Focus Partners Wealth

HQ
Clayton
1,237 Total Employees

Focus Partners Wealth Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers supplemental life insurance

Offers disability insurance

Offers charitable contribution matching

Offers accidental death & dismemberment insurance

Offers dental insurance

Offers health insurance

Offers Health Savings Account (HSA)

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers dependent care

Provides family medical leave

Offers generous parental leave

Offers performance bonuses

Company Culture

Provides commuter benefits

Offers a remote work program

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid sick days

Provides military leave

Provides paid holidays

Provides bereavement leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

6 Days AgoSaved
In-Office
2 Locations
Business Intelligence • Financial Services
The Associate Wealth Advisor supports Wealth Advisors in financial planning, client communication, and strategy implementation in areas like retirement and investment.
9 Days AgoSaved
In-Office
2 Locations
Business Intelligence • Financial Services
The Associate Wealth Advisor collaborates with Wealth Advisors to create personalized wealth strategies, manage client relationships, and ensure compliance with financial planning processes.
11 Days AgoSaved
In-Office
San Francisco, CA, USA
Business Intelligence • Financial Services
Partner with Wealth Advisors to develop and present comprehensive financial plans, implement retirement, tax, estate, insurance, and investment strategies, manage client relationships, execute portfolio trades and tax loss harvesting, maintain CRM records, support billing and compliance, and lead select client engagements and business development efforts.