Advisory Team Associate

Position Summary 

Focus Partners Wealth is seeking a Advisory Team Associate. The Advisory Team Associate role is an exciting opportunity to join a planning-centric team dedicated to delivering personalized wealth advice aligned with each client’s unique goals and aspirations. This role plays a key part in supporting the overall advisory experience, partnering closely with Wealth Advisors, Associate Wealth Advisors, and fellow team members. Advisory Team Associates gain meaningful hands-on experience and build a strong foundation in core financial planning skills within a collaborative, client-focused environment.

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader.

Primary Responsibilities

• Draft financial plans for review through planning software
• Basic understanding of the core tenants to financial planning
• Assist advisory team in meeting preparation and client communications
• Resource and collaboration with other Advisory Team Associates (ATAs)
• Mastery of technology stack including custodian websites
• Ability to document notes and assign responsibilities as needed within the CRM system
• Basic understanding of portfolio components
• Complete billing review quarterly and maintain compliance with standards
• Coordinate with the client service team on service requests
• Support cross-functional projects that contribute to firm-wide initiatives
• Develop core financial planning skills
• Support the advisory experience

Qualifications

• Bachelor’s Degree
• Pursuit or completion of a Financial Planning program is a plus
• Excellent analytical skills and attention to detail
• Strong interpersonal communication skills
• Team-orientated approach
• Knowledge of financial industry, financial products, and financial planning concepts
• Clean U4

The annualized base pay range for this role is expected to be between $70,000 - 75,000.  Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.  The base pay is just one component of the total compensation package for employees.  Other rewards may include an annual cash bonus and a comprehensive benefits package. 

#LI-KP1

Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit www.focusfinancialpartners.com.

The following language is for US based roles only

For California Applicants: Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. 

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability. 

For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.