Wealth Advisory Associate – Cohort Program (Onsite)

Focus Partners Wealth; Southlake (TX); Hybrid; USD 65,000 - 75,000; Full time

Benefits offered by this job

Comprehensive benefits package

On-site work in Southlake

Job summary

Focus Partners Wealth is seeking high-potential graduates to join the Summer 2027 Advisory Team Associate cohort, based on-site in Southlake, TX. This structured program builds the next generation of Associate Wealth Advisors through a dedicated curriculum, coaching, and licensing support, progressing toward an Associate Wealth Advisor role as opportunities arise.

ATAs work within local wealth-management teams, collaborating with Wealth Advisors and other colleagues, with travel as needed and a

Qualifications

• Pursuing a bachelor’s or master’s degree in a related field.
• Expected graduation date between December 2026 and Spring 2027.
• Authorized to work in the U.S. permanently.
• CFP registration is preferred.

Responsibilities

• Actively participate in the cohort program experience, including structured curriculum, coaching, applied learning, competency evaluations, milestone reviews, and readiness assessments across the core areas of financial planning.
• 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 appropriately escalate matters requiring advisor guidance.
• Develop foundational knowledge of investments, retirement, tax, estate planning, insurance, cash flow, and portfolio construction.
• Coordinate with client service, investment, tax, estate, insurance, and other professionals to support client needs and incorporate approved guidance.
• Maintain accurate client records and assigned responsibilities within the CRM while following regulatory, compliance, privacy, billing, and documentation standards.
• Build proficiency in the firm’s technology platforms and complete required licensing, training, assessments, and professional development activities.

Skills

Interpersonal communication

Analytical skills

Team-oriented

Microsoft Office

Adaptability

Education

Bachelor’s or Master’s degree in financial planning or related field

CFP Board Registered Program (Preferred)

Tools

CRM systems

Microsoft Office

Job description

Focus Partners Wealth is seeking high-potential graduates to join the Summer 2027 Advisory Team Associate cohort, based on-site in Southlake, TX. This structured program builds the next generation of Associate Wealth Advisors through a dedicated curriculum, coaching, and licensing support, progressing toward an Associate Wealth Advisor role as opportunities arise.

ATAs work within local wealth-management teams, collaborating with Wealth Advisors and other colleagues, with travel as needed and a