Associate Wealth Advisor
Company: Colony Capital
Location: Menlo Park
Posted on: December 1, 2025
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Job Description:
Focus Partners Wealth seeks a motivated and qualified individual
for the position of Associate Wealth Advisor. The Associate Wealth
Advisor is an integral member of the client service team, working
closely with the senior professionals of the firm to deliver
exceptional advice and service to clients. The associate wealth
advisor will support the firm’s Wealth Advisors and Lead Wealth
Advisors by providing valuable information such as income tax
planning and projections, investment evaluations and
recommendations, financial analyses, income tax planning and
projections, investment portfolio construction, estate planning,
and various other research projects. Primary Responsibilities
Prepare agendas, reports, and analyses for client meetings Play a
key role in the ongoing maintenance of the firm’s portfolio
accounting and performance reporting system Assist in the execution
of client recommendations Run financial projections for clients
using sophisticated Excel models Assist advisors in evaluating
various financial decisions and strategies for clients by
conducting research and complex financial analyses on a wide range
of investment, tax, estate and financial planning topics Perform
general research in areas of investments, income tax planning,
estate planning, impact of recent regulations, and financial
markets. Manage workflow and prioritize projects Participate on
committees. Qualifications Bachelor’s degree in
finance/accounting/economics from a premier University with strong
academic achievement 3 years experience in either financial
planning or advisory related services CFP®, CPA or CFA® designation
preferred, or working toward achieving Strong PC skills with
proficiency in Excel and a well-developed quantitative aptitude to
develop models to analyze financial matters Strong attention to
detail and accuracy Analytical thinking and problem-solving skills
Ability to work independently and within strict deadlines while
managing multiple priorities and open projects Strong
interpersonal, verbal, and written communication skills Strong
integrity and honesty The position prefers Experience serving high
net worth clients; and Experience with tax planning and estate
planning The annualized base pay range for this role is expected to
be between $125,000 - $130,000. Actual base pay could vary based on
factors including but not limited to experience, subject matter
expertise, geographic location where work will be performed, and
the applicants skill set. The base pay is just one component of the
total compensation package for employees. Other rewards may include
an annual cash bonus and a comprehensive benefits package. Focus is
a leading partnership of fiduciary wealth management and related
financial services firms. Focus provides access to best practices,
greater resources, and continuity planning for its affiliated
advisory firms, which serve individuals, families, employers, and
institutions with comprehensive financial services. Focus firms and
their clients benefit from the solutions, synergies, scale,
economics, and best practices offered by Focus to achieve their
business objectives.
Keywords: Colony Capital, San Francisco , Associate Wealth Advisor, Accounting, Auditing , Menlo Park, California
