Wealth Advisory Associate: Cohort Career Path

Focus Partners; Bellevue (WA); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners in Bellevue, WA is seeking high-potential graduates for the Summer 2027 Advisory Team Associates (ATA) program. You will join a structured, cohort-based development track with dedicated curriculum, coaching, and licensing support to progress toward an Associate Wealth Advisor role.

Expect on-site work three to five days per week with potential travel and cross-team collaboration. ATAs gain hands-on experience with wealth planning, client service, and professional development while

Qualifications

• Pursuing or completed a relevant bachelor’s or master’s degree.
• CFP Board Registered Program preferred.
• Exposure to financial planning, investments, or wealth management through coursework or internships.

Responsibilities

• Participate in structured cohort program with curriculum, coaching, and readiness assessments.
• Apply program learning to supervised client-service and financial-planning tasks.
• Gather and analyze client financial information and draft financial plans for review.
• Assist with client meeting preparation and follow-up activities.
• Develop foundational knowledge of investments, retirement, tax, and estate planning.

Skills

Financial planning

Client service

Team collaboration

Analytical skills

Microsoft Office

Education

Bachelor's degree in related field

CFP Board Registered Program (Preferred)

Tools

CRM software

CRM platforms

Job description

Focus Partners in Bellevue, WA is seeking high-potential graduates for the Summer 2027 Advisory Team Associates (ATA) program. You will join a structured, cohort-based development track with dedicated curriculum, coaching, and licensing support to progress toward an Associate Wealth Advisor role.

Expect on-site work three to five days per week with potential travel and cross-team collaboration. ATAs gain hands-on experience with wealth planning, client service, and professional development while