Advisory Team Associate (Full-Time Cohort Program)

About the Role

Focus Partners is seeking high-potential graduating students for the Summer 2027 cohort program as Advisory Team Associates (ATAs). This structured program is designed to develop future Associate Wealth Advisors through financial-planning curriculum, applied learning, advisor-team experience, coaching, licensing support, and readiness assessments. ATAs will work within a local wealth management team, partnering closely with Wealth Advisors and other colleagues. Successful completion of the program's training, licensing, assessments, and readiness expectations makes ATAs eligible for transition into an Associate Wealth Advisor (AWA) role. ATAs are expected to work on-site three to five days per week. Some travel may be required.

Key Responsibilities

• Actively participate in the cohort program, including structured curriculum, coaching, applied learning, competency evaluations, milestone reviews, and readiness assessments in core financial planning areas.
• Apply program learning through supervised client-service and financial-planning assignments.
• Gather and analyze client financial information, and draft financial plans and planning analyses for review.
• Assist with client meeting preparation, including agendas, planning materials, meeting notes, and follow-up activities.
• Identify planning gaps, risks, or opportunities and escalate matters requiring advisor guidance.
• Develop foundational knowledge of investments, retirement, tax, estate planning, insurance, cash flow, and portfolio construction.
• Coordinate with client service, investment, tax, estate, insurance, and other professionals to support client needs.
• Maintain accurate client records and assigned responsibilities within the CRM, adhering to regulatory, compliance, privacy, billing, and documentation standards.
• Build proficiency in the firm’s technology platforms and complete required licensing, training, assessments, and professional development activities.

Requirements & Tech Stack

• Currently pursuing a bachelor’s or master’s degree in financial planning, finance, accounting, business, wealth management, economics, or a related field.
• Expected graduation date between December 2026 and Spring 2027.
• Enrollment in or graduation from a CFP Board Registered Program (Preferred).
• Foundational exposure to financial planning, investments, or wealth management through coursework, internships, campus organizations, or related experience (Preferred).
• Permanent authorization to work in the U.S.
• Ability to complete required assessments and a digital video interview within 5 days of receiving the link.
• Ability to work from and commute to the selected office.
• Ability to obtain the Series 65, or another required registration, within the timeframe established by the program.
• Strong interest in financial planning, client service, and building a long-term career in wealth management.
• Proficient in Microsoft Office (Excel, Outlook, Word); comfortable learning new systems.
• Excellent analytical skills and attention to detail.
• Strong interpersonal communication skills.
• Team-oriented approach with the ability to collaborate effectively across functions.
• Demonstrated learning agility, intellectual curiosity, client-service orientation, technical aptitude, adaptability, accountability, and follow-through.
• Ability to meet the firm’s registration and regulatory eligibility requirements.

Qualifications

• Annualized base pay: Expected to be $65,000.
• Total compensation: Includes base pay, potential annual cash bonus, and benefits (medical, dental, vision, life insurance, 401(k)).
• Job title: Subject to change based on candidate's experience and education.