Focus Financial Partners · 2 days ago
Senior Associate, Client Advisor
Los Angeles, CA
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $115K/yr
4+ years expFocus Financial Partners is a leading financial services firm that provides integrated wealth management and family office services. They are seeking a Senior Associate, Client Advisor to support senior advisors in managing relationships with ultra-high-net-worth clients and to assist in delivering comprehensive financial guidance across various areas of client wealth.
Asset ManagementFinanceFinancial ServicesWealth Management
Responsibilities
Serve as a key member of client service teams, supporting senior advisors in managing relationships with ultra-high-net-worth clients
Collaborate with internal and external specialists (e.g., investments, tax, estate, insurance) to identify, coordinate and implement client strategies that are aligned with the client’s goals
Conduct financial analyses and prepare customized reporting packages, including cash flow projections, estate summaries and flow charts, gift ledgers and strategies, insurance reviews and tax analysis
Assist with the development of client presentation materials and participate in client meetings when appropriate
Facilitate new client onboarding, including coordination of account openings, asset transfers, and custodian integrations
Execute client-directed transactions, including liquidity planning, gifting strategies, and large cash movements, while ensuring accuracy and adherence to compliance procedures
Maintain accurate and up-to-date client records, documentation, and reporting within CRM and portfolio systems
Support the preparation of proposals and investment materials for prospects and existing clients
Identify process improvement opportunities and contribute to firmwide initiatives that enhance client service, reporting, and operational efficiency
Qualification
Required
Bachelor's degree required; concentration in Finance, Accounting, Economics, or a related field strongly preferred
4–5+ years of relevant experience in wealth management, investment advisory, family office, or private banking serving UHNW clients
Strong understanding of financial markets, portfolio construction, and the unique needs of ultra-high-net-worth families
Prior experience working with custodians such as Fidelity, Schwab, or Pershing
Excellent organizational and communication skills; ability to present complex information clearly and professionally
Detail-oriented and solutions-driven, with a high standard of client service and discretion
Ability to thrive in a collaborative, high-performing team environment and take initiative with minimal supervision
Preferred
CFP® or Masters in Financial Planning strongly preferred
Familiarity with investment platforms and financial planning software (e.g., Addepar, Black Diamond, Salesforce, Morningstar, Excel modeling)
Benefits
Meaningful annual cash opportunity
Comprehensive benefits package
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Travis Danysh
Chief Corporate Development Officer
Recent News
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