Teams at Focus Partners Wealth

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.