Teams at Focus Financial Partners

Supports wealth advisors by assessing client finances, developing and implementing financial plans, preparing client meetings, onboarding new clients, processing rollovers and account transfers, monitoring account execution, and providing ongoing client service. The role also coordinates with custodians and vendors, supports business development, prepares reports, and ensures compliance with firm procedures. It requires a finance-related bachelor's degree, relevant experience, CFP or Series 65 certification, strong communication, organization, and client-service skills.

Supports investment management operations and client service, including account onboarding, documentation, asset and fund movement, client and custodian coordination, reconciliations, reporting, compliance support, workflow improvements, systems implementation, and special projects. The role requires strong attention to detail, analytical ability, communication skills, and collaboration with clients, senior management, and internal teams.

Provides portfolio trading operations support by maintaining client accounts in Tamarac, preparing and executing trade orders, reconciling trades across custodians, and resolving discrepancies. Supports the Investment Committee and Chief Investment Officer through investment research, reporting, presentations, and administrative assistance. Collaborates with asset management, financial planning, and investment teams while assisting with compliance, process improvements, and special projects.