Teams 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.