Advisory Team Associates (ATAs)

Focus Partners; Boston (MA); On-site; USD 59,000 - 72,000; Full time

Job summary

Focus Partners is launching an Advisory Team Associate program to develop the next generation of wealth advisors. This full-time cohort will operate at designated offices nationwide, offering hands-on training and mentorship.

You will participate in a structured curriculum, complete supervised client-service and financial-planning assignments, and help prepare client meetings. You’ll draft plans from client data and maintain CRM records adhering to regulatory standards.

Qualifications

• Entry-level candidate pursuing a bachelor’s or master’s degree in financial planning, finance, accounting, business, wealth management, economics, or related field.
• Expected graduation between December 2026 and Spring 2027; ability to obtain the Series 65 within program timeframe.
• Proficient in Microsoft Office; strong analytical, interpersonal communication, attention to detail, and teamwork.
• Enrollment in or graduation from a CFP Board Registered Program or exposure to financial planning/wealth management through coursework or internships is a bonus.

Responsibilities

• Participate in the structured cohort program experience with curriculum, coaching, applied learning, and readiness assessments.
• Apply program learning through supervised client-service and financial-planning assignments to gain practical experience.
• Gather and analyze client financial information to draft comprehensive financial plans and analyses for advisor review.
• Assist with client meeting preparation: organizing agendas, planning materials, meeting notes, and follow-up activities.
• Maintain accurate client records within the CRM, adhering to regulatory, compliance, privacy, and documentation standards.

Skills

Analytical skills

Interpersonal communication

Attention to detail

Team-oriented

Education

Bachelor's or Master's in finance-related field

Tools

Microsoft Office

Excel

Outlook

Word

Job description

Advisory Team Associate (Full-Time Cohort Program) | Focus Partners

The Tone: This is a full-time cohort program at Focus Partners, located in various designated offices nationwide. Focus Partners is an organization that provides wealth, asset, and business management resources, bringing strength, innovation, and partnership to client relationships. The company supports clients at every stage of life by helping them manage their financial future through research-backed investment strategies and personalized wealth planning solutions. This role is a foundational opportunity designed to build the next generation of Associate Wealth Advisors through a structured development program.

TL;DR

• Role: Early Career
• Type: Full-time
• Location: In-person, designated offices nationwide
• Pay: $65000 yearly
• Team: Local wealth management team, partnering with Wealth Advisors, Associate Wealth Advisors, and other colleagues
• Mission: To develop the next generation of Associate Wealth Advisors through a structured curriculum, applied learning, and dedicated coaching.
• Tech Stack: Microsoft Office (Excel, Outlook, Word), CRM, firm’s technology platforms

What You’ll Actually Do

• Program Participation: Actively participate in the structured cohort program experience, including dedicated curriculum, coaching, applied learning, and readiness assessments.
• Applied Learning: Apply program learning through supervised client-service and financial-planning assignments to build practical experience.
• Financial Planning Support: Gather and analyze client financial information to draft comprehensive financial plans and planning analyses for advisor review.
• Client Meeting Preparation: Assist with client meeting preparation, including organizing agendas, planning materials, meeting notes, and follow-up activities.
• Record Management: Maintain accurate client records and assigned responsibilities within the CRM, adhering to regulatory, compliance, privacy, and documentation standards.

The Must-Haves

• Background: Entry-Level, for graduating students pursuing a bachelor’s or master’s degree in financial planning, finance, accounting, business, wealth management, economics, or another related field.
• Experience: Expected graduation date between December 2026 and Spring 2027, with the ability to obtain the Series 65, or another required registration, within the program’s established timeframe.
• Skills: Proficient in Microsoft Office (Excel, Outlook, Word), excellent analytical skills, strong interpersonal communication, attention to detail, and a team-oriented approach.
• Bonus: Enrollment in or graduation from a CFP Board Registered Program, or foundational exposure to financial planning, investments, or wealth management through coursework or internships.