Company · 11 open roles
Careers at Focus Partners Wealth
Focus Partners Wealth has 11 active roles on ResuMinder right now. Score your CV instantly and use the ResuMinder extension to apply in seconds — no manual form-filling.
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11 positions at Focus Partners Wealth
Senior Data Analyst
Focus Partners Wealth·St. Louis or Boston
Senior Data Analyst at Focus Partners Wealth. Location: St. Louis or Boston. Role: leading projects, curating data, validating data Requirements: Bachelor's degree or equivalent, 6+ years analytics experience (financial services preferred), advanced SQL, Power BI experience, stro…
Alternative Investment Reporting Associate
Focus Partners Wealth·Boston or Chicago or St. Louis
Alternative Investment Reporting Associate at Focus Partners Wealth. Location: Boston or Chicago or St. Louis. Role: processing data, reconciling accounts, preparing reports Requirements: 1-3 years financial services or investment operations experience; bachelor's degree (or equi…
Client Service Specialist
Focus Partners Wealth·St. Louis, Missouri, United States
Client Service Specialist at Focus Partners Wealth. Location: St. Louis, Missouri, United States. Role: delivering service, managing requests, collaborating teams Requirements: 3+ years RIA industry client-facing service experience with custodians; proficiency with Salesforce and…
Client Service Specialist
Focus Partners Wealth·Santa Rosa, California, United States
Client Service Specialist at Focus Partners Wealth. Location: Santa Rosa, California, United States. Role: delivering service, managing requests, resolving issues Requirements: 3+ years RIA industry client-facing service experience with custodians (Charles Schwab, Fidelity); prof…
Senior Associate Wealth Advisor
Focus Partners Wealth·Menlo Park, California, United States
Senior Associate Wealth Advisor at Focus Partners Wealth. Location: Menlo Park, California, United States. Role: creating plans, leading recommendations, managing pipeline Requirements: Bachelor's degree, 5+ years financial services experience, CFP or equivalent (ChFC or CPA + PF…
Associate Wealth Advisor
Focus Partners Wealth·Chicago, Illinois, United States
Associate Wealth Advisor at Focus Partners Wealth. Location: Chicago, Illinois, United States. Role: developing plans, managing relationships, executing trades Requirements: Bachelor's degree, Series 65 (or equivalent within 120 days), 2+ years financial services experience, clea…
Associate Wealth Advisor
Focus Partners Wealth·United States
Associate Wealth Advisor at Focus Partners Wealth. Location: United States. Role: developing plans, creating strategies, documenting communications Requirements: Bachelor's degree, Series 65 (or equivalent within 120 days), clean U4, 2+ years financial services experience, knowle…
Director, Investment Strategy
Focus Partners Wealth·Boston or Chicago or St. Louis
Director, Investment Strategy at Focus Partners Wealth. Location: Boston or Chicago or St. Louis. Role: leading integrations, managing portfolios, educating advisors Requirements: Bachelor's in related field, 15+ years investment-related experience, experience with trading/rebala…
Manager, Advisory Leadership Team
Focus Partners Wealth·Bellevue or San Diego or Walnut Creek
Manager, Advisory Leadership Team at Focus Partners Wealth. Location: Bellevue or San Diego or Walnut Creek. Role: facilitate reviews, establish forums, coach advisors Requirements: Lead and develop Associate Wealth Advisors; manage advisory team; drive planning, client experienc…
Research Analyst
Focus Partners Wealth·Chicago or Deerfield
Research Analyst at Focus Partners Wealth. Location: Chicago or Deerfield. Role: Source managers, Evaluate opportunities, Develop reports Requirements: 2+ years of investment research experience; focus on active manager due diligence. Category: Data and Analytics Seniority: Mid L…
Wealth Advisor
Focus Partners Wealth·Omaha, Nebraska, United States
Wealth Advisor at Focus Partners Wealth. Location: Omaha, Nebraska, United States. Role: lead team, advise clients, develop plans Requirements: 7+ years advisory experience; Bachelor's degree; CFP or equivalent (ChFC or CPA + PFS) required; proven business development; mastery of…