Advisory Team Associate (Full-Time Cohort Program)

About the Role

Focus Partners is seeking high-potential graduating students to join the Summer 2027 cohort program as Advisory Team Associates (ATAs). This structured, cohort-based development program is designed to build the next generation of Associate Wealth Advisors.

The program includes:

• Dedicated financial-planning curriculum
• Applied learning
• Advisor-team experience
• Coaching
• Licensing support
• Progressive readiness assessments

ATAs will begin the program together, working within a local wealth management team and partnering closely with Wealth Advisors, Associate Wealth Advisors, and other colleagues.

Successful completion of the required training, licensing, assessments, and readiness expectations will make ATAs eligible to transition into an Associate Wealth Advisor (AWA) role, subject to role availability and business needs.

ATAs are expected to work on-site three to five days per week, based on office and team expectations. Some travel may be required.

Key Responsibilities

• Actively participate in the cohort program experience, including structured curriculum, coaching, applied learning, competency evaluations, milestone reviews, and readiness assessments across 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 appropriately 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 and incorporate approved guidance.
• Maintain accurate client records and assigned responsibilities within the CRM while following 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 another related field.
• Expected graduation date between December 2026 and Spring 2027.
• Candidates must have permanent authorization to work in the U.S.
• Ability to complete required assessments and a digital video interview as part of the application process 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.
• Proficient in Microsoft Office (Excel, Outlook, Word); comfortable learning new systems.

Qualifications

• 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)
• Strong interest in financial planning, client service, and building a long-term career in wealth management.
• 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.