship Management. The role involves building relationships with affluent clients by providing holistic financial solutions and anticipating their complex needs. Candidates...
$140k
...Job Description Job Description Live Your Best Life at Lap of Love Veterinary Hospice! Join Lap of Love as an In-Home, Associate Veterinarian in San Jose, CA and surrounding areas. Imagine a veterinary role that honors your time, supports your well-being, and...Full timeTemporary workPart timeFlexible hoursWeekend work2 days per weekLap of Love
Mountain View, CA11 days ago$106k - $150k
First Citizens Bank in Palo Alto seeks an Affluent Wealth Advisor to manage relationships with High Net Worth clients. The advisor will utilize a planning-based approach to understand client needs and deliver tailored financial solutions. Candidates should possess a Bachelor...$24 per hour
...Job Description Job Description Sort Associate Department: Operations Full-Time On Site $24 Hourly Temp-to-hire Shift: 7:30 AM - 4 PM Company Description : DMD Systems Recovery, LLC (DMD) provides IT Asset Disposition solutions adhering to...Hourly payFull timeTemporary workShift workDMD Systems Recovery
Palo Alto, CA8 days ago$170k - $210k
...Job Description Job Description Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families... ...face a unique set of financial advantages and challenges. Regis Wealth Advisors work hand-in-hand with these clients to help them make...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursMercer Advisors
Menlo Park, CA2 days ago- A leading financial services firm in Palo Alto is seeking a dedicated Private Client Advisor to provide personalized investment solutions and comprehensive financial planning. The ideal candidate will have a minimum of 2 years in a financial advisory role, demonstrating...
- Cerity Partners in Los Altos, California is seeking a Principal Wealth Advisor to ensure high client retention and develop personalized wealth planning strategies. This role is pivotal for onboarding new clients and leading meetings while collaborating across departments...
- ...follows its regional policies and procedures. It is designed to provide advanced training and additional clinical supervision to Associate Marriage & Family Therapists, Associate Clinical Social Workers and Associate Professional Clinical Counselors (AMFT/ACSW/APCC) who...Hourly payTemporary workInternshipLocal area
Kaiser Permanente
Mountain View, CA5 hours ago $260k - $365k
...Mid-Level Products Liability Litigation Associate Industry Attorneys Salary $260,000 - $365,000 Date Opened 06/06/2025 Job Type Full time Work Experience 3-5 years City San Diego State/Province California Country United States Zip/Postal Code...Full timeWork experience placementFlexible hoursAdvocates Legal Recruiting
Palo Alto, CA4 days ago$20 - $22.5 per hour
...Welcome Center Associate The Welcome Center Associate is responsible for providing prompt, courteous and accurate service to the public, members and YMCA employees over the phone and in person. This includes providing information and enrolling individuals in youth development...Work experience placementShift workAfternoon shiftYMCA of Silicon Valley
Palo Alto, CA4 days ago$90k - $100k
...aspect of life. Together, we can make a lasting impact in the Bay Area and beyond. Position Summary The Spiritual Formation Associate is a key member of the Central Spiritual Formation Team, serving as the primary support and second-chair leader to the Pastor of...Work experience placementLive outWork at officeLocal areaFlexible hoursAfternoon shiftMenlo Church
Menlo Park, CA1 day ago$260k - $365k
...Complex Litigation Associate Litigate Big. Stay Human. | Complex Litigation Associate | Palo Alto | 3–5 Years' Experience You didn't grind through law school and BigLaw to push paper. You're here to do great things, and our AmLaw 100 client is here to help you achieve...Advocates Legal Recruiting
Palo Alto, CA4 days ago$30 per hour
...two-way street where together we are better when each member of the team is both motivated and enabled to continually excel. Field Associate’s KPIs cover the following areas of performance linked to exceptional attention and commitment to methodology when collecting and...Temporary workInternshipImmediate startCETEC Foray, LLC
Mountain View, CA29 days ago$130k - $170k
...from around the world collaborate with senior leadership and advisors, blending industry expertise with academic innovation. About... ...You Are GondolaBio’s Asset Acquisition team is seeking an Associate to help us define our new programs. We are looking for ambitious...Flexible hoursGondolaBio Service Co, Inc.
Palo Alto, CA5 days ago- ...Mid-Level IP Litigation Associate – Copyright Focus Our AmLaw 100 client is seeking a mid-level litigation associate (3–4 years) to join its nationally ranked copyright practice. Recognized by Chambers and other leading directories for IP litigation, this group handles...Work at office
Advocates Legal Recruiting
Palo Alto, CA4 days ago
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