ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.

Features

Auto Apply Resume Optimizer Cover Letter Optimizer Interview Prep

Company

Social Media

Need Help?

team@applyblast.com

Referral Channel Specialist at Focus Partners Wealth - ApplyBlast

Referral Channel Specialist

Focus Partners Wealth

8 months ago

4.0 on Glassdoor

Atlanta, GA

Hybrid

Full Time

Medior

0 applicants

View Job Listing

Apply to 100+ jobs

About this role

Focus Partners Wealth is looking for a Referral Channel Specialist to support their client onboarding and referral processes. The role involves working closely with financial advisors and clients to ensure a smooth onboarding experience, utilizing Salesforce and building strong partnerships within their financial network.

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.