About this role
Senior Associate Wealth Advisor at Focus Financial Partners. Location: Menlo Park, California, United States. Role: creating plans, leading recommendations, managing pipeline Requirements: Bachelor's degree, 5+ years financial services experience, CFP or equivalent (ChFC or CPA + PFS) required, clean U4, strong financial planning, analysis, communication, and business development skills. Category: Finance and Accounting Seniority: Senior Level Tools: CRM Certifications: cfp, chfc, cpa, pfs, clean u4 Commitment: Full Time Workplace: Hybrid Languages: English