Advisory Team Associate (Full-Time Cohort Program)

Focus Financial Partners; Atlanta (GA); On-site; USD 25,000 - 36,000; Full time

Job summary

Focus Partners is seeking high-potential graduating students to join the Summer 2027 cohort program as Advisory Team Associates (ATAs). This structured development track provides a financial-planning curriculum, applied learning, and team-based experience with Wealth Advisors and peers.

The program includes coaching, licensing support, and readiness assessments aimed at progressing graduates toward an Associate Wealth Advisor role.

Job description

Job Description Summary

Cohort Program Start Date: July 13, 2027

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 through dedicated financial-planning curriculum, applied learning, advisor-team experience, coaching, licensing support, and progressive readiness assessments.

ATAs will begin the program together while working within a local wealth management team and partnering closely with Wealth Advisors, Associate Wealth Advisors, and other colleagues. Program length and curriculum sequencing may vary based on academic preparation and demonstrated readiness, but all ATAs will work toward the same defined graduation standards. ATAs who successfully complete the required training, licensing, assessments, and readiness expectations will be eligible to transition into an Associate Wealth Advisor (AWA) role and continue through the