Wealth Advisory Associate — Summer Cohort

LE0123 Focus Partners Wealth LLC; Boston (MA); On-site; USD 59,000 - 72,000; Full time

Job summary

Focus Partners is launching a Summer 2027 cohort program in Boston to develop the next generation of Associate Wealth Advisors. ATAs will engage in a structured curriculum, advisory-team collaboration, and licensing support, with on-site work 3–5 days per week and occasional travel.

Participants progress toward an Associate Wealth Advisor role through rigorous training, assessments, and exposure to client-service experiences within local wealth-management teams.

Qualifications

• Pursuing or recently completed degree in finance or business.
• CFP Board Registered Program enrollment or completion.
• Authorized to work in the U.S.
• Willing to obtain Series 65 within the program timeframe.

Responsibilities

• Participate in structured curriculum and readiness assessments.
• Assist with client-service and financial-planning assignments.
• Draft financial plans from client information.
• Prepare client meeting materials and notes.
• Identify planning gaps and escalate appropriately.
• Develop knowledge of investments, retirement, tax, estate planning, insurance, and portfolio construction.
• Coordinate with professionals to support client needs.
• Maintain accurate CRM records and comply with regulatory standards.
• Build proficiency in the firm’s technology platforms and licensing requirements.

Skills

Financial planning

Client service

Analytical skills

Communication

Teamwork

Education

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

Tools

Microsoft Office

Excel

CRM systems

Job description

Focus Partners is launching a Summer 2027 cohort program in Boston to develop the next generation of Associate Wealth Advisors. ATAs will engage in a structured curriculum, advisory-team collaboration, and licensing support, with on-site work 3–5 days per week and occasional travel.

Participants progress toward an Associate Wealth Advisor role through rigorous training, assessments, and exposure to client-service experiences within local wealth-management teams.