Jobs at Focus Partners Wealth

Support Wealth Advisors by developing and presenting financial plans, implementing retirement, tax, estate, risk, and investment strategies, monitoring portfolios, executing trades with Portfolio Management, managing client communications and CRM records, performing billing reviews, and participating in team business planning. Hybrid role with some in-person client meetings.

The Associate Wealth Advisor collaborates with Wealth Advisors to create personalized wealth strategies, manage client relationships, and ensure compliance with financial planning processes.

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.

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

The Associate Wealth Advisor collaborates with advisors to manage client relationships, assist in financial planning, and coordinate investment strategies.

The Performance Marketing Manager executes and optimizes paid digital acquisition campaigns, manages budgets, collaborates with agencies, and monitors campaign performance to generate investor leads.

Support Wealth Advisors by building and presenting financial plans, implementing retirement, tax, estate, insurance, and investment strategies, executing trades and tax-loss harvesting with Portfolio Management, maintaining CRM records, leading client communications, performing billing reviews, and contributing to firm planning and strategic priorities. Remote role with some in-person meetings required.