Teams at Focus Financial Partners

Support Wealth Advisors by developing and presenting financial plans, implementing retirement, tax, estate, risk, and investment strategies, executing trades and tax-loss harvesting with Portfolio Management, managing client communications and CRM records, performing billing reviews, and participating in team business planning. Hybrid role with some in-person client meetings and occasional travel.

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

Support Wealth Advisors by creating and presenting financial plans, implementing retirement, tax, estate, insurance, and investment strategies, monitoring portfolios, documenting client interactions, executing trades with Portfolio Management, handling billing and compliance, and serving as a day-to-day client contact while mastering firm technology and investment philosophy.