Focus Partners Wealth
Open roles at Focus Partners Wealth
Est. 100,000 USD
Position Summary The Integration Advisor plays a critical role in guiding new Focus Partners Wealth offices through the integration and advisor training process, serving as a primary relationship lead and trusted resourc…
Est. 107,500 USD
Position Summary The Client Service Training Manager leads the enterprise Client Service training strategy, designing scalable onboarding, learning programs, and role-based development that enable the consistent adoption…
Est. 75,000 USD
Position Summary Focus Partners Wealth is seeking an Alternatives Associate to will work closely with the firm’s Wealth Management Team. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid m…
Est. 67,500 USD
Alternative Investment Reporting Associate The Alternative Investment Reporting Associate performs a series of processes to ensure data accuracy across multiple systems. This role is critical to the firm's client reporti…
Est. 55,000 USD
Position Summary The Advisor Platform Specialist serves as a primary liaison between Focus advisory teams and key WealthTech platform support teams, including portfolio accounting, financial planning, and client engageme…
Est. 72,250 USD
Please note that while this position is remote, qualified candidates should be located in the Pacific Time Zone. Primary Responsibilities Deliver accurate and timely service daily to advisors and clients with a “one cont…