Company · 23 open roles
Careers at Focus Partners Wealth
Focus Partners Wealth has 23 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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23 positions at Focus Partners Wealth
Alternatives Associate
Focus Partners Wealth·Chicago, Illinois, United States
Alternatives Associate at Focus Partners Wealth. Location: Chicago, Illinois, United States. Role: preparing documents, improving processes, conducting kyc Requirements: 3+ years in alternative investments or wealth management; bachelor’s in finance/business or equivalent; subscr…
Associate Wealth Advisor
Focus Partners Wealth·Irvine, California, United States
Associate Wealth Advisor at Focus Partners Wealth. Location: Irvine, California, United States. Role: developing plans, executing trades, recording communications Requirements: Bachelor's degree, Series 65 (or equivalent within 120 days), 2+ years financial services experience, c…
Associate Wealth Advisor
Focus Partners Wealth·Portland, Oregon, United States
Associate Wealth Advisor at Focus Partners Wealth. Location: Portland, Oregon, United States. Role: developing plans, executing trades, leading communications Requirements: Bachelor’s degree, Series 65 within 120 days, 2+ years financial services experience, clean U4, knowledge o…
Retirement Plan Specialist
Focus Partners Wealth·St. Louis or Chicago or Denver or Fort Collins
Retirement Plan Specialist at Focus Partners Wealth. Location: St. Louis or Chicago or Denver or Fort Collins. Role: coordinating operations, supporting clients, preparing materials Requirements: Bachelor's degree or equivalent; Series 65 within 120 days; retirement-plan credenti…
Integration Data Analyst
Focus Partners Wealth·St. Louis or United States
Integration Data Analyst at Focus Partners Wealth. Location: St. Louis or United States. Role: supporting integration, analyzing data, preparing reports Requirements: Bachelor's degree or equivalent experience; strong Excel and analytical skills; experience with integrations, dat…
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…
Associate Wealth Advisor
Focus Partners Wealth·Dallas or Southlake
Associate Wealth Advisor at Focus Partners Wealth. Location: Dallas or Southlake. Role: developing plans, presenting plans, managing clients Requirements: Bachelor's degree, Series 65 (or equivalent within 120 days), 2+ years financial planning/wealth management experience, stron…
Advisor Platform Specialist
Focus Partners Wealth·St. Louis, Missouri, United States
Advisor Platform Specialist at Focus Partners Wealth. Location: St. Louis, Missouri, United States. Role: supporting platforms, training advisors, coordinating vendors Requirements: Bachelor's degree or equivalent experience; 1–3 years in financial services/operations/technology …
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…
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, creating strategies, managing clients Requirements: Bachelor's degree, Series 65 (or equivalent), 4+ years in financial services, CFP preferred; proficiency with…
Associate Wealth Advisor
Focus Partners Wealth·United States
Associate Wealth Advisor at Focus Partners Wealth. Location: United States. Role: developing plans, managing relationships, executing trades Requirements: Bachelor's degree, Series 65 within 120 days, 2+ years financial planning or wealth management experience, knowledge of tax/e…
Associate Wealth Advisor
Focus Partners Wealth·Menlo Park, California, United States
Associate Wealth Advisor at Focus Partners Wealth. Location: Menlo Park, California, United States. Role: developing plans, managing portfolios, leading communications Requirements: Bachelor's degree, Series 65 (or equivalent within 120 days), 2+ years financial services experien…
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…
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…
Client Service Associate
Focus Partners Wealth·Pittsburgh, Pennsylvania, United States
Client Service Associate at Focus Partners Wealth. Location: Pittsburgh, Pennsylvania, United States. Role: support advisors, manage requests, coordinate with custodians Requirements: Bachelor’s Degree with 1+ years relevant experience; strong communication; proficient in MS Offi…
Associate Wealth Advisor
Focus Partners Wealth·Pittsburgh, Pennsylvania, United States
Associate Wealth Advisor at Focus Partners Wealth. Location: Pittsburgh, Pennsylvania, United States. Role: Develop plans, Communicate with clients, Monitor risk Requirements: Bachelor’s degree; Series 65 or equivalent within 120 days; 2+ years financial services; strong interper…
Associate Wealth Advisor
Focus Partners Wealth·Boston or Hingham
Associate Wealth Advisor at Focus Partners Wealth. Location: Boston or Hingham. Role: developing plans, leading communications, managing relationships Requirements: Bachelor’s degree; Series 65; 4+ years financial services; CFP or equivalent preferred; strong financial analysis, …