Advisory Team Associate (Full-Time Cohort Program)

LE0123 Focus Partners Wealth LLC; Atlanta (GA); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

No perks specified

Job summary

Focus Partners Wealth LLC in Atlanta, GA is seeking high-potential graduating students for the Summer 2027 Cohort Program as Advisory Team Associates (ATAs). The program combines financial-planning curriculum, hands-on client work, and licensing support to prepare you for an Associate Wealth Advisor role.

ATAs work on-site with a wealth-management team, complete required assessments, and may pursue the Series 65.

Qualifications

• 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.
• Enrollment in or graduation from a CFP Board Registered Program.
• Foundational exposure to financial planning, investments, or wealth management through coursework, internships, campus organizations, or related experience.
• Candidates must have 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.
• This position is a non-exempt position.

Responsibilities

• Actively participate in the cohort program experience, including structured curriculum, coaching, applied learning, competency evaluations, milestone reviews, and readiness assessments across the core areas of financial planning.
• 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 escalat[e] 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.

Skills

Microsoft Office

Excel

Outlook

Word

Analytical skills

Interpersonal communication

Teamwork

Series 65

CRM systems

Education

Finance degree candidate

Tools

CRM systems

Job description

Job Description Summary

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 established career path, 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. ATAs will be placed in designated offices with ongoing Associate Wealth Advisor needs and may be considered for placement in another office after program completion based on business needs and individual preferences. As an ATA, you will build technical knowledge, client-service capabilities, and professional judgment through a shared cohort experience, dedicated curriculum, applied work with an advisory team, coaching, and milestone-based assessments.

Job Description

Primary Responsibilities

• Actively participate in the cohort program experience, including structured curriculum, coaching, applied learning, competency evaluations, milestone reviews, and readiness assessments across the core areas of financial planning.


• 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 escalat[e] 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.

Qualifications

• 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.


• 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) 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.


• 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.


• This position is a non-exempt position.

The annualized base pay for this role is expected to be $60,000. Actual base pay may 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. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k).

EOE Statement

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 [e-mail] 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. People matter here, not just as a catchphrase, but as a belief. And we’re building a firm that takes its work seriously and holds itself to a high standard, but also one that never forgets that the work is done by people. Your experience, your judgment, and your perspective, they matter here. We’re growing and growth brings opportunity for learning, for advancement, and for building something lasting. We’d love to stay connected. Follow us on LinkedIn for the latest company news, career opportunities, and a closer look at what it’s like to be part of our team. Focus, a business division of Focus Financial Partners, brings together businesses across Wealth, Business Management, Family Office, and International. Collectively, these firms—spanning the U.S., Canada, and Australia—deliver a broad spectrum of financial advice solutions to individuals, families, and institutions. Our vision is clear: to be the leading fiduciary advice company in the world. For clients, that means an experience built around their needs. For advisors, it means access to the resources, tools, and capabilities typically available only at the largest global institutions. We believe talent is the key to realizing this vision. That’s why we invest in our people, support their growth, and create meaningful opportunities for development at every stage of their careers.