Santa Rosa, California, United States · Hybrid
$90k–$110k/yr
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating pers…
Skills: Financial Planning, Investment Strategy, Tax Planning, Estate Planning, Risk Management
New York, New York, United States · Hybrid
$175k–$225k/yr
Position Summary Williams Jones, founded in 1988, is a SEC-registered investment advisory firm specializing in customized wealth management services for private individuals, retirement plans, and non-profit organizations…
Skills: Fundamental Equity Research, Financial Modeling, Valuation Analysis, Comparable Company Analysis, Sum-of-the-parts Analysis
Boston, Massachusetts, United States · On-site
$140k–$160k/yr
Position Summary SCS is seeking a Vice President (“VP”) to join the Boston, MA or Portsmouth, NH office. As a part of a client relationship team dedicated to serving the financial and investment needs of clients, the VP …
Skills: Wealth Management, Financial Planning, Investment Analysis, Client Relationship Management, Microsoft Excel
Atlanta, Georgia, United States · Hybrid
$60k–$65k/yr
Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach …
Skills: Client Relationship Management, Financial Planning, Account Maintenance, Asset Transfers, Money Movement
Hingham, Massachusetts, United States · Hybrid
$60k–$65k/yr
Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach …
Skills: Time Management, Problem Solving, Communication, Microsoft Office, Salesforce
Boston, Massachusetts, United States · Hybrid
$65k–$70k/yr
Associate, Focus Investment Partners Boston, MA / New York, NY (Hybrid) Position Summary: The Associate, Focus Investment Partners will support the firm’s private equity and venture capital fundraising platform through a…
Skills: Project Management, Investor Relations, Fundraising Support, CRM Management, Financial Reporting
Chicago, Illinois, United States · On-site
$85k–$95k/yr
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating pers…
Skills: Financial Planning, Investment Strategy, Tax Planning, Estate Planning, Risk Management
Nashville, Tennessee, United States · Hybrid
$57k–$100k/yr
Position Summary Gelfand, Rennert & Feldman is seeking a Staff Tax Accountant, ideally entertainment business management experience, to join our team of dedicated professionals. The Staff Accountant role is responsible f…
Skills: Tax Preparation, Tax Research, Financial Reporting, General Ledger Review, Microsoft Excel
Los Angeles, California, United States · Hybrid
$82k–$125k/yr
Position Summary Gelfand, Rennert & Feldman is seeking a Senior Tax Staff Accountant with ideally entertainment business management experience to join our team of dedicated professionals. The Senior Tax Staff Accountant …
Skills: Tax Preparation, Tax Review, Tax Research, Financial Reporting, Bookkeeping
Los Angeles, California, United States · Hybrid
$82k–$125k/yr
Position Summary Gelfand, Rennert & Feldman is seeking a Senior Staff Tax Accountant with ideally entertainment business management experience to join our team of dedicated professionals. The Senior Staff Accountant is r…
Skills: Tax Preparation, Tax Review, Tax Projections, Tax Research, Financial Reporting
Southfield, Michigan, United States · On-site
$85k–$100k/yr
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating pers…
Skills: Financial Planning, Investment Strategy, Tax Planning, Estate Planning, Risk Management
United States · Hybrid
$75k–$95k/yr
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating pers…
Skills: Financial Planning, Wealth Management, Investment Strategy, Tax Planning, Estate Planning
Needham, Massachusetts, United States · Hybrid
$60k–$65k/yr
Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach …
Skills: Client Relationship Management, Financial Planning, Account Maintenance, Asset Transfers, Money Movement
Needham, Massachusetts, United States · Hybrid
$70k–$80k/yr
Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our team! The Client Service Specialist demonstrates a passion to serve and strives to provide exceptional service and exceed client e…
Skills: Client Service, CRM Management, Salesforce, Operational Support, Problem Solving
Charlotte, North Carolina, United States · Remote OK
$75k–$85k/yr
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating pers…
Skills: Financial Planning, Investment Strategy, Tax Planning, Estate Planning, Risk Management
Menlo Park, California, United States · Hybrid
$85k–$107k/yr
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating pers…
Skills: Financial Planning, Investment Strategy, Tax Planning, Estate Planning, Risk Management
Hingham, Massachusetts, United States · Hybrid
$70k–$80k/yr
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating pers…
Skills: Financial Planning, Investment Strategy, Tax Planning, Estate Planning, Risk Management
Hingham, Massachusetts, United States · Hybrid
$70k–$80k/yr
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating pers…
Skills: Financial Planning, Investment Strategy, Risk Management, Tax Planning, Estate Planning
Los Angeles, California, United States · Hybrid
$85k–$125k/yr
Position Summary Focus Financial Partners/Gelfand, Rennert & Feldman LLP (GRF) is seeking a a detail-oriented and proactive Business Management Paralegal to support legal and operational activities related to business ma…
Skills: Contract Administration, Legal Operations, Drafting Agreements, Document Management, Corporate Paralegal Functions
Brisbane, Queensland, Australia · On-site
Position Summary The purpose of the Client Service Manager (CSM) is to proactively assist the Financial Adviser/s to exceed their clients’ expectations and financial planning requirements by assuming responsibility for t…
Skills: Client Service, Financial Planning Administration, Time Management, Workflow Coordination, Attention To Detail
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The Associate Wealth Advisor partners with Wealth Advisors to create and implement personalized financial plans covering retirement, tax, and investment strategies. They serve as the primary day-to-day contact for clients and collaborate with portfolio management to execute trades and monitor risk.
Candidates must have a Bachelor's degree and at least 2 years of financial services experience. A Series 65 license or equivalent is required within 120 days of employment.
Position Summary
Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment planning.
Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Primary Responsibilities
Qualifications
The Associate Wealth Advisor is an exempt position. The annualized base pay range for this role is expected to be between $90,000 - $110,000/year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.
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About Focus Financial Partners
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [email protected].
The following language is for US based roles only
For California Applicants: Information on your California privacy rights can be found here
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. As of January 1, 2026, Focus collectively had more than $500 billion in advised assets.
Offices: 190 Carondelet Plaza, St Louis, Missouri 63105, US · 1325 Avenue of the Americas, Floor 11, New York, NY 10019, US · 50 California St., Suite 2950, San Francisco, CA 94111, US · 515 N. Flagler Drive, Suite 550, West Palm Beach, FL 33401, US · 600 Congress Avenue, Suite 2170, Austin, TX 78701, US
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. As of January 1, 2026, Focus collectively had more than $500 billion in advised assets.
Offices: 190 Carondelet Plaza, St Louis, Missouri 63105, US · 1325 Avenue of the Americas, Floor 11, New York, NY 10019, US · 50 California St., Suite 2950, San Francisco, CA 94111, US · 515 N. Flagler Drive, Suite 550, West Palm Beach, FL 33401, US · 600 Congress Avenue, Suite 2170, Austin, TX 78701, US
