Wealth Advisory Cohort Associate - Onsite Atlanta

Focus Partners Wealth; Atlanta (GA); Hybrid; USD 54,000 - 66,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Bonus potential

Job summary

Focus Partners Wealth is launching the Summer 2027 Advisory Team Associate (ATA) cohort in Atlanta. The program develops future wealth advisors through a structured curriculum, applied learning, and licensing support, with milestone-based readiness assessments.

ATAs work on-site with an advisory team, gaining client-service experience and professional development. Graduates may transition to an Associate Wealth Advisor role as business needs permit.

Qualifications

• Pursuing a bachelor’s or master’s degree in a related field with expected graduation between Dec 2026 and Spring 2027.
• Enrollment in CFP Board Registered Program is preferred.
• Foundational exposure to financial planning through coursework or internships.

Responsibilities

• Gather and analyze client financial information and draft financial plans.
• Assist with client meeting preparation, including agendas and notes.
• Identify planning gaps or opportunities and escalate as needed.
• Coordinate with professionals to support client needs and approved guidance.
• Maintain accurate client records in the CRM and complete licensing steps.

Skills

Interpersonal communication

Analytical skills

Teamwork

Education

Bachelor's or Master's in related field

CFP Board Registered Program (preferred)

Tools

Microsoft Office

Job description

Focus Partners Wealth is launching the Summer 2027 Advisory Team Associate (ATA) cohort in Atlanta. The program develops future wealth advisors through a structured curriculum, applied learning, and licensing support, with milestone-based readiness assessments.

ATAs work on-site with an advisory team, gaining client-service experience and professional development. Graduates may transition to an Associate Wealth Advisor role as business needs permit.