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

3 Days AgoSaved
In-Office
San Francisco, CA, USA
Business Intelligence • Financial Services
The Associate Wealth Advisor collaborates with advisors to manage client relationships, assist in financial planning, and coordinate investment strategies.
6 Days AgoSaved
In-Office or Remote
St Louis, MO, USA
Business Intelligence • Financial Services
Guide new Focus Partners Wealth offices through onboarding and advisor training, act as primary liaison for advisor issues, drive adoption of best practices and technology, coach advisors to grow AUM, manage integration tasks in Teamwork, document activity in Salesforce, and support client transitions to CPM and MoneyGuideElite.
9 Days AgoSaved
In-Office
Kirkland, WA, USA
Business Intelligence • Financial Services
Support wealth advisors by drafting financial plans, preparing for meetings, managing client communications, maintaining CRM notes and billing reviews, coordinating service requests, and developing core financial planning skills within a hybrid team environment.