Wealth Advisory Cohort Associate

Focus Partners Wealth; St. Louis (MO); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth in St. Louis, MO invites high-potential graduates to join a structured Advisory Team Associate cohort program.

You will work with Wealth Advisors and other teams, completing curriculum, licensing support, and milestone-based assessments to prepare you for an Associate Wealth Advisor role. The program emphasizes hands-on client service, financial-planning, and collaboration across teams.

Qualifications

• Pursuing bachelor’s or master’s in financial planning, finance, accounting, wealth management, economics, or related field.
• Enrollment in CFP Board Registered Program is preferred.
• Permanent authorization to work in the U.S. is required.

Responsibilities

• Actively participate in the cohort program experience with structured curriculum, coaching, and readiness assessments.
• Apply program learning through supervised client-service and financial-planning assignments.
• Gather and analyze client financial information and draft financial plans and analyses for review.
• Assist with client meeting prep, agendas, planning materials, notes, and follow-up actions.
• Identify planning gaps or opportunities and escalate as needed.
• Develop knowledge of investments, retirement, tax, estate planning, insurance, cash flow, and portfolio construction.

Skills

Analytical skills

Interpersonal communication

Team collaboration

Computer literacy

Adaptability

Education

Bachelor’s or Master’s degree in financial planning, finance, accounting, wealth management, economics, or related field

CFP Board Registered Program enrollment (Preferred)

Tools

Microsoft Office

Job description

Focus Partners Wealth in St. Louis, MO invites high-potential graduates to join a structured Advisory Team Associate cohort program.

You will work with Wealth Advisors and other teams, completing curriculum, licensing support, and milestone-based assessments to prepare you for an Associate Wealth Advisor role. The program emphasizes hands-on client service, financial-planning, and collaboration across teams.