Future Wealth Advisor — Summer Cohort Associate

LE0123 Focus Partners Wealth LLC; Clayton (MO); On-site; USD 54,000 - 66,000; Full time

Job summary

Focus Partners Wealth LLC is seeking high-potential graduating students to join the Summer 2027 cohort as Advisory Team Associates (ATAs). You will gain structured curriculum, work with Wealth Advisors, and prepare for the Associate Wealth Advisor role.

You will work on-site three to five days per week, with licensing support, and milestone-based assessments to develop client-service and financial-planning capabilities.

Qualifications

• Currently pursuing a bachelor’s or master’s degree in financial planning, finance, accounting, business, wealth management, economics, or another related field.
• Enrollment in or graduation from a CFP Board Registered Program.
• Foundational exposure to financial planning, investments, or wealth management through coursework or internships.

Responsibilities

• Actively participate in the cohort program experience, including structured curriculum, coaching, applied learning, competency evaluations, milestone reviews, and readiness assessments.
• 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 escalate matters requiring advisor guidance.
• Develop foundational knowledge of investments, retirement, tax, estate planning, insurance, cash flow, and portfolio construction.

Skills

Interpersonal communication

Analytical skills

Microsoft Office

Education

Bachelor’s or Master’s degree in finance/business

CFP Board Registered Program enrollment

Tools

Microsoft Office Suite

Job description

Focus Partners Wealth LLC is seeking high-potential graduating students to join the Summer 2027 cohort as Advisory Team Associates (ATAs). You will gain structured curriculum, work with Wealth Advisors, and prepare for the Associate Wealth Advisor role.

You will work on-site three to five days per week, with licensing support, and milestone-based assessments to develop client-service and financial-planning capabilities.