Jobs at Focus Partners Wealth

Support Wealth Advisors by developing and presenting financial plans, executing investment strategies, monitoring risk tolerance, coordinating trades and tax-loss harvesting, managing client communications and CRM records, handling billing and compliance, and contributing to advisory team 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 with Portfolio Management, managing client communications and CRM records, handling billing and compliance, and participating in firm business planning. Hybrid role with some in-person client meetings and occasional travel.

Support Wealth Advisors by developing and presenting financial plans and implementing retirement, tax, estate, insurance, and investment strategies. Monitor portfolios, partner with Portfolio Management on trades and tax loss harvesting, manage client communications and CRM records, complete billing and compliance reviews, and contribute to team business planning. Hybrid role with occasional client travel.

The Performance Marketing Manager executes and optimizes paid digital acquisition campaigns, manages budgets, collaborates with agencies, and monitors campaign performance to generate investor leads.

The Associate Wealth Advisor collaborates with Wealth Advisors to create financial plans, enhance client relationships, and implement investment strategies.

Support Wealth Advisors by developing and presenting financial plans, implementing retirement, tax, estate, risk, and investment strategies, monitoring portfolios, executing trades 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.

The Associate Wealth Advisor collaborates with a team to manage client relationships, create financial plans, and address investment strategies while ensuring service quality.

Partner with Wealth Advisors to develop and implement holistic financial plans (retirement, tax, estate, insurance, investments). Manage client communications, execute portfolio actions with the Portfolio Management team, maintain CRM records, perform billing reviews, and support firm strategy. Hybrid role with some in-person client meetings and occasional travel.

Partner with Business Development Officers, Financial Consultants, and Advisor Teams to manage and improve the referral-to-onboarding process. Collect client information, execute onboarding documents, ensure timely handoffs in Salesforce, maintain pipeline communication, and continuously refine onboarding workflows to preserve client satisfaction and stakeholder trust.

The Associate Wealth Advisor collaborates with Wealth Advisors to create personalized wealth strategies, manage client relationships, and ensure compliance with financial planning processes.

Manage advisor onboarding and transitions to FPAS, improve processes, coach and support advisors and internal teams, document activities, drive client retention and AUA growth, and travel for client events (≈30%).

The Wealth Advisor leads client financial planning, ensures optimal client service, engages in business development, and manages a team of advisors.

The Associate Wealth Advisor works closely with Wealth Advisors to create personalized financial plans, enhance client relationships, and manage investment strategies, focusing on retirement, tax, and estate planning.

Partner with Wealth Advisors to develop and present comprehensive financial plans, implement retirement, tax, estate, insurance, and investment strategies, manage client relationships, execute portfolio trades and tax loss harvesting, maintain CRM records, support billing and compliance, and lead select client engagements and business development efforts.

The Workplace Services Specialist manages service desk operations, supports administrative projects, and improves operational processes through documentation and reporting.

Partner with Wealth Advisors to create and present comprehensive financial plans, develop advanced planning recommendations, manage client relationships and prospect pipelines, execute investment and tax strategies, support trading and portfolio actions, handle client communications and billing, and contribute to team business planning.

The Associate Wealth Advisor will assist Wealth Advisors with client financial planning, develop investment strategies, and enhance client relationships.

The Associate Wealth Advisor supports Wealth Advisors in developing financial plans, client communications, and investment strategies, ensuring high client service and compliance.

The Operations Specialist assists advisors in servicing client accounts, handling tasks like account management, fund transfers, and coordinating with custodian partners.

Partner with Wealth Advisors to create and present holistic financial plans covering retirement, tax, estate, insurance, and investment strategies. Monitor portfolios, support trading and tax-loss harvesting, manage client communications and CRM records, handle billing and compliance reviews, and contribute to business development and firm strategy. Lead select client relationships and develop planning recommendations while mastering the firms technology and investment philosophy.