Teams at Focus Partners Wealth

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

Partner with Wealth Advisors to create and present holistic financial plans, develop recommendations for retirement, tax, estate, and investment strategies, manage client relationships and prospect pipeline, support portfolio implementation and trading activities, lead client communications, and contribute to advisory team business planning and compliance.

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