Wealth Advisory Associate — Cohort Program

LE0123 Focus Partners Wealth LLC; Chicago (IL); On-site; USD 53,000 - 81,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners invites high-potential graduates to join the Summer 2027 cohort as Advisory Team Associates (ATAs) in Chicago. The program combines structured financial-planning education with hands-on client-service experience within a local wealth-management team.

ATAs will develop knowledge across investments, retirement, tax and estate planning, aiming for Associate Wealth Advisor roles. Training, licensing support, and milestone-based assessments drive readiness for progression.

Qualifications

• Pursuing a bachelor’s or master’s degree in a related field.
• Enrollment in or graduation from CFP Board Registered Program.
• Permanent authorization to work in the U.S.
• Ability to obtain Series 65 within the program timeframe.
• Strong interest in financial planning and wealth management.
• Proficient in Microsoft Office (Excel, Outlook, Word).

Responsibilities

• Participate in structured curriculum and readiness assessments.
• Assist with client-service and financial-planning assignments.
• Gather and analyze client financial information and draft planning analyses.
• Assist with client meeting preparation, agendas and notes.
• Coordinate with advisory teams to support client needs.

Skills

Interpersonal communication

Teamwork

Analytical skills

Attention to detail

Education

Bachelor’s or Master’s in Financial Planning/Related Field

CFP Board Registered Program

Tools

Microsoft Office

Job description

Focus Partners invites high-potential graduates to join the Summer 2027 cohort as Advisory Team Associates (ATAs) in Chicago. The program combines structured financial-planning education with hands-on client-service experience within a local wealth-management team.

ATAs will develop knowledge across investments, retirement, tax and estate planning, aiming for Associate Wealth Advisor roles. Training, licensing support, and milestone-based assessments drive readiness for progression.