Cohort Advisory Associate: Wealth Planning Path

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

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Job summary

Focus Partners is seeking high-potential graduating students to join the Summer 2027 cohort as Advisory Team Associates (ATAs). This program builds the next generation of Associate Wealth Advisors through curriculum, applied learning, and coaching.

ATAs work on-site in a local wealth management team, partnering with Wealth Advisors and Associate Wealth Advisors. The program includes licensing support, readiness assessments, and a defined career path to an AWA role, with travel as needed.

Qualifications

• Pursuing or has completed a bachelor’s or master’s degree in financial planning, finance, accounting, business, wealth management, economics or related field.
• Graduation between December 2026 and Spring 2027 expected.
• Enrollment in or graduation from CFP Board Registered Program (preferred).
• Foundational exposure to financial planning, investments, or wealth management through coursework or internships (preferred).

Responsibilities

• Actively participate in the cohort program experience, including structured curriculum, coaching, applied learning, competency evaluations, milestone reviews, and readiness assessments across core financial planning areas.
• 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 elevate matters for 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 CRM data following regulatory, compliance, privacy, billing and documentation standards.

Skills

Interpersonal communication

Client service

Analytical skills

Team collaboration

Proficient in Microsoft Office

Education

Bachelor’s or Master’s degree in financial planning/finance/economics/business

CFP Board Registered Program (preferred)

Tools

Microsoft Office (Excel, Outlook, Word)

Job description

Focus Partners is seeking high-potential graduating students to join the Summer 2027 cohort as Advisory Team Associates (ATAs). This program builds the next generation of Associate Wealth Advisors through curriculum, applied learning, and coaching.

ATAs work on-site in a local wealth management team, partnering with Wealth Advisors and Associate Wealth Advisors. The program includes licensing support, readiness assessments, and a defined career path to an AWA role, with travel as needed.