Wealth Advisory Cohort Associate — Finance Career Path

LE0123 Focus Partners Wealth LLC; Atlanta (GA); On-site; USD 54,000 - 66,000; Full time

Benefits offered by this job

No perks specified

Job summary

Focus Partners Wealth LLC in Atlanta, GA is seeking high-potential graduating students for the Summer 2027 Cohort Program as Advisory Team Associates (ATAs). The program combines financial-planning curriculum, hands-on client work, and licensing support to prepare you for an Associate Wealth Advisor role.

ATAs work on-site with a wealth-management team, complete required assessments, and may pursue the Series 65.

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.
• Foundational exposure to financial planning, investments, or wealth management through coursework, internships, campus organizations, or related experience.
• Candidates must have permanent authorization to work in the U.S.
• Ability to complete required assessments and a digital video interview within 5 days of receiving the link.
• 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.
• This position is a non-exempt position.

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 escalat[e] 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

Microsoft Office

Excel

Outlook

Word

Analytical skills

Interpersonal communication

Teamwork

Series 65

CRM systems

Education

Finance degree candidate

Tools

CRM systems

Job description

Focus Partners Wealth LLC in Atlanta, GA is seeking high-potential graduating students for the Summer 2027 Cohort Program as Advisory Team Associates (ATAs). The program combines financial-planning curriculum, hands-on client work, and licensing support to prepare you for an Associate Wealth Advisor role.

ATAs work on-site with a wealth-management team, complete required assessments, and may pursue the Series 65.