Teams at Focus Financial Partners

Support Wealth Advisors by developing and presenting financial plans, implementing retirement/tax/estate/investment strategies, managing client communications, executing trades with the Portfolio Management team, and maintaining accurate CRM records. Hybrid role with some in-person client meetings and occasional travel.

Support Wealth Advisors in creating and implementing personalized financial plans across retirement, tax, estate, risk, and investment planning. Prepare and present plans using planning software, collaborate on portfolio management and trading execution, manage client communications and CRM records, perform billing reviews, and participate in team business planning. Hybrid role with some in-person client meetings and occasional travel.

Support Wealth Advisors by creating and presenting financial plans, implementing retirement, tax, estate, insurance, and investment strategies, executing trades and tax-loss harvesting with Portfolio Management, maintaining CRM records, leading client communications, handling billing reviews, and contributing to team business planning. Hybrid role with some in-person meetings and occasional travel.