Teams at Focus Financial Partners

Support Wealth Advisors by developing and presenting financial plans, implementing retirement, tax, estate, risk, and investment strategies, executing trades and tax-loss harvesting 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 and occasional travel.

Support Wealth Advisors in building and implementing holistic financial plans covering retirement, tax, estate, risk, and investments. Manage client communications, maintain CRM records, collaborate with portfolio management on trades and tax loss harvesting, lead select client relationships, and contribute to business planning and advisory team operations.

The Research Analyst will evaluate investment managers, conduct research, produce reports, and communicate insights to inform investment strategies.