Integration Advisor

Socket.dev; St. Louis (MO); Hybrid; USD 100,000 - 115,000; Full time

Job summary

Focus Partners Wealth is seeking an Integration Advisor to guide new offices through onboarding, training, and integration of wealth management practices, technology usage, and client experience standards. The role acts as a primary relationship lead and trusted resource throughout the process.

You will partner with the Managing Director, Onboarding & Integration, and other leaders to deliver a coordinated integration experience for Focus offices, stay current on industry trends, support advisor

Qualifications

• Bachelor’s degree in business, finance, or related field, or equivalent professional experience.
• Series 65 license required.
• Seven+ years in investment/wealth management or related professional services.
• Five+ years in Focus Partners Wealth or a comparable wealth management org.
• Deep knowledge of wealth management and financial planning concepts and client service expectations.
• Experience using CRM systems and project management tools (CRM platforms, Teamwork).
• Proficiency with Microsoft Office, Excel, and Adobe tools.

Responsibilities

• Guide new Focus offices through onboarding and advisor training.
• Act as primary liaison for advisor questions and support needs.
• Maintain knowledge of Focus resources, tools, teams, and processes; engage SMEs when needed.
• Support client experience and contribute to client retention goals.
• Assist with transition to CPM and MoneyGuideElite (MGE).
• Travel as needed for client and prospect events.

Skills

Wealth management

Client service

Consultative coaching

Relationship management

Industry knowledge

Education

Bachelor’s degree in business/finance

MBA or CFA designation helpful

CFP or CPA/PFS designation preferred

Tools

CRM platforms

Teamwork

Microsoft Office

Adobe tools

Job description

Position Summary

The Integration Advisor plays a critical role in guiding new Focus Partners Wealth offices through the integration and advisor training process, serving as a primary relationship lead and trusted resource throughout onboarding. This role supports the adoption of Focus best practices, operating standards, technology capabilities, and client experience expectations while helping offices navigate day-to-day questions, onsite engagement, and advisor development needs.

The Integration Advisor partners closely with the Managing Director, Onboarding & Integration, Integration Directors, Integration Advisors, Integration Managers, Data Analysts, and Advisory Team Leadership to deliver a coordinated, consistent, and high-quality integration experience for offices joining the Focus Partners Wealth family.

This role will be hybrid with 3 days per week onsite in our St. Louis office.

Essential Job Duties and Responsibilities:

• Serve as a functional integration expert and trusted resource for new offices, with subject matter expertise in client experience, technology usage, business development, financial planning, firm/partner buy‑in, and succession/hiring.
• Lead advisor training and provide ongoing support for Wealth Advisors and Associate Wealth Advisors at newly integrated Focus offices.
• Act as the primary liaison for advisor‑related questions, issues, and support needs with new Focus Partners Wealth regional offices.
• Maintain broad knowledge of Focus resources, tools, teams, and processes, and engage the appropriate subject matter experts when needed.
• Communicate a thorough understanding of the Wealth Advisor and Associate Wealth Advisor roles within Focus.
• Support a superior client experience and contribute to the firm’s client retention objectives.
• Assist with the transition of clients to Centralized Portfolio Management (CPM) and MoneyGuideElite (MGE).
• Travel as needed and participate in client and prospect events throughout the year.
• Provide direction, motivation, and coaching to advisors; encourage growth in assets under management (AUM) and revenue derived from these relationships.
• Share office and advisor feedback with division leaders and partner with the Managing Director, Onboarding & Integration to ensure updated materials are distributed through appropriate channels, including Advisor Development programs and onsite visits.
• Manage and continually update Teamwork templates to track, organize, and assign tasks for each transaction.
• Document activities, business opportunities, and communications in Salesforce and/or Teamwork in a timely and accurate manner.
• Maintain strong relationships with existing Focus Advisors and Associate Wealth Advisors.
• Maintain a high level of familiarity with Focus tools, systems, processes, and procedures.
• Perform additional departmental responsibilities assigned by the Managing Director, Onboarding & Integration.
• Stay current on industry trends, publications, and best practices relevant to wealth management and integration.
• Support leadership development by helping others identify opportunities, evaluate alternatives, and pursue objectives that support growth.
• Pursue professional development and innovative solutions that strengthen personal effectiveness and team impact.
• Uphold Focus’ mission, values, and cultural standards while contributing to a collaborative, accountable, and high‑performing team environment.

Qualifications:

Required Qualifications:

• Bachelor’s degree in business, finance, or a related field, or equivalent professional experience.
• Series 65 license required.
• Seven or more years of experience in investment management, wealth management, accounting, or professional services consulting.
• Five or more years of experience within Focus Partners Wealth or a comparable wealth management organization.
• Deep knowledge of wealth management and financial planning concepts, practices, and client service expectations.
• Experience using client relationship management systems and project management tools, including CRM platforms and Teamwork.
• Proficiency with Microsoft Office, Microsoft Excel, and Adobe tools.

Preferred Qualifications:

• MBA or CFA designation helpful; CFP or CPA/PFS designation preferred.
• Direct management of a book of business preferred.
• Demonstrated success in consultative coaching, advisor development, or relationship management.
• Ability to facilitate strategic planning sessions effectively, both in person and through virtual technology.

Additional Competencies:

• Strong presentation, listening, written, and verbal communication skills, with the ability to explain concepts, terminology, and best practices clearly.
• Sound judgment, critical thinking skills, and the ability to assess complex situations and recommend practical solutions.
• Ability to motivate, influence, and build engagement with advisors, associates, and cross‑functional partners.
• Adaptable and effective in varied situations, with the ability to work well with different personalities and respond quickly to change.
• Commitment to producing high-quality work in a timely, organized, and detail‑oriented manner.
• Collaborative, team‑oriented approach with comfort working across all levels of the organization.

This position is an exempt position. The annualized base pay range for this role is expected to be between $100,000-$115,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research‑backed investment strategies to create custom‑built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact [e-mail].

For Indiana Applicants:

It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants:

I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For California Applicants:

Information on your California privacy rights can be found here

For Massachusetts Applicants:

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants:

If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.

For Rhode Island Applicants:

Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.