{"jobs":[{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5978884004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5145757004,"location":{"name":"Nashville, TN"},"metadata":null,"id":5978884004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"667","title":"Associate Wealth Advisor","company_name":"Focus Partners Wealth","first_published":"2026-04-22T12:02:30-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Resource for other AWAs at Focus Partners Wealth.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Creates a personalized Investment Policy Statement and holistic investment strategy for each client.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve \u0026amp;amp; execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Determine asset allocation based on clients’ needs, willingness \u0026amp;amp; ability to take risk.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Engages in business planning efforts and actively supports the firm’s strategic priorities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to meet with clients in person. Some travel may be required.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor\u0026#39;s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;2+ years financial planning experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Series 65\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal communication skills; team-orientated approach\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position.\u0026amp;nbsp;This 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-CB1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066854004,"name":"Nashville, TN","location":"Nashville, Tennessee, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5979920004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5146250004,"location":{"name":"Menlo Park, CA or Palo Alto, CA "},"metadata":null,"id":5979920004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"673","title":"Associate Wealth Advisor","company_name":"Focus Partners Wealth","first_published":"2026-04-23T09:24:55-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $93,800 - $107,200 per year.\u0026amp;nbsp; 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066940004,"name":"Menlo Park, CA","location":"California, United States","child_ids":[],"parent_id":null},{"id":4087270004,"name":"Palo Alto, CA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5979953004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5146265004,"location":{"name":"Santa Rosa, CA"},"metadata":null,"id":5979953004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"674","title":"Associate Wealth Advisor","company_name":"Focus Partners Wealth","first_published":"2026-04-23T09:37:49-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team. The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $90,000 - $110,000/year.\u0026amp;nbsp; 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4096716004,"name":"Santa Rosa, CA","location":"Santa Rosa, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5989150004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5150823004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":5989150004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"715","title":"Associate Wealth Advisor","company_name":"Focus Partners Wealth","first_published":"2026-05-05T18:04:20-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000 per year base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5593282004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4955617004,"location":{"name":"San Francisco, CA"},"metadata":null,"id":5593282004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"179","title":"Associate Wealth Advisor","company_name":"Focus Partners Wealth","first_published":"2025-07-21T20:47:59-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 24pt;\u0026quot;\u0026gt;Associate Wealth Advisor\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 14pt;\u0026quot;\u0026gt;San Francisco, CA\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 14pt;\u0026quot;\u0026gt;Position Summary\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exciting opportunity to collaborate with a planning-centric team of advisors to design, build, and protect the financial dreams of clients. This individual will partner with a Wealth Advisor to care for client relationships by actively participating in the financial planning process to address retirement, risk management, estate, and tax considerations. In addition, this individual will be responsible for managing the database of client information and requests, a resource to articulate our investment philosophy, and organizer of best practices.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This role is based in San Francisco, CA\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 14pt;\u0026quot;\u0026gt;Primary Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partner Wealth’s evidence-based investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource for other AWAs at Focus Partners Wealth\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create, edit, and present financial plans through Money Guide Elite, Orion, and Holistiplan\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Creates a personalized Investment Policy Statement and holistic investment strategy for each client\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve \u0026amp;amp; execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Determine asset allocation based on clients’ needs, willingness \u0026amp;amp; ability to take risk\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serves as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Assist with client billing reviews and collaborate with the billing department to ensure fees are collected in a timely manner\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engages in business planning efforts and actively supports the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 14pt;\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor\u0026#39;s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years financial planning experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal communication skills; team-orientated approach\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The annualized base pay range for this role is expected to be between $83,000 - $88,000. \u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066951004,"name":"San Francisco, CA","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5806188004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5053204004,"location":{"name":"Needham, MA"},"metadata":null,"id":5806188004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"529","title":"Associate Wealth Advisor","company_name":"Focus Partners Wealth","first_published":"2026-02-17T14:28:55-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $60,000 - $125,000/year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CH1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066941004,"name":"Needham, MA","location":"Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5806185004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5053200004,"location":{"name":"Boston, MA"},"metadata":null,"id":5806185004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"528","title":"Associate Wealth Advisor","company_name":"Focus Partners Wealth","first_published":"2026-02-17T14:29:39-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $60,000 - $125,000/year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CH1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5994879004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5153937004,"location":{"name":"Portland, OR"},"metadata":null,"id":5994879004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"735","title":"Associate Wealth Advisor","company_name":"Focus Partners Wealth","first_published":"2026-05-12T16:59:41-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $85,000 - $105,000 per year base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066952004,"name":"Portland, OR","location":"Portland, Oregon, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/6015730004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5163099004,"location":{"name":"Denver, CO"},"metadata":null,"id":6015730004,"updated_at":"2026-06-05T17:28:57-04:00","requisition_id":"KIG26-New 24","title":"Associate Wealth Advisor","company_name":"Focus Partners Wealth","first_published":"2026-06-05T17:28:40-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to create and deliver tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify advanced planning opportunities and develop internal best practices\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Create a holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Independently interact and communicate with clients through emails, calls, and client presentations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to business develop in a team environment.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead a select number of client relationships\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead the development of financial planning recommendations to clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;4+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;CFP® or equivalent (ChFC or CPA + PFS) preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven experience in financial analysis, modeling, and strategic planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of investment strategies, risk management, tax planning, and estate planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proficiency in financial software and tools for modeling and analysis, as well as CRM tools\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $8\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;0,000 - $92,000\u0026lt;/span\u0026gt;/year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CH1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4081723004,"name":"Denver, CO","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5838376004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5069240004,"location":{"name":"Palo Alto, CA or Walnut Creek, CA"},"metadata":null,"id":5838376004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"622","title":"Associate Wealth Advisor","company_name":"Focus Partners Wealth","first_published":"2026-03-26T15:28:18-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $86,100 - $107,200 per year.\u0026amp;nbsp; 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066940004,"name":"Menlo Park, CA","location":"California, United States","child_ids":[],"parent_id":null},{"id":4087270004,"name":"Palo Alto, CA","location":null,"child_ids":[],"parent_id":null},{"id":4087271004,"name":"Walnut Creek, CA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5972991004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5143820004,"location":{"name":"Boston, MA"},"metadata":null,"id":5972991004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"649","title":"Associate Wealth Advisor","company_name":"Focus Partners Wealth","first_published":"2026-04-16T17:29:58-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to create and deliver tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify advanced planning opportunities and develop internal best practices\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Create a holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Independently interact and communicate with clients through emails, calls, and client presentations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to business develop in a team environment.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead a select number of client relationships\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead the development of financial planning recommendations to clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;4+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;CFP® or equivalent (ChFC or CPA + PFS) preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven experience in financial analysis, modeling, and strategic planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of investment strategies, risk management, tax planning, and estate planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proficiency in financial software and tools for modeling and analysis, as well as CRM tools\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;60,000 - $125,000\u0026lt;/span\u0026gt;/year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CH1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066947004,"name":"Hingham, MA","location":"Hingham, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5789391004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5045003004,"location":{"name":" Bourbonnais, IL"},"metadata":null,"id":5789391004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"493","title":"Associate Wealth Advisor","company_name":"Focus Partners Wealth","first_published":"2026-02-02T12:20:46-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $72,800 - $75,000/year base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KP1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4087940004,"name":" Bourbonnais, IL","location":"Bourbonnais, Illinois, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5989566004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5151209004,"location":{"name":"Southfield, MI"},"metadata":null,"id":5989566004,"updated_at":"2026-05-27T09:20:37-04:00","requisition_id":"718","title":"Associate Wealth Advisor","company_name":"Focus Partners Wealth","first_published":"2026-05-06T14:01:35-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to create and deliver tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify advanced planning opportunities and develop internal best practices\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Create a holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Independently interact and communicate with clients through emails, calls, and client presentations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to business develop in a team environment.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead a select number of client relationships\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead the development of financial planning recommendations to clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;4+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;CFP® or equivalent (ChFC or CPA + PFS) preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven experience in financial analysis, modeling, and strategic planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of investment strategies, risk management, tax planning, and estate planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proficiency in financial software and tools for modeling and analysis, as well as CRM tools\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $80,000 - 92,000/year.\u0026amp;nbsp; 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CB1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4099504004,"name":"Southfield, MI","location":"Southfield, Michigan, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5988091004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5150158004,"location":{"name":"Bethesda, MD"},"metadata":null,"id":5988091004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"710","title":"Associate Wealth Advisor ","company_name":"Focus Partners Wealth","first_published":"2026-05-04T17:50:27-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $80,000/year. 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CH1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066948004,"name":"Bethesda, MD","location":"Bethesda, Maryland, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5735865004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5019145004,"location":{"name":"Needham, MA"},"metadata":null,"id":5735865004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"389","title":"Associate Wealth Advisor ","company_name":"Focus Partners Wealth","first_published":"2025-12-12T10:59:37-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to create and deliver tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify advanced planning opportunities and develop internal best practices\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Create a holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Independently interact and communicate with clients through emails, calls, and client presentations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as the day-to-day contact for client needs and collaborates with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to business develop in a team environment.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead a select number of client relationships\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead the development of financial planning recommendations to clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;4+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;CFP® or equivalent (ChFC or CPA + PFS) preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven experience in financial analysis, modeling, and strategic planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of investment strategies, risk management, tax planning, and estate planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proficiency in financial software and tools for modeling and analysis, as well as CRM tools\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;60,000 - $125,000\u0026lt;/span\u0026gt;/year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CH1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066941004,"name":"Needham, MA","location":"Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5813895004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5057130004,"location":{"name":"San Francisco, CA"},"metadata":null,"id":5813895004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"564","title":"Associate Wealth Advisor ","company_name":"Focus Partners Wealth","first_published":"2026-02-26T13:44:52-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The \u0026lt;strong\u0026gt;Associate Wealth Advisor \u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to create and deliver tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify advanced planning opportunities and develop internal best practices\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to business develop in a team environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead a select number of client relationships\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Lead the development of financial planning recommendations to clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;4+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;CFP or equivalent (ChFC or CPA + PFS) preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven experience in financial analysis, modeling, and strategic planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of investment strategies, risk management, tax planning, and estate planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills: with the ability to explain complex financial concepts to clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proficiency in financial software and tools for modeling and analysis, as well as CRM tools\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position.\u0026amp;nbsp;The annualized base pay for this role is expected to be between $60,000 - $125,000.\u0026amp;nbsp;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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KP1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4066951004,"name":"San Francisco, CA","location":"San Francisco, California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5973461004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5144079004,"location":{"name":"Pittsburgh, PA"},"metadata":null,"id":5973461004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"651","title":"Associate Wealth Advisor ","company_name":"Focus Partners Wealth","first_published":"2026-04-17T12:19:20-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The\u0026amp;nbsp;\u0026lt;strong\u0026gt;Associate Wealth Advisor\u0026amp;nbsp;\u0026lt;/strong\u0026gt;role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $70,000 - $85,000/year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KP1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4072375004,"name":"Pittsburgh, PA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5986353004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5149397004,"location":{"name":"Kirkland, WA"},"metadata":null,"id":5986353004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"703","title":"Associate Wealth Advisor ","company_name":"Focus Partners Wealth","first_published":"2026-05-01T09:53:03-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Develop, revise, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Knowledge of tax, estate, and insurance planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Ability to independently lead client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Diligent recording of client communication and information within client relationship management platform\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Series 65 or equivalent within 120 days of employment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;2+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;2+ years of tax experience and CPA designation preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Ability to speak an Asian language (primarily Mandarin) preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Strong interpersonal skills; team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $86,000 - $110,000 per year.\u0026amp;nbsp; 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-KT1\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4093134004,"name":"Kirkland, WA","location":"Kirkland, Washington, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/6006299004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5158902004,"location":{"name":"Needham, MA"},"metadata":null,"id":6006299004,"updated_at":"2026-05-26T16:38:44-04:00","requisition_id":"760","title":"Client Service Associate","company_name":"Focus Partners Wealth","first_published":"2026-05-26T16:38:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate tax return assembly \u0026amp;amp; delivery (certified mailings, FedEx, UPS, encrypted links/emails \u0026amp;amp; Docusign).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Responsible for overall document organization including scanning and storage, both physical \u0026amp;amp; within department management system.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Communicate \u0026amp;amp; coordinate receipt and delivery of tax organizers, incoming/outgoing data, returns, tax payments \u0026amp;amp; bills with clients, advisors, and internal teams.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Submit electronic tax filings and track acceptances.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and track notices, included state and local tax notices.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree with 1+ years relevant experience (including internships).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interest in financial planning and investments, with a desire to grow and develop in the role.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $60,000-$70,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4066941004,"name":"Needham, MA","location":"Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/6000462004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5156647004,"location":{"name":"Hunt Valley, MD"},"metadata":null,"id":6000462004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"749","title":"Client Service Associate","company_name":"Focus Partners Wealth","first_published":"2026-05-19T17:35:52-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree with 1+ years relevant experience (including internships).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interest in financial planning and investments, with a desire to grow and develop in the role.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $55,000-$60,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4105801004,"name":"Hunt Valley, MD","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/6007626004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5159367004,"location":{"name":"Bellevue, WA; Menlo Park, CA; Seattle, WA"},"metadata":null,"id":6007626004,"updated_at":"2026-05-28T14:57:45-04:00","requisition_id":"763","title":"Client Service Associate","company_name":"Focus Partners Wealth","first_published":"2026-05-27T16:45:07-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Associate to join our team! The Client Service Associate is an integral member of the Wealth Management team,\u0026amp;nbsp;helping to advance our commitment to providing an exceptional experience for every client. The Client Service Associate provides account support services, including onboarding, account maintenance, distributions, and portfolio accounting and reporting. The CSA will support multiple wealth advisory teams.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, client-specific requests at various custodians (e.g., check requests, distributions); and communicating with the company’s custodians and initiating proactive follow-through on such action points.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting the compliance and the wealth management teams with internal compliance and external requirements necessary for new accounts and assets.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Preparing and updating financial schedules and analyses, client presentations, and client meeting agendas.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drafting and processing correspondence to clients and communicating with clients by telephone and email.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assisting in tax season, e.g., sending account statements to CPAs and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Interacting with spreadsheet-driven reports for the wealth management team and the company’s clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintaining electronic and physical records and files in an orderly fashion and updating client information into the company’s databases.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist with the generation and delivery of ad hoc reports.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Assist people in the office with DocuSign letters.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;1+ years relevant experience (including internships).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong attention to detail, communication, problem-solving, and analytical skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to multi-task under pressure, work independently, and work in a team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with common portfolio management systems (Tamarac, Axys, Orion) and CRM (Salesforce) preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent written and verbal communication skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Moderate understanding of investment products and investment operations is desired.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to work in a fast-paced environment and to juggle multiple and competing tasks and demands.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $65,000-$75,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4070162004,"name":"Bellevue, WA","location":"Bellevue, Washington, United States","child_ids":[],"parent_id":null},{"id":4066940004,"name":"Menlo Park, CA","location":"California, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5985046004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5148795004,"location":{"name":"Pittsburgh, PA"},"metadata":null,"id":5985046004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"701","title":"Client Service Associate ","company_name":"Focus Partners Wealth","first_published":"2026-04-29T17:06:09-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree with 1+ years relevant experience (including internships).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interest in financial planning and investments, with a desire to grow and develop in the role.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $55,000-$60,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4072375004,"name":"Pittsburgh, PA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5994395004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5153680004,"location":{"name":"Boston, MA"},"metadata":null,"id":5994395004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"732","title":"Client Service Associate ","company_name":"Focus Partners Wealth","first_published":"2026-05-12T10:57:15-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree with 1+ years relevant experience (including internships).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interest in financial planning and investments, with a desire to grow and develop in the role.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $60,000-$65,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5994403004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5153686004,"location":{"name":"Chicago, IL"},"metadata":null,"id":5994403004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"733","title":"Client Service Associate ","company_name":"Focus Partners Wealth","first_published":"2026-05-12T11:08:37-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree with 1+ years relevant experience (including internships).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interest in financial planning and investments, with a desire to grow and develop in the role.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $60,000-$65,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4066945004,"name":"Chicago, IL","location":"Illinois, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5995788004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5154785004,"location":{"name":"Bethesda, MD"},"metadata":null,"id":5995788004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"741","title":"Client Service Associate ","company_name":"Focus Partners Wealth","first_published":"2026-05-13T16:52:34-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s goals and long-term priorities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;In this role, you will partner closely with Wealth Advisors to support and strengthen client relationships, serving as the primary point of contact for operational and service needs. You’ll take ownership of requests from start to finish, manage multiple timelines, and ensure work is completed accurately and thoughtfully. This is a role for someone who takes pride in getting the details right, communicates clearly, and who has the desire to grow within a collaborative team.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate, timely service to advisors and clients with a “one-contact resolution” mindset, taking full ownership of issues through final resolution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary liaison among custodians, the operations team, advisors, and clients, providing end-to-end operational support including account openings, maintenance, asset transfers, money movement, required documentation, and proactive follow-through on client- and advisor-initiated requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding of their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage and prioritize multiple advisor and client requests across email, Microsoft Teams, phone, and Salesforce while providing excellent service.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear, proactive communication with advisors and clients, providing timely updates and managing expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure precision and consistency in processing requests and transactions, recognizing the importance of accuracy in a fiduciary environment.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s Degree with 1+ years relevant experience (including internships).\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong self-initiated follow-through, time management, and problem-solving skills, with consistent accuracy and care.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint, and proven ability to learn other software and technology. Salesforce experience preferred.\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Clear and effective written and verbal communication skills. Demonstrates sound judgment and discretion when handling sensitive client information and financial transactions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ability to manage multiple priorities in a fast-paced environment while working both independently and collaboratively.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong interest in financial planning and investments, with a desire to grow and develop in the role.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $55,000-$65,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4066948004,"name":"Bethesda, MD","location":"Bethesda, Maryland, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/6003594004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5157962004,"location":{"name":"New York, NY"},"metadata":null,"id":6003594004,"updated_at":"2026-05-22T12:30:24-04:00","requisition_id":"755","title":"Client Service Specialist","company_name":"Focus Partners Wealth","first_published":"2026-05-22T10:02:06-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations.\u0026amp;nbsp; They are responsible for delivering solutions-oriented service to advisory teams and clients.\u0026amp;nbsp; This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of those requests.\u0026amp;nbsp; This role partners closely with custodians and internal Focus Partners teams to provide an accurate and streamlined service and operations experience.\u0026amp;nbsp; Excellent client communication skills, an ownership mindset, and the ability to manage multiple timelines and diverse requests are required for this role.\u0026amp;nbsp; Utilizing Salesforce or a similar CRM system to manage and track client cases is a key part of the day-to-day.\u0026amp;nbsp; The Client Service Specialist is part of dynamic team and department, and the role requires close teamwork and daily collaboration with teammates across Client Service and the organization.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Duties may fluctuate with season volumes, market volatility, and team coverage, so flexibility and adaptability are critical.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;em\u0026gt;Occasional overtime may be required.\u0026lt;/em\u0026gt;\u0026amp;nbsp; Attention to detail, taking initiative and being proactive, successful problem solving, and consistent follow-through are essential to be successful in this role.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate and timely service daily to advisors and clients with a “one contact resolution” mindset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handle all communications between the custodians and Operations with advisors or clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide comprehensive operational support to clients, which can include facilitating monetary, account opening, maintenance, and paperwork requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met. This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. This can involve working with custodian partners and various departments within the organization to gather information, escalate and track issues, propose win-win solutions, and communicate updates to advisors and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis, ensuring accurate and up-to-date documentation and case progress. \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. This includes providing timely responses to client inquiries and proactively communicating updates.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate care, empathy, and a genuine desire to help advisors and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate high attention to detail to ensure accurate and error-free processing of client requests, transactions, and client and advisor communications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to a positive team environment, deliver training support for our newest team members, and provide advisory team coverage support to team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must work well independently and in a collaborative team environment, where team members are based in different geographic locations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Builds trust and strong working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, one interaction at a time.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years in the RIA industry with custodian and client-facing service experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in using Salesforce or a similar CRM system.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fast learner with excellent information processing and organizational skills. Can quickly absorb and organize large amounts of information from various sources and communication methods and recall it when needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving skills and ability to think critically and work independently in resolving client issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and adaptability to work in a fast-paced, dynamic environment and a high-volume organization that is committed to a collaborative and client-focused experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work well in a team environment, fostering a collaborative and inclusive work culture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Embrace innovative approaches and ideas and adapt quickly to new methods.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Operations experience in private / alternative investments\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with UHNW / Family Office clients\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $75,000-$90,000.\u0026amp;nbsp; 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5993818004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5153253004,"location":{"name":"Colorado Springs, CO"},"metadata":null,"id":5993818004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"730","title":"Client Service Specialist","company_name":"Focus Partners Wealth","first_published":"2026-05-11T17:39:10-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate and timely service daily to advisors and clients with a “one contact resolution” mindset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handle all communications between the custodians and Operations with advisors or clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide comprehensive operational support to clients, which can include facilitating monetary, account opening, maintenance, and paperwork requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met. This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. This can involve working with custodian partners and various departments within the organization to gather information, escalate and track issues, propose win-win solutions, and communicate updates to advisors and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis, ensuring accurate and up-to-date documentation and case progress. \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. This includes providing timely responses to client inquiries and proactively communicating updates.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate care, empathy, and a genuine desire to help advisors and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate high attention to detail to ensure accurate and error-free processing of client requests, transactions, and client and advisor communications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to a positive team environment, deliver training support for our newest team members, and provide advisory team coverage support to team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must work well independently and in a collaborative team environment, where team members are based in different geographic locations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Builds trust and strong working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, one interaction at a time.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years in the RIA industry with custodian and client-facing service experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in using Salesforce or a similar CRM system.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fast learner with excellent information processing and organizational skills. Can quickly absorb and organize large amounts of information from various sources and communication methods and recall it when needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving skills and ability to think critically and work independently in resolving client issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and adaptability to work in a fast-paced, dynamic environment and a high-volume organization that is committed to a collaborative and client-focused experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work well in a team environment, fostering a collaborative and inclusive work culture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Embrace innovative approaches and ideas and adapt quickly to new methods.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $55,000-$60,000.\u0026amp;nbsp; 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4099561004,"name":"Colorado Springs, CO","location":"Colorado Springs, Colorado, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5982623004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5147526004,"location":{"name":"Needham, MA"},"metadata":null,"id":5982623004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"694","title":"Client Service Specialist ","company_name":"Focus Partners Wealth","first_published":"2026-04-27T12:53:26-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations.\u0026amp;nbsp; They are responsible for delivering solutions-oriented service to advisory teams and clients.\u0026amp;nbsp; This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of those requests.\u0026amp;nbsp; This role partners closely with custodians and internal Focus Partners teams to provide an accurate and streamlined service and operations experience.\u0026amp;nbsp; Excellent client communication skills, an ownership mindset, and the ability to manage multiple timelines and diverse requests are required for this role.\u0026amp;nbsp; Utilizing Salesforce or a similar CRM system to manage and track client cases is a key part of the day-to-day.\u0026amp;nbsp; The Client Service Specialist is part of dynamic team and department, and the role requires close teamwork and daily collaboration with teammates across Client Service and the organization.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Duties may fluctuate with season volumes, market volatility, and team coverage, so flexibility and adaptability are critical.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;em\u0026gt;Occasional overtime may be required.\u0026lt;/em\u0026gt;\u0026amp;nbsp; Attention to detail, taking initiative and being proactive, successful problem solving, and consistent follow-through are essential to be successful in this role.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate and timely service daily to advisors and clients with a “one contact resolution” mindset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handle all communications between the custodians and Operations with advisors or clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide comprehensive operational support to clients, which can include facilitating monetary, account opening, maintenance, and paperwork requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met. This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. This can involve working with custodian partners and various departments within the organization to gather information, escalate and track issues, propose win-win solutions, and communicate updates to advisors and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis, ensuring accurate and up-to-date documentation and case progress. \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. This includes providing timely responses to client inquiries and proactively communicating updates.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate care, empathy, and a genuine desire to help advisors and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate high attention to detail to ensure accurate and error-free processing of client requests, transactions, and client and advisor communications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to a positive team environment, deliver training support for our newest team members, and provide advisory team coverage support to team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must work well independently and in a collaborative team environment, where team members are based in different geographic locations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Builds trust and strong working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, one interaction at a time.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years in the RIA industry with custodian and client-facing service experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab, Fidelity, and Pershing)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in using Salesforce or a similar CRM system.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fast learner with excellent information processing and organizational skills. Can quickly absorb and organize large amounts of information from various sources and communication methods and recall it when needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving skills and ability to think critically and work independently in resolving client issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and adaptability to work in a fast-paced, dynamic environment and a high-volume organization that is committed to a collaborative and client-focused experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work well in a team environment, fostering a collaborative and inclusive work culture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Embrace innovative approaches and ideas and adapt quickly to new methods.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $70,000-$80,000.\u0026amp;nbsp; 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4066941004,"name":"Needham, MA","location":"Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5977119004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5144859004,"location":{"name":"Atlanta, GA"},"metadata":null,"id":5977119004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"656","title":"Client Service Specialist ","company_name":"Focus Partners Wealth","first_published":"2026-04-20T16:40:56-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client expectations.\u0026amp;nbsp; They are responsible for delivering solutions-oriented service to advisory teams and clients.\u0026amp;nbsp; This includes being the go-to, primary contact and resource for all operational and service requests and overseeing the timely execution of those requests.\u0026amp;nbsp; This role partners closely with custodians and internal Focus Partners teams to provide an accurate and streamlined service and operations experience.\u0026amp;nbsp; Excellent client communication skills, an ownership mindset, and the ability to manage multiple timelines and diverse requests are required for this role.\u0026amp;nbsp; Utilizing Salesforce or a similar CRM system to manage and track client cases is a key part of the day-to-day.\u0026amp;nbsp; The Client Service Specialist is part of dynamic team and department, and the role requires close teamwork and daily collaboration with teammates across Client Service and the organization.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Duties may fluctuate with season volumes, market volatility, and team coverage, so flexibility and adaptability are critical.\u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;em\u0026gt;Occasional overtime may be required.\u0026lt;/em\u0026gt;\u0026amp;nbsp; Attention to detail, taking initiative and being proactive, successful problem solving, and consistent follow-through are essential to be successful in this role.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Deliver accurate and timely service daily to advisors and clients with a “one contact resolution” mindset.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Take ownership of client issues and work towards prompt resolution, following through until the matter is fully resolved.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Handle all communications between the custodians and Operations with advisors or clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide comprehensive operational support to clients, which can include facilitating monetary, account opening, maintenance, and paperwork requests.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Act as a strong advocate for our clients, demonstrating empathy and understanding their requests and needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize and manage multiple advisor and client requests simultaneously through different communications channels (such as email, Microsoft Teams, phone, and CRM/portal), ensuring our service level agreements are met. This requires strong organizational and time management skills, as well as the ability to handle competing priorities and manage client and advisor expectations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Effectively handle a steady flow of diverse and various advisor and client requests and provide solutions to complex operations issues. This can involve working with custodian partners and various departments within the organization to gather information, escalate and track issues, propose win-win solutions, and communicate updates to advisors and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate closely with internal teams to research and respond to inquiries for a cohesive advisor and client experience while balancing advocacy for internal and external partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize customer relationship management (CRM) platforms such as Salesforce to manage and monitor client cases on a daily basis, ensuring accurate and up-to-date documentation and case progress. \u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain clear and frequent communications with advisors and clients, keeping them informed of progress and updates on their operations and service requests. This includes providing timely responses to client inquiries and proactively communicating updates.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate care, empathy, and a genuine desire to help advisors and clients.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrate high attention to detail to ensure accurate and error-free processing of client requests, transactions, and client and advisor communications.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Contribute to a positive team environment, deliver training support for our newest team members, and provide advisory team coverage support to team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must work well independently and in a collaborative team environment, where team members are based in different geographic locations.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Builds trust and strong working relationships with advisors, clients, and Client Service team members through high-touch, personalized interactions, one interaction at a time.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;3+ years in the RIA industry with custodian and client-facing service experience\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive knowledge of industry basics and back-office processes, including custodians (Charles Schwab and Fidelity)\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in using Salesforce or a similar CRM system.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fast learner with excellent information processing and organizational skills. Can quickly absorb and organize large amounts of information from various sources and communication methods and recall it when needed.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving skills and ability to think critically and work independently in resolving client issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Flexibility and adaptability to work in a fast-paced, dynamic environment and a high-volume organization that is committed to a collaborative and client-focused experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Work well in a team environment, fostering a collaborative and inclusive work culture.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Embrace innovative approaches and ideas and adapt quickly to new methods.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Must be comfortable using technology and daily multi-tasking across multiple web-based platforms and applications.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Client Service Specialist is a non-exempt position. The annualized base pay range for this role is expected to be between $56,000-$66,000.\u0026amp;nbsp; 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4061208004,"name":"Atlanta, GA","location":"Atlanta, Georgia, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5989484004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5151167004,"location":{"name":"St. Louis, MO or Indianapolis, IN "},"metadata":null,"id":5989484004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"716","title":"Director, Advisory Leadership Team","company_name":"Focus Partners Wealth","first_published":"2026-05-06T09:57:48-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW202472254 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW202472254 BCX0\u0026quot;\u0026gt;The\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW202472254 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW202472254 BCX0\u0026quot;\u0026gt;Director, Advisory Leadership Team\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW202472254 BCX0\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW202472254 BCX0\u0026quot;\u0026gt;\u0026amp;nbsp;serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth, and the seamless execution of advisory-led client experiences. This role serves as a strategic and accountability partner to Wealth Advisors and their teams across regions, driving the delivery of annual business planning processes to establish foundational consistency, set goals, and define accountabilities. The Director plays a central role in achieving net organic growth targets and fostering the development of our advisory teams, aligning their goals with the firm’s strategic objectives and driving team effectiveness.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW202472254 BCX0\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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 days per week, or as assigned by their team leader. \u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Approximately 25% travel\u0026lt;/strong\u0026gt;, with the possibility of additional travel depending on business needs.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Adopt firm-wide vision and collaborate with senior leadership to align and execute on broad-scale goals and priorities.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Execute and deliver business plans to regional advisory teams, tracking OKRs and annual goals.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Lead the annual budget planning process for regional advisory teams, ensuring financial resource accountability.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; 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font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Develop action plans for consultative practice management, promoting continuous advisor and team development.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Facilitate transition and succession planning alongside Transition Advisors for regional teams.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;7\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Collaborate with the Onboarding, Integration, and Transactions teams to ensure smooth transitions for new firms.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Conduct regular meetings with Wealth Advisors to track goals and ensure progress towards objectives.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;9\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ensure the promotion and adherence to strong compliance practices.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;10\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Work closely with Managers on the Advisory Leadership Team on resource planning and workforce management.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;11\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Coach and mentor advisors with timely and thoughtful feedback and guidance.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;12\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Advocate for advisors and give voice and context to their diverse perspectives and experiences within the firm.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;13\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Operate within a solutions-oriented framework to eliminate barriers for advisors, supporting exceptional client service and maximizing team efficiency and effectiveness.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;14\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Lead the partnership with other departments to implement best practices and manage new firm rollouts.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;15\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Connect advisors to available training and resources to equip them with the skills and knowledge needed to effectively manage their practice and stay aligned with the evolving firm.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;16\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Participate actively within the Advisory Leadership Team as a collaborative, results-oriented leader.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;17\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Develop and analyze meaningful practice metrics to help advisory teams achieve their goals.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;18\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Cultivate a culture that reflects the firm\u0026#39;s values, ensuring they are embraced within the advisory community.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Bachelor’s degree\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Advanced credentials such as CFP, CFP or CPA is preferred but not required. \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;3\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;10+ years of work experience preferred in a relevant position. \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;4\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Proven leadership experience in financial services or wealth management.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;5\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Strong strategic planning skills and experience developing and implementing high-level business objectives.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;6\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Excellent communication and interpersonal skills, with the ability to engage and collaborate with all levels of management and support teams.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;7\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Experience in budget management, strategic planning, and team development.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;8\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Ability to solve complex problems, manage projects, and drive results in a dynamic environment.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;2\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;9\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Commitment to fostering a diverse and inclusive workplace.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $165,000 - $185,000 per year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KT1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4086052004,"name":"Indianapolis, IN","location":"Indianapolis, Indiana, United States","child_ids":[],"parent_id":null},{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5981378004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5146844004,"location":{"name":"Remote "},"metadata":null,"id":5981378004,"updated_at":"2026-06-03T13:32:58-04:00","requisition_id":"684","title":"Lead Advisor Development Manager","company_name":"Focus Partners Wealth","first_published":"2026-04-24T11:23:56-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Position Summary\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;The\u0026amp;nbsp;Lead\u0026amp;nbsp;Advisor\u0026amp;nbsp;Development Manager\u0026amp;nbsp;is responsible for the development, administration, and execution of various learning experiences for Focus\u0026amp;nbsp;advisor associates. Educating advisors involves evaluating and advancing specific skills and knowledge across the core areas of the Client \u0026amp;amp; Advisor Experience, Wealth Technology Platforms, and Practice Management skills.\u0026amp;nbsp;The\u0026amp;nbsp;Lead\u0026amp;nbsp;Advisor Development Manager will work closely with the Advisory Leadership Team to identify key learning needs\u0026amp;nbsp;of Advisors and deliver learning resources intended to meet those needs.\u0026amp;nbsp;It is the goal of the Advisor Development Team to provide all Focus Advisors with the resources required to continuously grow as\u0026amp;nbsp;professional\u0026amp;nbsp;and deliver an exceptional Client Experience.\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;This role is intended\u0026amp;nbsp;for someone who\u0026amp;nbsp;has an advisory or financial planning background, and is willing to lend their hand and help other\u0026amp;nbsp;advisors succeed. This individual must be\u0026amp;nbsp;detail-oriented, service-minded, and\u0026amp;nbsp;willing to\u0026amp;nbsp;adapt in a fast-changing environment.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;This position is open to any of our office locations in the United States. \u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;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.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; 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data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Update and audit training programs and supporting materials as needed/assigned, so that changes in policies and procedures are accurately reflected and programs remain highly relevant and engaging\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;201341983\u0026amp;quot;:2,\u0026amp;quot;335559739\u0026amp;quot;:0,\u0026amp;quot;335559740\u0026amp;quot;:300}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;1\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; 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font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong organizational skills with the ability to manage multiple requests and priorities simultaneously, and meet deadlines.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; 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font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Comfort working with technology platforms and learning new systems quickly. \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Critical thinker: able to understand core objectives and creatively solve for methods to achieve them. \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Deep understanding and appreciation of the advisory industry, with a continual mindset of what we can create to educate and inspire them. \u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;1\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to work autonomously and effectively in a fast-paced, complex, multi-tasking environment.\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Preferred Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;4\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;multilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;12\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Professional certifications specific to the advisory industry (CFP, CPA, EA preferred)\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position.\u0026amp;nbsp;The annualized base pay range for this role is expected to be between $70,000-$90,000 base salary compensation range.\u0026amp;nbsp;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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CB1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4118228004,"name":"Client \u0026 Advisor Experience ","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/6007638004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5159377004,"location":{"name":"Walnut Creek, CA, San Diego, CA, Bellevue, WA"},"metadata":null,"id":6007638004,"updated_at":"2026-06-01T09:57:26-04:00","requisition_id":"765","title":"Manager, Advisory Leadership Team","company_name":"Focus Partners Wealth","first_published":"2026-05-27T17:01:32-04:00","language":"en","application_deadline":null,"content":"\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Position Summary\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Focus Partners Wealth is seeking a Manager, Advisory Leadership Team. The Manager, Advisory Leadership Team supports and develops Associate Wealth Advisors (AWAs) while driving the execution of key business strategies. This role requires managerial oversight, a strong understanding of Focus Partners Wealth\u0026#39;s financial planning and client experience vision, and a commitment to implementing best practices for advisory teams. Collaborating closely with the Division President, Directors, and other internal departments, the Manager ensures teams have the resources, skills, and infrastructure needed to achieve their business plan goals.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Key responsibilities include driving planning and service harmonization through the management and development of AWAs. AWAs maintain strong client relationships and work closely with the Advisory and Client Service teams to support team goals and drive efficiency and best practices. The Manager oversees a team of AWAs, ensuring they excel in their daily responsibilities, meet personal goals, and work towards the objectives outlined in the advisory team business plan. Effective coaching in this role requires an in-depth understanding of the firm’s client experience and the tools and technology solutions used by the advisory team.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;As a coach and mentor, the Manager should be a natural team builder who fosters team cohesion by balancing individual development with the enforcement of business standards and processes. They are responsible for promoting career growth among their team members and overseeing the hiring, training, and continuous development of AWAs. The role also serves as a communication and knowledge conduit, sharing strategic initiatives and daily updates within the firm and assisting with change management.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Primary Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Facilitate discussions, reviews, and collaborative goal setting with Associate Wealth Advisors, fostering\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;accountability for both individual and team objectives.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Establish ongoing communication forums with the members of their team.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Partner with other departments and Directors to ensure implementation of best practices and new firm rollouts.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Drive planning and service harmonization in alignment with stated advisory team client experience objectives.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Ensure efficient use of financial planning tools and resources.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Foster a culture of accountability aligned with the firm’s mission and values.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Advocate for advisors and give voice and context to their diverse perspectives and experiences within the firm.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Collaborate with the Directors to determine and guide advisory team business plans and staffing.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Coach and mentor Associate Wealth Advisors with timely and thoughtful feedback and guidance.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Responsibility in assisting the firm to achieve its objective and key results.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Promote strong compliance practices.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Promote a smooth working relationship with Associate Wealth Advisors and Client Relationship Specialists to\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;support overall team effectiveness.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Maintain established communication channels with the Directors to report progress and resolve issues.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Participate in committees and/or projects as requested by the Advisory Leadership Team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Take a leading role in operational projects ensuring advisors are represented, and a strong feedback loop is\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;established.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Function as a collaborative, results-oriented member of the Advisory Leadership Team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Travel: Approximately 25%, with the possibility of additional travel depending on business needs.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Bachelor’s degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Advanced credentials such as CFP, CFA or CPA\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;5+ years of work experience preferred in a relevant position.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Proficient in the use and best practices of client management systems and related technologies\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Strong leadership and emotional intelligence to work well with a variety of personalities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Enthusiastic, quick, and ongoing learner\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Proficient multitasking, prioritization, attention to detail, and organizational skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Effective listening and people skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Collaborator with a desire to help others.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Creative and strong critical thinking skills\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Ability to work independently and collaboratively.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position.\u0026amp;nbsp;The annualized base pay range for this role is expected to be $135,000 - $175,000 per year Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KP1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4070162004,"name":"Bellevue, WA","location":"Bellevue, Washington, United States","child_ids":[],"parent_id":null},{"id":4087272004,"name":"San Diego, CA","location":null,"child_ids":[],"parent_id":null},{"id":4087271004,"name":"Walnut Creek, CA","location":null,"child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5797040004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5048300004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":5797040004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"499","title":"Manager, Client Service ","company_name":"Focus Partners Wealth","first_published":"2026-02-06T20:59:02-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;Position Summary\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking a Manager, Client Service. The Manager, Client Service leads the delivery of a high-quality, consistent client service experience while managing and developing a team of Client Service professionals. This role balances hands-on operational leadership with people management, escalation ownership, and continuous improvement of service processes to ensure service standards are met and upheld.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Manager, Client Service serves as a trusted partner to advisors, internal teams, and custodial partners, guiding the team to deliver exceptional service to advisory teams and clients. The role includes directing day-to-day team activities, overseeing complex issues and custodian escalations, and collaborating closely across Client Service, Core Operations, and Platform Operations. Success in this role requires flexibility, sound judgment, proactive leadership, and consistent follow-through in a dynamic environment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;Primary Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ol\u0026gt;\n\u0026lt;li\u0026gt;\u0026lt;strong\u0026gt; Service Delivery \u0026amp;amp; Issue Management\u0026lt;/strong\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ol\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Manage and direct daily Client Service activities, ensuring appropriate coverage and consistent service levels.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Prioritize work and adjust resources in response to fluctuating volumes, market activity, and seasonal demands.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Step in during high-volume or high-stress periods to maintain service continuity and team stability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Serve as the primary owner for complex, escalated, or non-routine service issues involving advisors, clients, internal teams, or custodial partners.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Drive issue resolution through effective coordination, sound judgment, and a unified, professional approach.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify recurring issues and partner with stakeholders to address root causes and improve outcomes.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Retain a limited CSA workload to maintain direct client engagement and provide hands-on support for the team.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp;2.Team Leadership \u0026amp;amp; People Management\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Lead, develop, and unify a geographically dispersed Client Service team through clear expectations, accountability, and engagement.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coach team members to deliver high-quality, high-touch service and support their professional growth.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide regular feedback and performance coaching to achieve departmental and firm-wide goals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Recruit, onboard, train, and develop Client Service team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Address performance and conduct matters in accordance with firm policy.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Foster a positive, collaborative team culture and support employee engagement initiatives.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Run team meetings to align priorities and reinforce standards.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp;3. Service Operations \u0026amp;amp; Collaboration\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Monitor service metrics and trends to assess workload, capacity, and coverage needs.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Ensure consistent service delivery through standardized service expectations and best practices.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proactively identify risks, bottlenecks, and resource constraints.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Pursue efficiencies through effective use of tools, processes, and documentation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Leverage CRM and service tools to improve workflow management, visibility, and accountability.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Build strong, trust-based relationships with advisory teams and advisory leadership.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Advocate for Client Service while balancing advisor expectations, client experience, and firm priorities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner closely with Operations, Platform, Compliance, and other internal teams to support service delivery and change management.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate with leadership to anticipate challenges and define actionable solutions.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead communication and represent Client Service in firm initiatives, projects, and cross-functional efforts.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;h2\u0026gt;\u0026lt;span style=\u0026quot;font-size: 14pt;\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/h2\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;5+ years of experience in the financial services industry, including a minimum of three years in the RIA industry.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;2+ years of experience supervising or managing service-oriented or operational teams preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Demonstrated leadership ability with sound judgment, integrity, discretion, and the trust of colleagues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to independently resolve complex or escalated service issues.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong coaching and people leadership skills, with the ability to motivate and develop team members.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Commitment to delivering an outstanding advisor and client service experience.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication, active listening, organizational, and relationship-management skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to collaborate effectively with stakeholders at all levels and work well with diverse personalities.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Self-starter with a strong bias for action and the ability to prioritize and manage multiple initiatives in a fast-paced environment.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong problem-solving skills, attention to detail, and consistent follow-through.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Extensive knowledge of industry back-office practices and custodial platforms, including Charles Schwab and Fidelity.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Fluency with service and workflow tools such as CRM systems (Salesforce), Orion, Pontera, and related platforms.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The Manager, Client Service is a exempt position. The annualized base pay range for this role is expected to be between $75,000-$80,500.\u0026amp;nbsp; 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-KP1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094526004,"name":"Client Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/6011400004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5161210004,"location":{"name":"New York, New York, United States; St. Louis, Missouri, United States"},"metadata":null,"id":6011400004,"updated_at":"2026-06-02T12:36:25-04:00","requisition_id":"FPW_2026_201","title":"Marketing Coordinator","company_name":"Focus Partners Wealth","first_published":"2026-06-02T12:36:25-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Overview\u0026lt;/strong\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As part of the Marketing Growth Strategy and Activation team, the Marketing Coordinator facilitates, executes, and/or aggregates measurable results across key business segments to drive growth and visibility. Collectively, the team manages programs that connect our brand, advisors, and clients through cohesive, results-driven marketing.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Coordinator helps bring our brand to life across key markets by supporting the execution of targeted marketing initiatives that strengthen awareness and contribute to business development efforts. This role plays a central part in building and operationalizing scalable frameworks that support prospecting, business development, and market activation, and growth-focused campaigns.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Success in this role requires a strong balance of project management, execution, operational discipline, and creativity. The Coordinator will help establish repeatable processes, manage workflows, and track performance, using insights to refine and improve outcomes over time. This role will also contribute to the development of polished, client-ready materials and presentations that support business development efforts. The ideal candidate is both organized and adaptable, able to navigate complexity, collaborate across teams, and support high-quality, compliant marketing programs that drive measurable impact.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Facilitate, coordinate, and support the execution of marketing initiatives, including collateral, campaigns, and business development efforts that drive growth and market activation.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Participate in strategic planning discussions to help define efficient, scalable approaches that support successful project delivery.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain visibility into project status across the team, including ownership transitions, compliance submissions, and approvals.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Create and own repeatable processes that support market activation efforts across the full workflow from strategy through execution.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with data and analytics teams to define KPIs, track performance, and measure the impact on behalf of team’s active initiatives and campaigns.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage quarterly updates to firmwide statistics used across prospecting and business development materials.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Gather and synthesize performance data across initiatives to support team-wide reporting on quarterly and annual results.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;In collaboration with relevant team members and departments, coordinate applicable content, populate, and draft institutional RFPs in support of broad business development efforts.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Collaborate with the firm’s institutional teams to support RFP-related efforts.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in marketing, communications, business, or related field; advanced degree preferred.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;3+ years of progressive experience in marketing, with a focus on institutional marketing including OCIO and traditional consulting services, metrics tracking, and copywriting and project management skills.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Strong collaborator with experience partnering with teams on cross-functional projects.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proven ability to proactively manage complex timelines and workflows in a fast-paced environment with reliability and consistency.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Comfort with ownership of oversight and coordination on large-scale projects involving various team members and departments.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Excellent communication and relationship-building skills across diverse internal and external stakeholders.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Data-informed mindset; able to translate performance metrics into actionable insights.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Timely and clear communicator with strong communication skills and attention to detail.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience in financial services, professional services, or other regulated industries preferred.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The annualized base pay range for this role is expected to be between\u0026amp;nbsp;\u0026lt;strong\u0026gt;$65,000 - $70,000\u0026lt;/strong\u0026gt;. 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\u0026#39;s skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package. Candidate information, including education and work experience, is verified upon an offer of employment. Falsification of application information may be grounds for denying employment.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4104437004,"name":"Marketing ","child_ids":[],"parent_id":null}],"offices":[{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null},{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5978983004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"education":"education_required","internal_job_id":5145818004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":5978983004,"updated_at":"2026-05-26T17:04:15-04:00","requisition_id":"672","title":"Operations Associate","company_name":"Focus Partners Wealth","first_published":"2026-04-23T12:07:21-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Start Date: June 2026\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;Focus Partners Wealth is seeking Operations Associates that will serve as a key members of the Core Operations team and support essential back-office functions that ensure accurate and timely handling of client requests. This role provides additional capacity for the team by verifying and completing pending work, assisting with team projects, and maintaining strong attention to detail in a fast-paced environment. Responsibilities fluctuate with seasonal volumes, market conditions, and team coverage needs, so flexibility and adaptability are critical. Occasional overtime may be required.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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 days per week, or as assigned by their team leader.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Validate and reconcile monetary transactions on custodial platforms (e.g., Schwab, Fidelity).\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Monitor, track, and provide timely updates on processing requests to ensure accuracy and completion.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Support digital signature processes, account setup and validation, and assist the client service team with processing mailed checks and paperwork as needed.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Monitor custodian alerts and escalate or distribute updates as appropriate.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Maintain accurate and timely data entry across core systems, including Salesforce and Orion.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Communicate effectively with colleagues, custodians, and internal partners through clear written and verbal channels.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Collaborate across departments to achieve shared objectives and contribute to team initiatives.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Share knowledge, best practices, and insights to enhance team effectiveness.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Assist with team projects and daily operational responsibilities as needed.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Demonstrate adaptability, initiative, and a proactive approach to changing priorities.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Consistently model the firm’s core values through actions and communication.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Contribute to training, knowledge sharing, and onboarding of new team members.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;·\u0026amp;nbsp;Bachelor\u0026#39;s Degree (expected graduation date by June 2026) \u0026lt;strong\u0026gt;OR\u0026lt;/strong\u0026gt; High School Diploma and 2+ years of relevant Client Service or Customer Service\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Ability to work and commute out of our Clayton, MO office\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Candidates must have permanent authorization to work in the U.S.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Experience in the service or financial services industry preferred\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· High attention to detail and accuracy in handling financial transactions and client information\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Excellent verbal and written communication skills\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Familiarity with custodians (e.g., Schwab, Fidelity) and CRM/financial systems (e.g., Salesforce, Orion, DocuSign, Envestnet) preferred\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Proficiency with Microsoft Office Suite and working knowledge of Windows operating systems\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Ability to work independently while collaborating effectively within a team environment\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Strong organizational skills, follow-through, and ability to manage multiple priorities\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Service-oriented mindset with strong interpersonal and relationship management skills\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Self-starter with initiative, adaptability, and problem-solving capabilities\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;· Commitment to maintaining confidentiality and adhering to compliance standards\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay for this role is expected to be $50,000. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037547004,"name":"Operations \u0026 Analytics","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5993807004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5153249004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":5993807004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"729","title":"Operations Specialist ","company_name":"Focus Partners Wealth","first_published":"2026-05-11T17:27:52-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;As an Operations Specialist, you will have the opportunity to work as part of a collaborative team responsible for supporting our network of advisors in all things related to servicing client accounts. This person will work with advisors, custodian partners as well as internal team members to accomplish a wide range of tasks such as opening new accounts, updating existing accounts, moving client funds from one custodian to another or distributing assets to clients as needed and in a timely manner. Flexibility is a key part of this role; you may be required to switch gears throughout the day to help our Regional Managers meet service level agreements, particularly during periods of high-volume spikes.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The hours are Monday through Friday from 8:30 a.m. to 5:00 p.m. 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 days per week, or as assigned by their team leader.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Have proficiency in one specialization\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Adjust focus as required to provide support to your team.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Have a fundamental working knowledge in systems and platforms, like Salesforce, Outlook, and custodian websites\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Utilize effective communication skills with both internal and external partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Provide support and problem resolution to Advisors and internal teams as it pertains to new accounts, account maintenance, transfers or cashiering\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain a high standard of quality control for all incoming requests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Liaise with custodian partners and Advisors to successfully process requests\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Review requests for clarity and /or omissions prior to submission to our custodian partners\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research and resolve issues with advisors, custodial partners, and internal teams to obtain the best possible outcome\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Remain current on trends and policy changes required by custodians due to regulatory updates\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Overtime may be required, specifically around high-volume times such as the end of a quarter and tax season.\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree in related field and 1+ years of operations/client service experience; OR High School Diploma and 5+ years of working in financial services or related field.\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience working with Charles Schwab, Fidelity, or Pershing preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Knowledge of CRM systems, preferably Salesforce\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;The annualized base pay range for this role is expected to be $53,000 - $56,000/year.\u0026amp;nbsp; 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037547004,"name":"Operations \u0026 Analytics","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5980015004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5146295004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":5980015004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"677","title":"Performance Marketing, Senior Manager","company_name":"Focus Partners Wealth","first_published":"2026-04-23T15:18:46-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Performance Marketing, Senior Manager will lead the execution and optimization of paid digital acquisition programs designed to generate qualified investor leads and drive measurable pipeline growth for Focus Partners. This role will manage paid search and paid social campaigns, partner with agency resources where applicable, and continuously optimize campaign performance through testing, analytics, and funnel improvements. The ideal candidate combines strong paid media expertise with a deep understanding of lead generation funnels for high‑consideration services.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Plan, execute, and optimize paid search and paid social campaigns across Google, Bing, LinkedIn, and Meta\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Manage performance of six‑figure monthly digital media budgets\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Partner with external agencies on campaign execution, strategy, and reporting\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develop and manage campaign targeting, audience strategies, and keyword portfolios\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Optimize landing pages and conversion paths in collaboration with the web team\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Implement structured A/B testing programs for creative, messaging, and offers\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Monitor campaign performance and deliver regular reporting on ROI and lead quality\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Collaborate with analytics and CRM teams to ensure accurate tracking and attribution\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify opportunities to expand into new performance channels\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor\u0026#39;s degree or relevant work experience\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;5+ years of experience in paid media or performance marketing\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Expertise in Google Ads, LinkedIn Ads, and Meta Ads\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience managing lead generation campaigns\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong understanding of conversion funnels and attribution\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience working with analytics platforms such as GA4 and marketing dashboards\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience in financial services, fintech, or professional services is a plus\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Performance Marketing, Senior Manager is an exempt position. The annualized base pay range for this role is expected to be between $140,000-$150,000.\u0026amp;nbsp; 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CH1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4104437004,"name":"Marketing ","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/6013981004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5162181004,"location":{"name":"St. Louis, MO "},"metadata":null,"id":6013981004,"updated_at":"2026-06-04T10:13:51-04:00","requisition_id":"780","title":"Portfolio Trader","company_name":"Focus Partners Wealth","first_published":"2026-06-04T10:13:22-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Focus Partners Wealth is seeking a Portfolio Trader to join our team! The Portfolio Trader works on the Centralized Portfolio Management Team. The Portfolio Trader’s primary responsibility is to manage all portfolio/investment related activities for their respective wealth management teams. \u0026amp;nbsp;They are responsible for implementing the investment strategy, managing appropriate cash balances, and identifying opportunities for rebalancing, portfolio improvement, and tax loss harvesting. A successful Portfolio Traders will conduct all daily, weekly, and monthly portfolio reviews.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;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 days per week, or as assigned by their team leader.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Deep understanding of our investment philosophy and the investments we use.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Responsible for setting up clients in rebalancing software and updating targets when a client’s allocation changes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Run rebalancing software to identify client portfolios that are out of balance and to determine what action, if any, should be taken.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Cash Flow Planning and Cash Management:\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Manage appropriate minimum and max cash thresholds as well as recurring contributions and distributions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Confirm accuracy of a client’s cash needs with advisory team on a periodic basis.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Propose and execute plans for RMDs and any account cash flows.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Perform review of cash to be invested or generated. \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp; \u0026amp;nbsp;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Appropriately manage cash flow of accounts to provide for timely collection of fees. Provide and execute recommended action plans to collect on any outstanding uncollected fees.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Identify opportunities to harvest losses as well as opportunities to switch to a more tax-efficient (or more preferred) investment vehicle.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Develops recommendations for client accounts for which we do not maintain discretion.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Provide superior, friendly and knowledgeable service by telephone and e-mail with financial advisors\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Effectively prioritize work to meet trade deadlines and service level agreements\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Two years of experience in financial services required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Experience working with RIAs and Independent Financial Advisors a plus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Bachelor’s degree.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Equity and mutual fund trading experience and familiarity with Pershing, Charles Schwab Institutional, Fidelity Institutional, or TD Ameritrade Institutional a plus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Strong proficiency in Microsoft Applications\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Orion Software, Envestnet Software or Custodian website experience preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Strong written and verbal communication skills.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Desire to take ownership and provide the best customer service in the industry\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Energetic self-starter with an extremely positive, can-do attitude\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Strong organization skills with exceptional attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Must work well in a team environment, supporting others and filling in as necessary\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Must be able to prioritize and switch tasks as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be between $75,000-$80,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-CB1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4115877004,"name":"Centralized Portfolio Management","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/6006211004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5158845004,"location":{"name":"Chicago, IL "},"metadata":null,"id":6006211004,"updated_at":"2026-05-26T15:48:25-04:00","requisition_id":"759","title":"Research Analyst","company_name":"Focus Partners Wealth","first_published":"2026-05-26T15:19:07-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;As a Research Analyst, you will be an integral member of the Manager Research team within the Investment Department, responsible for sourcing, evaluating, and monitoring investment managers, as well as conducting research that informs investment decisions and client communications. This role requires analysis across a broad range of investment strategies, asset classes, and geographies, with a focus on generating actionable insights and supporting portfolio construction and oversight.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Source, evaluate, and conduct due diligence on investment managers across asset classes\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Identify and research emerging investment opportunities and thematic initiatives to inform investment strategy and client communications\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Develop and enhance qualitative and quantitative manager research reports\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Leverage analytical platforms to monitor portfolio exposures, characteristics, and risks, including scenario and stress-test analysis\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Perform cross-asset portfolio analysis to assess performance, monitor risk, and identify optimization opportunities\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Maintain and enhance the investment manager database, ensuring data accuracy and seamless integration across systems\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Improve analytics workflows through automation and process enhancements\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Produce formal research reports and quarterly manager updates\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Communicate investment insights clearly and effectively, both verbally and in writing, to investment committee\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;2+ years of relevant investment research experience (e.g., endowment \u0026amp;amp; foundation, OCIO, RIA/Family Office or as a principal investor), with a focus on active manager due diligence\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245417\u0026amp;quot;:false,\u0026amp;quot;335559738\u0026amp;quot;:46,\u0026amp;quot;469777462\u0026amp;quot;:[852,853],\u0026amp;quot;469777927\u0026amp;quot;:[0,0],\u0026amp;quot;469777928\u0026amp;quot;:[1,1]}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;Education/Training\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;335551550\u0026amp;quot;:6,\u0026amp;quot;335551620\u0026amp;quot;:6}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;B.S. Accounting, Economics, Engineering, Finance, or Math\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot; data-leveltext=\u0026quot;\u0026quot; data-font=\u0026quot;Symbol\u0026quot; data-listid=\u0026quot;3\u0026quot; data-list-defn-props=\u0026quot;{\u0026amp;quot;335552541\u0026amp;quot;:1,\u0026amp;quot;335559685\u0026amp;quot;:720,\u0026amp;quot;335559991\u0026amp;quot;:360,\u0026amp;quot;469769226\u0026amp;quot;:\u0026amp;quot;Symbol\u0026amp;quot;,\u0026amp;quot;469769242\u0026amp;quot;:[8226],\u0026amp;quot;469777803\u0026amp;quot;:\u0026amp;quot;left\u0026amp;quot;,\u0026amp;quot;469777804\u0026amp;quot;:\u0026amp;quot;\u0026amp;quot;,\u0026amp;quot;469777815\u0026amp;quot;:\u0026amp;quot;hybridMultilevel\u0026amp;quot;}\u0026quot; data-aria-posinset=\u0026quot;2\u0026quot; data-aria-level=\u0026quot;1\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Interest in pursuing CFA Charter (or comparable certifying exam) preferred\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-contrast=\u0026quot;none\u0026quot;\u0026gt;\u0026lt;span data-ccp-parastyle=\u0026quot;heading 3\u0026quot;\u0026gt;Knowledge, Skills, and Abilities\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{\u0026amp;quot;134245418\u0026amp;quot;:true,\u0026amp;quot;335559737\u0026amp;quot;:-36}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Proficiency in Microsoft Office and financial databases (e.g., Bloomberg, Morningstar, Bipsync, FactSet)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Coding or data analytics experience is a strong plus\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Solid understanding of qualitative and quantitative investment principles\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Strong written and verbal communication skills, with the ability to translate complex ideas clearly\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This position is an Exempt position. The annualized base pay range for this role is expected to be between $100,000 - $150,000/year. 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\u0026#39;s skill set.\u0026amp;nbsp; The base pay is just one component of the total compensation package for employees.\u0026amp;nbsp; Other rewards may include an annual cash bonus and a comprehensive benefits package.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CB1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037548004,"name":"Investment Group","child_ids":[],"parent_id":null}],"offices":[{"id":4066945004,"name":"Chicago, IL","location":"Illinois, United States","child_ids":[],"parent_id":null},{"id":4074693004,"name":"Deerfield, IL","location":"Deerfield, Illinois, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/6003086004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5157818004,"location":{"name":"St. Louis, MO"},"metadata":null,"id":6003086004,"updated_at":"2026-05-21T16:58:53-04:00","requisition_id":"754","title":"Retirement Solutions Specialist ","company_name":"Focus Partners Wealth","first_published":"2026-05-21T16:58:53-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The Retirement Solutions Specialist (RSS) is a highly capable, detail-oriented professional who plays a central role in the delivery and execution of Retirement Solutions operations. This position partners closely with the Retirement Operations Manager, Billing and Reporting Lead, Director, and broader team to ensure the efficient management of client service, system processes, and platform operations.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;The RSS serves as a key contributor to the successful onboarding, maintenance, and servicing of retirement plans and associated accounts. This individual ensures timely, accurate communication across internal and external stakeholders while proactively addressing advisor, client, and team needs.\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;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.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Serve as a key point of contact for operational and service-related inquiries\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Support Retirement Plan Consultants (RPCs) and Advisors (RPAs) in servicing plan sponsors and participants\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Coordinate communication across advisors, clients, recordkeepers, and internal teams\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Manage team workflows, including shared inboxes and incoming requests, to meet service standards\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Oversee onboarding, conversion, and maintenance of retirement plan accounts\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Maintain accurate data across systems and ensure alignment between platforms\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Produce and distribute reporting while supporting billing processes and data accuracy\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Partner with internal teams and external vendors to resolve issues and improve service delivery\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Research, troubleshoot, and resolve operational challenges with a solutions-oriented approach\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Identify and implement process improvements, contributing to efficiency and scalability\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Lead or support projects, training efforts, and team initiatives while maintaining internal resources\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;Qualifications:\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li\u0026gt;Bachelor’s degree\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;1+ years of professional administrative experience, financial services preferred\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Proficiency in Microsoft Office and Windows-based systems\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;li\u0026gt;Experience with CRM platforms, preferably Salesforce\u0026amp;nbsp;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;This position is a non-exempt position. The annualized base pay range for this role is expected to be between $53,000-$57,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-SA1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4135627004,"name":"Retirement Solutions","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5812768004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5056473004,"location":{"name":"Boston, MA"},"metadata":null,"id":5812768004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"559","title":"Senior Associate Wealth Advisor","company_name":"Focus Partners Wealth","first_published":"2026-02-25T11:14:22-05:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking a Senior Associate Wealth Advisor to join our team! The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients\u0026#39; goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;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 days per week, or as assigned by their team leader.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Create, edit, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Lead the development of financial planning recommendations to clients\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Identify advanced planning opportunities and develop internal best practices\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Ability to model and resolve complex financial questions and client situations\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Serve as primary advisor for a select number of clients\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Manage individual and team prospect pipeline, including the onboarding of new clients\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Ability to business develop independently and, in a team environment\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Develops a mastery of Focus Partners Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Mastery of technology stack offered, including CRM system and custodian websites\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Create holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Ability to independently lead daily client communications and interactions\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Diligent recording of client communication and information within client relationship platform\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Resource and collaboration with other Associate Wealth Advisors (AWAs)\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Complete client billing reviews and ensure compliance for the advisory team\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Engage in advisory team business planning efforts and actively support the firm’s strategic priorities\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Independently interact and communicate with clients through emails, calls, and client presentations\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Bachelor’s Degree\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;5+ years of financial service experience\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;CFP or equivalent (ChFC or CPA + PFS) required\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Proven experience in financial analysis, modeling, and strategic planning\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Strong understanding of investment strategies, risk management, tax planning, and estate planning\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Excellent analytical skills and attention to detail\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Strong interpersonal skills: with the ability to explain complex financial concepts to clients\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Team-orientated approach\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Knowledge of financial industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Experience in managing prospect pipelines and onboarding new clients\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Business development skillset\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;• \u0026amp;nbsp; \u0026amp;nbsp;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Senior Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $80,000 - $140,000/year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-CH1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5991695004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5152189004,"location":{"name":"Boston, MA"},"metadata":null,"id":5991695004,"updated_at":"2026-06-01T13:02:31-04:00","requisition_id":"727","title":"Senior Investment Strategist","company_name":"Focus Partners Wealth","first_published":"2026-05-08T11:03:46-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The Senior Investment Strategist partners with advisors, clients, and prospects to provide confidence, clarity, and insight regarding Focus’s investment philosophy, solutions, and market perspectives. They develop and maintain deep expertise in Focus’s investment platform to support advisors in constructing personalized portfolios aligned with client needs and objectives. They create clear, compelling collateral that articulates the value of Focus’s investment offering and equips advisors to apply it effectively in client portfolios. They engage directly with clients and prospects to discuss portfolio positioning and market conditions, increasing client confidence and driving business growth.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Primary Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Build relationships with advisors as an extension of their advisory team to provide investment strategy and proposal support\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serve as investment strategy subject matter-expert in meetings with clients and/or advisors including providing commentary on current market trends\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Work closely with Manager Research, Proprietary Strategies, and Marketing to create and maintain educational content on Focus investment strategies\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Serve as deeper educational resource expert in multiple investment strategy areas\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Present Investment Strategy related topics at firm and industry events\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Execute on special projects as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Qualifications\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Bachelors Degree in Accounting, Economics, Engineering, Finance, Math, or related field\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;7+ years of work experience in an investment-related, communications, or technical positions\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to work effectively as a team player and collaboratively across disciplines\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Skilled at building trust and respect of colleagues and clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excel in a fast-paced environment with the ability to balance multiple demands with a high attention to detail\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Comprehensive understanding of public and private markets, portfolio design, complex investment vehicles, and investment models\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Demonstrated professionalism, integrity, a high degree of ethics and maintain confidentiality\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to effectively interface with advisors, clients and prospects in group and one-on-one settings\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to offer succinct, value-added recommendations, exercise sound judgment, and make effective decisions with sometimes incomplete information\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to take initiative and work independently\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Excellent verbal and written communication skills particularly with regards to conveying technical investment approaches\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Knowledge of global investment market conditions and trends\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;Ability to speak to groups, in public or via electronic media\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;This position is an Exempt position. The annualized base pay range for this role is expected to be $140,000 - $160,000 per year. 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\u0026#39;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;#LI-KP1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094005004,"name":"Investment Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4023698004,"name":"Boston, MA","location":"Boston, Massachusetts, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5989089004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5150783004,"location":{"name":"New York, NY"},"metadata":null,"id":5989089004,"updated_at":"2026-06-03T12:59:19-04:00","requisition_id":"714","title":"Senior Strategic Initiatives Specialist ","company_name":"Focus Partners Wealth","first_published":"2026-05-05T17:02:42-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The Strategic Initiatives department is looking for a Senior Strategic Initiatives Specialist to join their team. The Strategic Initiatives Analyst is a high-impact, high-visibility role on Focus Financial Partners’ Strategic Initiatives team — a small, senior team that functions as an internal strategy and transformation group for the firm. This role leads a great deal of analytical and presentation work for the team to ensure we meet our business priorities. They are ready to trade deal-by-deal or engagement-by-engagement work for something with broader scope: supporting the highest-priority strategic initiatives at Focus, working directly with executive leadership, and doing the work that makes complex cross-functional decisions actually happen.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Program \u0026amp;amp; Project Execution\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Own individual workstreams within the AI Strategy Program and other cross-functional initiatives — structure the work, drive to decisions, and deliver outputs on timeline.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Build and maintain the operating infrastructure for complex projects: project trackers, decision logs, risk registers, governance frameworks, and meeting rhythms.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Triage incoming requests and competing priorities across the team’s portfolio; keep the team’s attention on the highest-leverage work.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Analysis \u0026amp;amp; Modeling\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Build financial models, business cases, and ROI frameworks to support strategic decisions — clean, accurate, and built to be used, not just filed.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Conduct competitive intelligence and market research; synthesize findings into executive-ready summaries and recommendations.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support initiative tracking and KPI dashboards that connect strategic priorities to measurable outcomes.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Communication \u0026amp;amp; Influence\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Prepare board materials, executive presentations, and governance committee deliverables; own the quality of the narrative and the numbers.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Represent the Strategic Initiatives team in cross-functional meetings; keep stakeholders aligned and accountable without positional authority.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Translate complex, ambiguous situations into crisp problem statements and structured options for senior decision-makers.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;AI Strategy Program Support\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Support the execution of Focus’s enterprise AI strategy, including vendor evaluations, use case intake process, governance committee operations, and pilot program management.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Help develop and maintain the AI program’s knowledge base, intake forms, risk frameworks, and operating cadences.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as a credible, hands-on user of AI tools; bring practical experience to conversations about where and how AI creates value at Focus.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor’s degree in business, finance, economics or related discipline required, MBA or CFA in progress or completed preferred\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;3+ years of experience in investment banking, private equity, management consulting, or corporate strategy at a financial services firm.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Demonstrated ability to build and own structured work products — models, memos, slide decks — independently and under time pressure.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience working in fast-paced environments with multiple concurrent priorities and senior stakeholder exposure.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Exceptional financial modeling and Excel skills — builds from scratch, not template-dependent.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong structured communication skills: can write a one-pager, build a five-slide deck, or lead a working session with equal command.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Intellectually curious and comfortable operating in ambiguity; doesn’t wait to be told what the answer should be.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;High personal accountability — owns their output, fixes their mistakes, and doesn’t let things fall through the cracks.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Collaborative by instinct but comfortable working independently; can operate with minimal supervision on defined workstreams.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Familiarity with AI productivity tools (Claude, Notion AI, Copilot, etc.) and a willingness to be an early adopter. Experience building with AI is a plus but not required.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This position is an exempt position. The annualized base pay range for this role is expected to be $125,000 per year. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;#LI-KP1\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4108413004,"name":"Corporate Strategy \u0026 Transformation","child_ids":[],"parent_id":null}],"offices":[{"id":4023699004,"name":"New York, NY","location":"New York, New York, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5994258004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5153621004,"location":{"name":"Remote"},"metadata":null,"id":5994258004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"731","title":"Senior Tax Associate","company_name":"Focus Partners Wealth","first_published":"2026-05-12T09:14:34-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Position Summary\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Focus Partners Wealth is seeking a Senior Tax Associate to assist the firm’s Tax Manager in providing a broad range of tax planning and compliance support to FWP\u0026#39;s clients and to the business management division of the company.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Primary Responsibilities\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Tax planning and preparation for high-net-worth individuals and their related entities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Performing first reviews on certain individual and fiduciary returns.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Ensuring compliance with all federal and state filing requirements on behalf of clients.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Acting as a resource to business management teams for tax planning, tax research, and ongoing education of tax-related developments.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Assisting Tax Managers with regularly educating permanent and seasonal tax preparation staff.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assisting with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.\u0026lt;br\u0026gt;\u0026lt;br\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;A Bachelor’s degree in Finance or Accounting with 3+ years’ relevant experience.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;A demonstrated focus on preparing individual, fiduciary, partnership and S-corp tax returns with a primary focus on high-net-worth individuals and families.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Superb written and verbal communication skills;\u0026amp;nbsp;strong problem solving, technology, communication and organizational skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Ability to work individually and in a team atmosphere.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;The willingness and ability to work additional hours, as needed, during busy season.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Preferred qualifications\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;CPA, CPA candidate or EA granting the ability to represent clients before the IRS.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;Experience preparing multi-state returns.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: small; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Experience with ProSystem fx® Tax, CCH Axcess, CCH Workflow, Engagement and BNA Income Tax™ Planner\u0026lt;/span\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: small; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The annualized base pay range for this role is expected to be \u0026lt;span style=\u0026quot;font-size: small; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;$90,000-$105,000. 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\u0026#39;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.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: small; font-family: arial, helvetica, sans-serif;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;#LI-AH1\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094006004,"name":"Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4066946004,"name":"Remote","location":"Remote","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5592939004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":4955366004,"location":{"name":"Remote"},"metadata":null,"id":5592939004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"148","title":"Tax Manager","company_name":"Focus Partners Wealth","first_published":"2025-08-01T09:59:41-04:00","language":"en","application_deadline":null,"content":"\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The individual selected for this opportunity will play an integral part of the Tax Advisory team and is responsible for the day-to-day activities, essentially acting as an expediter for all tax activities. In addition, this position will be responsible for managing, coordinating, and supporting the overall tax efforts for the firm to ensure we are meeting firm goals.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Tax planning and preparation for high-net-worth individuals and their related entities;\u0026amp;nbsp;including extensions.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Ensuring compliance with all federal and state filing requirements on behalf of clients.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Performing technical research to address complex tax issues with the support of a team.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Analyzing client information and working collaboratively with advisors to offer recommendations for reducing client tax liabilities.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Ensuring top quality client service in collaboration with the wealth management offering.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Communicating effectively with advisors and their clients in a timely and professional manner.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Effectively solving problems and resolving issues for clients and their advisors.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Acting as a resource to wealth management teams for tax planning, tax research, and ongoing education of tax-related developments.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Assisting the Director of Tax Services with regularly educating permanent and seasonal tax preparation staff.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Assisting the Director of Tax Services with communicating relevant tax developments to clients through newsletters, social media, and/or other communications.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A CPA, EA or JD with a minimum of 5+ years’ relevant experience.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;A demonstrated focus on preparing individual and fiduciary tax returns with a primary focus on high-net-worth individuals and families.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Superb written and verbal communication skills.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Proficiency in Microsoft Office applications, including Excel, and proven ability to learn other technology.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Notable attention to detail, self-initiated follow-through, and outstanding time management and organizational skills; and\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Ability to work individually and in a team atmosphere.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The willingness and ability to work additional hours, as needed, during busy season.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;The position prefers:\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Experience preparing\u0026amp;nbsp;high-net-worth individual, business, partnership, foundation, and gift tax returns.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Experience with ProSystem fx® Tax,\u0026amp;nbsp;CCH Axcess, and BNA Income Tax™ Planner.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;Big Four” or large regional accounting firm experience.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-family: helvetica, arial, sans-serif; font-size: 12pt;\u0026quot;\u0026gt;This position is an Exempt role. The annualized base pay range for this role is expected to be between $110,000-$130,000/yr. 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\u0026#39;s skill set.\u0026amp;nbsp;\u0026amp;nbsp;The base pay is just one component of the total compensation package for employees. Other rewards may include an annual bonus and a comprehensive benefits package.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026amp;nbsp;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094006004,"name":"Tax","child_ids":[],"parent_id":null}],"offices":[{"id":4066946004,"name":"Remote","location":"Remote","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5995680004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5154727004,"location":{"name":"Omaha, NE"},"metadata":null,"id":5995680004,"updated_at":"2026-05-20T14:58:08-04:00","requisition_id":"739","title":"Wealth Advisor ","company_name":"Focus Partners Wealth","first_published":"2026-05-14T16:00:54-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong data-olk-copy-source=\u0026quot;MessageBody\u0026quot;\u0026gt;Position Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients’ needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling clients’ financial goals. They do this by first listening to and understanding each client’s unique complexities and desires, before acting. The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development. They will initiate conversations and coordinate action plans in all aspects of a client’s financial life including goals-based planning, taxation, estate planning, and retirement.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Primary Responsibilities\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Leadership\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Actively partner with Advisory Leadership team in setting, executing, and evolution of the advisory team’s business plan.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Have both a tactical (short term) and strategic (long term) approach to team development and growth\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Establishes the optimal client experience and collaborates with team members to ensure the highest level of service\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Provides feedback and opportunities for development of Associate Wealth Advisors\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Takes ownership and accountability for client issues that arise\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Leads by example and actively participates in firm initiatives and carries forth the core values of the firm\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Client Experience\u0026amp;nbsp;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Serve as Primary advisor on 50%+ of client relationships\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proficient in all areas of planning and implementing financial plans for clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develops a mastery of Focus Partner Wealth’s (FPW) investment philosophy\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Active utilization of FPW’s client experience framework\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Conducts Client Discovery and Wealth Planning Conversations\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Identify advanced planning opportunities and develop internal best practices\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Create, edit, and present financial plans through planning software\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Create a holistic investment strategy for each client, monitor risk tolerance over time as needed\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Partner with the Portfolio Management team to approve \u0026amp;amp; execute portfolios, trade recommendations, tax loss harvesting, etc.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Assist with client billing reviews to ensure fees are collected in a timely manner\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Consistently document client interactions and manage follow-up using the client relationship management (CRM) platform.\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;The ability to meet with clients in person. Some travel may be required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Business Development\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Consistently meets and exceeds revenue and growth goals\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Develops multiple Centers of Influences which are active client referral sources\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Ability to develop new business independently and in a team environment\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Manage individual and team prospect pipeline, including the onboarding of new clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;ul type=\u0026quot;disc\u0026quot;\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Bachelor\u0026#39;s Degree\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;7+ years of advisory experience in the wealth management industry\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;CFP® or equivalent (ChFC or CPA + PFS) required\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;Proven Business Development Skillset\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026amp;nbsp;Mastery of investment strategies, risk management, tax planning, and estate planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Proven experience in financial analysis, modeling, and strategic planning\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Team-oriented approach\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Knowledge of financial services industry, financial products, and financial planning concepts\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Clean U4\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;This is an exempt position. The annualized base pay for this role is expected to be $125,000 - $145,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;/div\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4094004004,"name":"Wealth Management ","child_ids":[],"parent_id":null}],"offices":[{"id":4103143004,"name":"Omaha, NE","location":"Omaha, Nebraska, United States","child_ids":[],"parent_id":null}]},{"absolute_url":"https://job-boards.greenhouse.io/focuspartnerswealth/jobs/5995659004","data_compliance":[{"type":"gdpr","requires_consent":false,"requires_processing_consent":false,"requires_retention_consent":false,"retention_period":null,"demographic_data_consent_applies":false}],"internal_job_id":5154713004,"location":{"name":"St. Louis"},"metadata":null,"id":5995659004,"updated_at":"2026-06-03T12:29:07-04:00","requisition_id":"737","title":"Workplace Services Specialist","company_name":"Focus Partners Wealth","first_published":"2026-05-14T14:26:44-04:00","language":"en","application_deadline":null,"content":"\u0026lt;div\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong data-olk-copy-source=\u0026quot;MailCompose\u0026quot;\u0026gt;Job Summary\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW149995714 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW149995714 BCX8\u0026quot;\u0026gt;We are seeking a detail-oriented and service-focused Workplace Services Specialist to support facilities operations and ServiceNow request management for the Workplace Services team in our St. Louis office. This role helps maintain a safe, functional, and well-supported workplace by managing facility-related requests, coordinating with vendors and internal partners, supporting office readiness, and documenting processes that improve service delivery. The ideal candidate is highly organized, proactive, and comfortable balancing day-to-day operational support with process improvement and administrative coordination.\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW149995714 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026amp;nbsp;\u0026lt;/div\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Key Responsibilities\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Monitor, triage, and manage incoming service desk requests through ServiceNow\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Provide first-level support for workplace services requests, including office maintenance, employee support needs, space-related issues, and general facilities concerns\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span data-contrast=\u0026quot;auto\u0026quot;\u0026gt;Coordinate with internal teams, building management, and external vendors to ensure timely resolution of service requests and incidents\u0026lt;/span\u0026gt;\u0026lt;span data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW259376296 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW259376296 BCX8\u0026quot;\u0026gt;Track requests through completion, escalate issues when needed, and help ensure service levels are met\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW259376296 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW81302115 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW81302115 BCX8\u0026quot;\u0026gt;Support daily office readiness by helping maintain shared spaces, supplies, amenities, and overall workplace functionality\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW81302115 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW127376226 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW127376226 BCX8\u0026quot;\u0026gt;Assist with facilities-related administrative tasks, scheduling, communications, and follow-up activities\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW127376226 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW106727111 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW106727111 BCX8\u0026quot;\u0026gt;Support vendor coordination for services such as maintenance, repairs, deliveries, and other workplace operational needs\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW106727111 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW182614238 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW182614238 BCX8\u0026quot;\u0026gt;Help document and maintain workplace services processes, workflows, and standard operating procedures\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW182614238 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW188565654 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW188565654 BCX8\u0026quot;\u0026gt;Create and update clear, user-friendly documentation and knowledge resources for workplace services activities\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW188565654 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW129344058 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW129344058 BCX8\u0026quot;\u0026gt;Assist with data collection, reporting, and tracking related to ticket volume, resolution trends, service levels, and operational activities\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW129344058 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW74419274 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW74419274 BCX8\u0026quot;\u0026gt;Identify recurring workplace or facilities issues and recommend process improvements to enhance service delivery and employee experience\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW74419274 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW260624504 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW260624504 BCX8\u0026quot;\u0026gt;Support special projects related to workplace operations, office moves, space changes, service improvements, and team initiatives\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW260624504 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW155085596 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW155085596 BCX8\u0026quot;\u0026gt;Maintain\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW155085596 BCX8\u0026quot;\u0026gt;a professional\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW155085596 BCX8\u0026quot;\u0026gt;, responsive, and customer-focused experience for employees, guests, and internal partners\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW155085596 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Required Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Associate’s or Bachelor’s degree in Business, Information Systems, Operations, or a related field (or equivalent experience)\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;1+ years of experience in a service desk, operations, or administrative support role\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW256496659 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW256496659 BCX8\u0026quot;\u0026gt;Experience working with ServiceNow or a similar ticketing or service management platform\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW256496659 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW117818228 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW117818228 BCX8\u0026quot;\u0026gt;Strong organizational skills with the ability to manage multiple requests, priorities, and follow-up actions in a fast-paced environment\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW117818228 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW245539383 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW245539383 BCX8\u0026quot;\u0026gt;Experience documenting processes, workflows, and standard operating procedures\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW245539383 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW239655557 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW239655557 BCX8\u0026quot;\u0026gt;Excellent written and verbal communication skills with\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW239655557 BCX8\u0026quot;\u0026gt;a strong\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW239655557 BCX8\u0026quot;\u0026gt;\u0026amp;nbsp;customer service orientation\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW239655557 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW241101952 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW241101952 BCX8\u0026quot;\u0026gt;Ability to work effectively with employees, vendors, and cross-functional partners\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW241101952 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;div\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;Preferred Qualifications\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/div\u0026gt;\n\u0026lt;ul\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW227651661 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW227651661 BCX8\u0026quot;\u0026gt;Experience supporting Workplace Services, Facilities, Real Estate, or Office Operations teams\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW227651661 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW242105939 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW242105939 BCX8\u0026quot;\u0026gt;Familiarity with facilities request management, vendor coordination, and workplace operations processes\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW242105939 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW101877429 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW101877429 BCX8\u0026quot;\u0026gt;Experience tracking service metrics, SLAs, and operational reporting\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW101877429 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW91284406 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW91284406 BCX8\u0026quot;\u0026gt;Knowledge of office moves, space planning support, or workplace readiness activities\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW91284406 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;li style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;TextRun SCXW114383523 BCX8\u0026quot; lang=\u0026quot;EN-US\u0026quot; data-contrast=\u0026quot;auto\u0026quot;\u0026gt;\u0026lt;span class=\u0026quot;NormalTextRun SCXW114383523 BCX8\u0026quot;\u0026gt;Proficiency in Microsoft Office, including Outlook, Excel, and Teams\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;span class=\u0026quot;EOP Selected SCXW114383523 BCX8\u0026quot; data-ccp-props=\u0026quot;{}\u0026quot;\u0026gt;\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/li\u0026gt;\n\u0026lt;/ul\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;This position is an non-exempt position. The annualized base pay range for this role is expected to be between $60,000-$70,000 base salary compensation range. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt; font-family: helvetica, arial, sans-serif;\u0026quot;\u0026gt;#LI-CB1\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;div class=\u0026quot;content-conclusion\u0026quot;\u0026gt;\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit\u0026amp;nbsp;\u0026lt;a href=\u0026quot;https://www.focuspartners.com/\u0026quot;\u0026gt;focuspartners.com\u0026lt;/a\u0026gt; or follow the company on \u0026lt;a href=\u0026quot;https://www.linkedin.com/company/focuspartnerswealth\u0026quot;\u0026gt;LinkedIn\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 12pt;\u0026quot;\u0026gt;Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact \u0026lt;a href=\u0026quot;mailto:careers@focuspartners.com\u0026quot;\u0026gt;careers@focuspartners.com\u0026lt;/a\u0026gt;.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Indiana Applicants: \u0026lt;/strong\u0026gt;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.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Maryland Applicants: \u0026lt;/strong\u0026gt;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.\u0026amp;nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For California Applicants: \u0026lt;/strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt;Information on your California privacy rights can be found\u0026lt;/span\u0026gt;\u0026lt;strong\u0026gt;\u0026lt;span data-teams=\u0026quot;true\u0026quot;\u0026gt; \u0026lt;a id=\u0026quot;menur4dt\u0026quot; class=\u0026quot;fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn\u0026quot; href=\u0026quot;https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249\u0026quot; target=\u0026quot;_blank\u0026quot;\u0026gt;here\u0026lt;/a\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Massachusetts Applicants:\u0026lt;/strong\u0026gt; It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.\u0026amp;nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.\u0026amp;nbsp;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Montana Applicants: \u0026lt;/strong\u0026gt;If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.\u0026lt;strong\u0026gt; \u0026lt;/strong\u0026gt;\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\n\u0026lt;p\u0026gt;\u0026lt;span style=\u0026quot;font-size: 8pt;\u0026quot;\u0026gt;\u0026lt;strong\u0026gt;For Rhode Island Applicants:\u0026lt;/strong\u0026gt; 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.\u0026amp;nbsp; The Company complies fully with the Americans with Disabilities Act.\u0026lt;/span\u0026gt;\u0026lt;/p\u0026gt;\u0026lt;/div\u0026gt;","departments":[{"id":4037547004,"name":"Operations \u0026 Analytics","child_ids":[],"parent_id":null}],"offices":[{"id":4066944004,"name":"St. Louis, MO","location":"Missouri, United States","child_ids":[],"parent_id":null}]}],"meta":{"total":47}}