Wealth Advisory Associate: ATA Pathway

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

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

401(k)

Job summary

Focus Partners is seeking high-potential graduates to join the Summer 2027 cohort as Advisory Team Associates, working with wealth advisors and teams in a local office. The program offers structured curriculum, applied client-service work, coaching, licensing support, and milestone-based progress assessments toward an Associate Wealth Advisor role.

ATAs work on-site 3–5 days per week, with occasional travel, and participate in comprehensive development across financial planning, investments,

Qualifications

• Pursuing a bachelor’s or master’s degree in financial planning, finance, economics, or related field.
• Graduation expected between December 2026 and Spring 2027.
• CFP Board Registered Program enrollment or graduation preferred.
• Foundational exposure to financial planning, investments, wealth management via coursework or internships.
• U.S. work authorization is required.
• Ability to complete digital assessments and a video interview within 5 days of invitation.
• Must be able to commute to the designated office and obtain required registrations (e.g., Series 65).

Responsibilities

• Actively participate in cohort program experience with structured curriculum and coaching.
• Apply program learning to supervised client-service and planning assignments.
• Gather and analyze client financial information to draft plans.
• Assist with client meeting prep, agendas, notes, and follow-up.
• Identify planning gaps and elevate matters needing advisor guidance.
• Develop knowledge of investments, retirement, tax, estate planning, insurance, and portfolios.
• Coordinate with client service, investment, tax, estate, and insurance professionals.
• Maintain accurate client records in the CRM and follow compliance standards.
• Build proficiency with firm technology platforms and complete licensing and training.

Skills

Interpersonal communication

Analytical skills

Team collaboration

Learning agility

Attention to detail

Education

Bachelor’s or master’s in financial planning/finance/business

CFP Board Registered Program (preferred)

Tools

Microsoft Office

Job description

Focus Partners is seeking high-potential graduates to join the Summer 2027 cohort as Advisory Team Associates, working with wealth advisors and teams in a local office. The program offers structured curriculum, applied client-service work, coaching, licensing support, and milestone-based progress assessments toward an Associate Wealth Advisor role.

ATAs work on-site 3–5 days per week, with occasional travel, and participate in comprehensive development across financial planning, investments,