Jobs at Focus Partners Wealth

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.

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.

The Research Analyst will source and evaluate investment managers, conduct research to support investment decision-making, and produce reports on portfolio performance and risks.

Support Wealth Advisors by creating and presenting financial plans, implementing retirement, tax, estate, insurance, and investment strategies, monitoring portfolios and risk, executing trades with the portfolio team, managing client communications and CRM records, handling billing and compliance, and contributing to firm business planning. Some in-person meetings and travel required.

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.

The Marketing Coordinator facilitates execution of marketing initiatives, manages workflows, tracks performance metrics, and supports business development efforts through collaboration and process optimization.