Wealth Integration Lead & Advisor Trainer

Doist; St. Louis (MO); Hybrid; USD 100,000 - 115,000; Full time

Job summary

Focus Partners Wealth seeks an Integration Advisor to guide new offices through integration and advisor training, serving as a trusted resource throughout onboarding. The role supports adoption of Focus best practices, technology, and client experience expectations while helping offices navigate questions and development needs. The position is hybrid with 3 days onsite in St.

Louis. Applicants should have 7+ years in wealth/investment management or related consulting, Series 65, and strong

Qualifications

• Bachelor’s degree in business, finance, or related field or equivalent experience.
• Series 65 license required.
• 7+ years in investment/wealth management or related consulting.
• 5+ years with Focus Partners Wealth or similar firm.
• Deep knowledge of wealth management and financial planning concepts.
• Experience with CRM systems and project management tools incl. Teamwork.
• Proficiency with Microsoft Office, Excel, and Adobe tools.

Responsibilities

• Lead advisor training and provide ongoing support for Wealth Advisors and Associates.
• Serve as the primary liaison for advisor questions and support needs.
• Maintain knowledge of Focus resources, tools, teams, and processes.
• Assist with transitions and client experiences; contribute to retention goals.
• Document activities and opportunities in Salesforce/Teamwork; collaborate with leadership.

Skills

Wealth management

Client relationship management

Consultative coaching

Strategic planning

Communication

Education

Bachelor’s degree in business/finance or related field

MBA or CFA designation helpful

Tools

CRM platforms

Teamwork

Microsoft Office

Adobe tools

Job description

Focus Partners Wealth seeks an Integration Advisor to guide new offices through integration and advisor training, serving as a trusted resource throughout onboarding. The role supports adoption of Focus best practices, technology, and client experience expectations while helping offices navigate questions and development needs. The position is hybrid with 3 days onsite in St.

Louis. Applicants should have 7+ years in wealth/investment management or related consulting, Series 65, and strong