Wealth Advisory Associate — Summer Cohort

Focus Partners; Atlanta (GA); On-site; USD 54,000 - 66,000; Full time

Job summary

Focus Partners seeks high-potential graduating students to join the Summer 2027 cohort as Advisory Team Associates (ATAs). The program develops future Associate Wealth Advisors through a structured curriculum, coaching, licensing support, and milestone-based readiness assessments.

ATAs will work on-site with local wealth-management teams, gaining client-service experience and exposure to financial-planning disciplines with potential transition to an Associate Wealth Advisor role upon graduation

Qualifications

• Pursuing or completed degree in finance, wealth management, or related field with exposure to financial planning.
• Enrollment in CFP Board registered program preferred.
• Permanent authorization to work in the U.S.

Responsibilities

• Participate in cohort program experience, including curriculum, coaching, and readiness assessments.
• Support supervised client-service and financial-planning assignments.
• Gather and analyze client financial information and draft plans.
• Assist with client meeting prep and follow-up activities.
• Identify planning gaps and escalate with advisor guidance.
• Build knowledge in investments, retirement, tax, estate planning, and insurance.
• Collaborate with service, investment, tax, estate, and other professionals to meet client needs.
• Maintain accurate client records in CRM and follow regulatory standards.
• Develop proficiency in firm's technology platforms and complete licensing requirements.

Skills

Financial planning

Client service

Analytical skills

Team collaboration

Learning agility

Communication skills

Regulatory readiness

MS Office proficiency

Education

Bachelor’s or Master’s in finance/related field

CFP Board Registered Program (Preferred)

Tools

Microsoft Office

Job description

Focus Partners seeks high-potential graduating students to join the Summer 2027 cohort as Advisory Team Associates (ATAs). The program develops future Associate Wealth Advisors through a structured curriculum, coaching, licensing support, and milestone-based readiness assessments.

ATAs will work on-site with local wealth-management teams, gaining client-service experience and exposure to financial-planning disciplines with potential transition to an Associate Wealth Advisor role upon graduation