Jobs at Focus Partners Wealth

Partner with Wealth Advisors to create and present comprehensive financial plans, develop investment strategies, manage client relationships, execute trades and tax-loss harvesting, lead client communications, perform billing reviews, and support business development and firm initiatives.

Support Wealth Advisors by developing and presenting financial plans, implementing retirement, tax, estate, insurance, and investment strategies, executing trades and tax-loss harvesting with portfolio team, managing client communications and CRM records, and leading select client relationships and business development activities.

The Research Analyst will source and evaluate investment managers, conduct research to support investment decision-making, and produce reports on portfolio performance and risks.

Lead and partner with regional Wealth Advisors to implement business plans, track goals/OKRs, manage budgets, drive regional growth, coach advisors, support transitions and succession planning, enforce compliance, and align advisory teams with firm strategy to achieve net organic growth and team effectiveness. Travel ~25%.

Senior leader responsible for driving advisor performance, business growth, and organizational effectiveness. Partners with Division President on strategy and execution, leads strategic projects, oversees capacity planning and budgets, leverages analytics for decision-making, supports onboarding and succession planning, and fosters leadership, culture, and advisor development across the division.

Lead and develop Associate Wealth Advisors by coaching, hiring, and managing performance. Drive business plans, service harmonization, operational projects, and compliance. Partner with firm leadership to provide tools, resources, and training, promote client experience standards, and serve as a change-management communicator. Travel approximately 25%.

Manage onboarding and integration of acquired wealth management offices, coordinate custodial transitions, provide training and operational support, serve as escalation point, ensure timely reporting and documentation, and collaborate with cross-functional teams to ensure seamless transitions and client retention.

Support Wealth Advisors by developing and presenting financial plans, implementing retirement/tax/estate/investment strategies, executing trades with Portfolio Management, managing client communications and CRM records, performing billing reviews, and contributing to firm strategy. Hybrid role with some in-person client meetings and occasional travel.

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.

Partner with Wealth Advisors to create and present comprehensive financial plans covering retirement, tax, estate, insurance, and investments. Monitor client portfolios, collaborate with portfolio management on trades and tax loss harvesting, maintain CRM records, lead client communications, support billing and compliance, contribute to business planning, and develop client relationships and advanced planning recommendations.

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 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.

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

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.

Partner with Wealth Advisors to create and implement holistic financial plans covering retirement, tax, estate, insurance, and investments. Prepare and present plans using planning software, collaborate with portfolio management on trades and tax loss harvesting, manage client communications and CRM records, perform billing reviews, and support advisory team business planning. Must be able to meet clients in person and work a hybrid schedule.

Support onboarding and system integrations for acquired offices by analyzing, reconciling, validating, and reporting account, performance, and billing data. Coordinate integration activities, track milestones, prepare status reports, identify and escalate data issues, assist with training and documentation, and maintain knowledge of systems and custodial processes to ensure accurate conversions.

Lead a wealth management operations team delivering investment accounting, transaction processing, portfolio recordkeeping, and client reporting. Drive process improvements, enforce data integrity and controls, manage cross-functional initiatives with Client Service, Trading, Advisory, and Technology, and support audits and regulatory adherence while coaching and developing a high-performing operations team.

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.

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.

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