Manager, Advisory Leadership Team
Focus Partners Wealth(4 months ago)
About this role
Focus Partners Wealth is hiring a Manager for their Advisory Leadership Team who will support and develop associate advisors, oversee team performance, and ensure strategic business initiatives are executed effectively. The role emphasizes leadership, collaboration, and fostering a positive team culture within a hybrid work environment.
Required Skills
- Leadership
- Coaching
- Financial Planning
- Client Management
- Team Building
- Communication
- Strategic Thinking
- Mentoring
- Financial Tools
Qualifications
- Bachelor’s degree
- CFP, CFA or CPA
- 5+ years of relevant experience
About Focus Partners Wealth
focuspartners.comFocus 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.
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