Advisory Team Associate – Wealth Planning Pathway

Focus Partners; Southlake (TX); Sur place; USD 59 000 - 72 000; Plein temps

Avantages offerts par ce poste

Medical, dental, vision coverage

Life insurance

401(k) and retirement planning

Annual cash bonus

Résumé du poste

Focus Partners is recruiting high-potential graduates for the Summer 2027 Advisory Team Associates (ATAs) program in Texas. The program develops tomorrow's Associate Wealth Advisors through curriculum, coaching, licensing support, and real-world client exposure.

ATAs will work with Wealth Advisors and teams, with potential to advance to an Associate Wealth Advisor role after completing training, licensing, and readiness assessments.

Qualifications

• Pursuing or completed a relevant bachelor’s or master’s degree.
• Enrollment in or graduation from a CFP Board Registered Program is preferred.
• Permanent authorization to work in the U.S. is required.

Responsabilités

• Actively participate in the cohort program experience with structured curriculum and evaluations.
• Assist with client-service and financial-planning assignments under supervision.
• Gather and analyze client financial information for planning analyses.
• Assist with meeting preparation: agendas, materials, notes, and follow-ups.
• Identify planning gaps or opportunities and elevate as needed.
• Build foundational knowledge of investments, retirement, tax, estate planning, and insurance.

Connaissances

Financial planning

Client service

Analytical skills

Microsoft Office

Team collaboration

Learning agility

CFP program (preferred)

Regulatory readiness

Formation

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

CFP Board Registered Program (Preferred)

Permanent work authorization in the U.S.

Outils

CRM systems

Microsoft Office

Description du poste

Focus Partners is recruiting high-potential graduates for the Summer 2027 Advisory Team Associates (ATAs) program in Texas. The program develops tomorrow's Associate Wealth Advisors through curriculum, coaching, licensing support, and real-world client exposure.

ATAs will work with Wealth Advisors and teams, with potential to advance to an Associate Wealth Advisor role after completing training, licensing, and readiness assessments.