Wealth Advisory Trainee – Cohort Program

Focus Partners Wealth; Bellevue (WA); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Job summary

Focus Partners Wealth is seeking high-potential graduating students to join the Summer 2027 cohort as Advisory Team Associates (ATAs) to build the next generation of Associate Wealth Advisors through a structured curriculum, hands-on client work, and licensing support.

ATAs will work on-site with a local wealth-management team, collaborate with Wealth Advisors and other colleagues, and progress toward an Associate Wealth Advisor role upon meeting training and licensing milestones.

Qualifications

• Pursuing a bachelor’s or master’s degree in related field.
• Enrollment in CFP Board Registered Program (Preferred).
• Interest in financial planning and long-term wealth management career.

Responsibilities

• Actively participate in structured curriculum and coaching.
• Assist with client-service and financial-planning assignments.
• Gather and analyze client information and draft financial plans.
• Assist in meeting preparation and follow-up activities.
• Identify gaps or risks and escalate as needed.
• Build knowledge of investments, retirement, tax, and estate planning.
• Coordinate with professionals to support client needs.
• Maintain accurate client records and license/education progress.

Skills

Financial planning

Analytical skills

Client service

Team collaboration

Communication skills

Education

Bachelor's or Master's in financial planning / finance / accounting / wealth management

CFP Board Registered Program (Preferred)

Tools

Microsoft Office

Job description

Focus Partners Wealth is seeking high-potential graduating students to join the Summer 2027 cohort as Advisory Team Associates (ATAs) to build the next generation of Associate Wealth Advisors through a structured curriculum, hands-on client work, and licensing support.

ATAs will work on-site with a local wealth-management team, collaborate with Wealth Advisors and other colleagues, and progress toward an Associate Wealth Advisor role upon meeting training and licensing milestones.