Company · 49 open roles
Careers at Focus Financial Partners
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49 positions at Focus Financial Partners
Associate Wealth Advisor
Focus Financial Partners·Chicago, Illinois, United States
Associate Wealth Advisor at Focus Financial Partners. Location: Chicago, Illinois, United States. Role: developing plans, executing trades, managing clients Requirements: Bachelor's degree required. Series 65 (or equivalent) within 120 days. 2+ years financial services experience…
Associate Wealth Advisor
Focus Financial Partners·United States
Associate Wealth Advisor at Focus Financial Partners. Location: United States. Role: developing plans, presenting plans, leading communications Requirements: Bachelor’s degree required, Series 65 (or equivalent within 120 days), 2+ years financial services experience, clean U4, p…
Director, Investment Strategy
Focus Financial Partners·Boston or Chicago or St. Louis
Director, Investment Strategy at Focus Financial Partners. Location: Boston or Chicago or St. Louis. Role: leading integrations, managing migrations, educating advisors Requirements: Bachelor's in a related field, 15+ years investment-related experience, experience with trading/r…
Tax Staff Accountant
Focus Financial Partners·Nashville, Tennessee, United States
Tax Staff Accountant at Focus Financial Partners. Location: Nashville, Tennessee, United States. Role: preparing returns, reviewing ledger, performing research Requirements: Bachelor's degree required, 1+ years tax return preparation experience (3+ preferred), proficiency with Mi…
Senior Tax Staff Accountant
Focus Financial Partners·Encino, California, United States
Senior Tax Staff Accountant at Focus Financial Partners. Location: Encino, California, United States. Role: preparing returns, performing research, reviewing returns Requirements: 4+ years preparing/reviewing individual, corporate, partnership, trust, and exempt organization tax …
Senior Tax Staff Accountant
Focus Financial Partners·Encino or White Plains or Los Angeles or New York City or Nashville or San Rafael or Wilmington or London
Senior Tax Staff Accountant at Focus Financial Partners. Location: Encino or White Plains or Los Angeles or New York City or Nashville or San Rafael or Wilmington or London. Role: preparing returns, performing research, reviewing reports Requirements: 4+ years preparing/reviewing…
Tax Staff Accountant
Focus Financial Partners·White Plains, New York, United States
Tax Staff Accountant at Focus Financial Partners. Location: White Plains, New York, United States. Role: preparing taxes, researching tax, preparing reports Requirements: Bachelor's degree required; 1+ years preparing/reviewing individual, corporate, partnership, and trust tax re…
Client Service Associate
Focus Financial Partners·Needham, Massachusetts, United States
Client Service Associate at Focus Financial Partners. Location: Needham, Massachusetts, United States. Role: supporting advisors, managing requests, serving clients Requirements: Bachelor's degree with 1+ years relevant experience, strong written/verbal communication, Microsoft O…
Client Service Specialist
Focus Financial Partners·Needham, Massachusetts, United States
Client Service Specialist at Focus Financial Partners. Location: Needham, Massachusetts, United States. Role: delivering service, managing requests, resolving issues Requirements: 3+ years RIA industry client-facing service experience with custodians (Charles Schwab, Fidelity, Pe…
Wealth Manager
Focus Financial Partners·Seattle, Washington, United States
Wealth Manager at Focus Financial Partners. Location: Seattle, Washington, United States. Role: researching stocks, managing portfolios, advising clients Requirements: Deliver exceptional client service, manage client investment portfolios, perform equity research and stock recom…
Accountant
Focus Financial Partners·Brisbane or Sydney or Melbourne
Accountant at Focus Financial Partners. Location: Brisbane or Sydney or Melbourne. Role: processing invoices, reconciling accounts, managing receivables Requirements: Bachelor's in accounting, 2+ years finance/accounts experience, familiarity with AP/AR and bank reconciliations, …
Business Analyst
Focus Financial Partners·Boston or St. Louis
Business Analyst at Focus Financial Partners. Location: Boston or St. Louis. Role: gather requirements, document specifications, lead testing Requirements: Bachelor’s degree; 2+ years in business analysis; financial services/wealth management experience preferred; strong communic…
Research Analyst
Focus Financial Partners·Chicago or Deerfield
Research Analyst at Focus Financial Partners. Location: Chicago or Deerfield. Role: Source managers, Evaluate managers, Develop reports Requirements: 2+ years of investment research experience with focus on active manager due diligence. Category: Research and Development (R&D) Se…
Wealth Advisor - Vice President
Focus Financial Partners·Los Angeles, California, United States
Wealth Advisor - Vice President at Focus Financial Partners. Location: Los Angeles, California, United States. Role: develop relationships, consolidate assets, coordinate onboarding Requirements: Bachelor’s degree; 5+ years of experience; CFP or equivalent; strong communication; …
Wealth Advisor
Focus Financial Partners·Omaha, Nebraska, United States
Wealth Advisor at Focus Financial Partners. Location: Omaha, Nebraska, United States. Role: lead team, develop client, conduct discovery Requirements: Bachelor's degree; 7+ years advisory experience; CFP or equivalent (ChFC or CPA + PFS) required; strong business development; mas…
Lead Portfolio Manager - Option Strategies
Focus Financial Partners·Stamford, Connecticut, United States
Lead Portfolio Manager - Option Strategies at Focus Financial Partners. Location: Stamford, Connecticut, United States. Role: Build trades, Execute trades, Allocate trades Requirements: Bachelor’s degree; strong Excel; attention to detail; multitasking in fast-paced environment; …
Operations Specialist
Focus Financial Partners·St. Louis, Missouri, United States
Operations Specialist at Focus Financial Partners. Location: St. Louis, Missouri, United States. Role: opening accounts, updating accounts, transferring funds Requirements: Bachelor’s degree and 1+ years operations/client service experience; OR HS diploma and 5+ years financial s…
Senior Investment Strategist
Focus Financial Partners·Chicago or Boston or St. Louis
Senior Investment Strategist at Focus Financial Partners. Location: Chicago or Boston or St. Louis. Role: Build relationships with advisors, Present investment strategies, Create educational content Requirements: 7+ years in investment-related, communications, or technical roles;…
Quantitative Investment Analyst
Focus Financial Partners·Boston, Massachusetts, United States
Quantitative Investment Analyst at Focus Financial Partners. Location: Boston, Massachusetts, United States. Role: Partner with senior investment professionals, Build data pipelines, Analyze large datasets Requirements: 3+ years in data science/analytics within financial services…
Security Specialist (GRC & Awareness)
Focus Financial Partners·St. Louis, Missouri, United States
Security Specialist (GRC & Awareness) at Focus Financial Partners. Location: St. Louis, Missouri, United States. Role: delivering training, developing content, managing phishing Requirements: 5+ years in cybersecurity awareness/GRC; experience delivering training and phishing pro…
Royalty Analyst, Merchandise Licensing
Focus Financial Partners·New York or White Plains
Royalty Analyst, Merchandise Licensing at Focus Financial Partners. Location: New York or White Plains. Role: Audit royalties, Plan audits, Query data Requirements: Bachelor’s degree in Accounting/Finance/Business/Mathematics; 2+ years in a similar role; royalty software experien…
Risk Specialist
Focus Financial Partners·New York or St. Louis
Risk Specialist at Focus Financial Partners. Location: New York or St. Louis. Role: identify risks, deploy patches, update dashboards Requirements: Senior Risk Operations Specialist focusing on vulnerability and risk management, policy development, incident response, and KPI dash…
Performance Marketing Manager
Focus Financial Partners·St. Louis, Missouri, United States
Performance Marketing Manager at Focus Financial Partners. Location: St. Louis, Missouri, United States. Role: Plan campaigns, Optimize campaigns, Collaborate with analytics Requirements: 5+ years paid media/performance marketing; Google Ads, LinkedIn Ads, Meta Ads; lead gen camp…
Client Service Specialist
Focus Financial Partners·Atlanta, Georgia, United States
Client Service Specialist at Focus Financial Partners. Location: Atlanta, Georgia, United States. Role: deliver service, manage requests, collaborate teams Requirements: 3+ years RIA client service, CRM (Salesforce), custodians (Charles Schwab, Fidelity), strong communication and…