Advisory Team Associate (Full-Time Cohort Program)

Focus Partners Wealth; Southlake (TX); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Comprehensive benefits package

On-site work in Southlake

Job summary

Focus Partners Wealth is seeking high-potential graduates to join the Summer 2027 Advisory Team Associate cohort, based on-site in Southlake, TX. This structured program builds the next generation of Associate Wealth Advisors through a dedicated curriculum, coaching, and licensing support, progressing toward an Associate Wealth Advisor role as opportunities arise.

ATAs work within local wealth-management teams, collaborating with Wealth Advisors and other colleagues, with travel as needed and a

Qualifications

• Pursuing a bachelor’s or master’s degree in a related field.
• Expected graduation date between December 2026 and Spring 2027.
• Authorized to work in the U.S. permanently.
• CFP registration is preferred.

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 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.

Skills

Interpersonal communication

Analytical skills

Team-oriented

Microsoft Office

Adaptability

Education

Bachelor’s or Master’s degree in financial planning or related field

CFP Board Registered Program (Preferred)

Tools

CRM systems

Microsoft Office

Job description

## Advisory Team Associate (Full-Time Cohort Program)Apply: Fully Onsite: Southlake, Texas: Full time: Posted Yesterday: JR100434**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 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. 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. Note: You will need to complete a new digital video interview for each position/location you apply for.* 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 $65,000. 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). Please note that the job title is subject to change based on the selected candidate’s experience and education.