About this role
Senior Associate Wealth Advisor at Focus Partners Wealth. 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, strong financial analysis and planning skills, client communication and business development experience. Category: Finance and Accounting Seniority: Senior Level Tools: planning software, CRM system, custodian websites Certifications: cfp, chfc, cpa, pfs Commitment: Full Time Workplace: Hybrid Languages: English