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Advisory Team Associate at Focus Partners Wealth - ApplyBlast

Advisory Team Associate

Focus Partners Wealth

20 days ago

4.0 on Glassdoor

Atlanta, Georgia, United States

Onsite

Full Time

Junior

0 applicants

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About this role

Focus Partners is seeking high-potential graduating students to join the Summer 2027 cohort program as Advisory Team Associates. This structured development program is designed to build the next generation of Associate Wealth Advisors through dedicated financial-planning curriculum, applied learning, and coaching. Participants will work within a local wealth management team to gain foundational knowledge in investments, retirement, tax, and estate planning.

Responsibilities

Gather and analyze client financial information to draft financial plans
Assist with client meeting preparation and follow-up activities
Coordinate with professionals to support client needs and incorporate guidance

Skills

About Focus Partners Wealth

focuspartners.com

Headquarters

Clayton, Missouri, United States

Company Size

201-500 employees

Founded

1986

View Profile

Focus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.