Focus Partners Wealth

HQ
Saint Louis
1,237 Total Employees

Focus Partners Wealth Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers supplemental life insurance

Offers disability insurance

Offers charitable contribution matching

Offers accidental death & dismemberment insurance

Offers dental insurance

Offers health insurance

Offers Health Savings Account (HSA)

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers dependent care

Provides family medical leave

Offers generous parental leave

Offers performance bonuses

Company Culture

Provides commuter benefits

Offers a remote work program

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid sick days

Provides military leave

Provides paid holidays

Provides bereavement leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

16 Hours AgoSaved
In-Office
Chicago, IL, USA
Business Intelligence • Financial Services
Support the Wealth Management Team by preparing and reviewing subscription documents, managing KYC/AML requirements, onboarding alternative investments, tracking deadlines and capital activity, reconciling transactions, maintaining client records and CRM, assisting audits, and improving operational processes and reporting.
Business Intelligence • Financial Services
The Performance Marketing Manager executes and optimizes paid digital acquisition campaigns, manages budgets, collaborates with agencies, and monitors campaign performance to generate investor leads.
18 Hours AgoSaved
In-Office
Irvine, CA, USA
Business Intelligence • Financial Services
Support Wealth Advisors by creating and presenting financial plans, implementing retirement, tax, estate, risk, and investment strategies, managing client communications, executing trades with the portfolio team, maintaining CRM records, and participating in advisory team planning and compliance tasks.