Wealth Advisory Associate Trainee

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

Benefits offered by this job

Medical, dental, vision

401(k)

Job summary

LE0123 Focus Partners Wealth LLC seeks high-potential graduating students to join the Summer 2027 cohort as Advisory Team Associates (ATAs). The program develops future Associate Wealth Advisors through curriculum, hands-on learning, coaching, and licensing support, with graduation leading to an Associate Wealth Advisor role.

ATAs work on-site three to five days per week and may travel. The program includes training, licensing, and milestone assessments, preparing you for a long-term career in

Qualifications

• Currently pursuing a bachelor’s or master’s degree in financial planning, finance, accounting, business, wealth management, economics, or another related field.
• Expected graduation date between December 2026 and Spring 2027.
• Enrollment in or graduation from a CFP Board Registered Program.
• (Preferred) Foundational exposure to financial planning, investments, or wealth management through coursework, internships, campus organizations, or related experience.
• (Preferred) Candidates must have permanent authorization to work in the U.S.
• Ability to work from and commute to the selected office.
• Ability to obtain the Series 65, or another required registration, within the timeframe established by the program.
• Strong interest in financial planning, client service, and building a long-term career in wealth management.
• Proficient in Microsoft Office (Excel, Outlook, Word); comfortable learning new systems.
• Excellent analytical skills and attention to detail.
• Strong interpersonal communication skills.
• Team-oriented approach with the ability to collaborate effectively across functions.
• Demonstrated learning agility, intellectual curiosity, client-service orientation, technical aptitude, adaptability, accountability, and follow-through.
• Ability to meet the firm’s registration and regulatory eligibility requirements.

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 escalade 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

Analytical skills

Interpersonal skills

Team collaboration

Client service

Learning agility

Time management

Education

Bachelor’s or Master’s degree in related field

CFP Board Registered Program

Tools

Microsoft Office

Job description

LE0123 Focus Partners Wealth LLC seeks high-potential graduating students to join the Summer 2027 cohort as Advisory Team Associates (ATAs). The program develops future Associate Wealth Advisors through curriculum, hands-on learning, coaching, and licensing support, with graduation leading to an Associate Wealth Advisor role.

ATAs work on-site three to five days per week and may travel. The program includes training, licensing, and milestone assessments, preparing you for a long-term career in