Aspiring Wealth Advisor - Full-Time Advisory Team Associate

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

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.