Focus Partners Wealth

HQ
Saint Louis
1,237 Total Employees
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Focus Partners Wealth Benefits Overview

Compensation + BenefitsCompany CultureWork-Life Balance + WellbeingCareer Growth + Development

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

Recently posted jobs

See all jobs at Focus Partners Wealth
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Focus Partners Wealth

Associate Wealth Advisor

10 Hours AgoSaved
In-Office
Chicago, IL, USA
Business Intelligence • Financial Services
Support Wealth Advisors by developing and presenting financial plans, executing investment and tax strategies, managing client communications, recording client activity in CRM, and collaborating with portfolio management to approve trades and tax-loss harvesting. Participate in advisory business planning and ensure compliance and billing reviews. Hybrid role requiring some in-person client meetings.
Focus Partners Wealth Logo
Focus Partners Wealth

Associate Wealth Advisor

6 Days AgoSaved
In-Office
Chicago, IL, USA
Business Intelligence • Financial Services
Partner with Wealth Advisors to create and present comprehensive financial plans, develop investment strategies, manage client relationships, execute trades and tax-loss harvesting, lead client communications, perform billing reviews, and support business development and firm initiatives.
Focus Partners Wealth Logo
Focus Partners Wealth

Research Analyst

8 Days AgoSaved
In-Office
Chicago, IL, USA
Business Intelligence • Financial Services
The Research Analyst will source and evaluate investment managers, conduct research to support investment decision-making, and produce reports on portfolio performance and risks.
see all jobs at Focus Partners Wealth