Teams at Focus Partners Wealth

Support Wealth Advisors by developing and presenting financial plans, executing investment and tax strategies, managing client communications, recording client activity in CRM, and collaborating with portfolio management to approve trades and tax-loss harvesting. Participate in advisory business planning and ensure compliance and billing reviews. Hybrid role requiring some in-person client meetings.

Support Wealth Advisors by creating and presenting financial plans, implementing retirement, tax, estate, insurance, and investment strategies, monitoring portfolios and risk, executing trades with the portfolio team, managing client communications and CRM records, handling billing and compliance, and contributing to firm business planning. Some in-person meetings and travel required.

Support Wealth Advisors by developing and presenting financial plans, implementing retirement, tax, estate, insurance, and investment strategies, and executing trades with the Portfolio Management team. Maintain client relationships, lead client communications, record interactions in the CRM, complete billing reviews, and collaborate on business planning. Master planning software, CRM and custodian platforms. Hybrid role requiring in-office attendance and some client travel.