Wealth Planning Associate – Cohort Program

LE0123 Focus Partners Wealth LLC; Bellevue (KY); On-site; USD 59,000 - 72,000; Full time

Benefits offered by this job

Medical and dental benefits

401(k) with match

Bonus potential

Job summary

Focus Partners is seeking high-potential students to join the Summer 2027 cohort as Advisory Team Associates (ATAs). This structured program builds next-gen wealth advisors through a curriculum, mentorship, licensing support, and milestone assessments.

ATAs will work on-site 3–5 days per week with some travel, collaborating with Wealth Advisors and teams to gain hands-on experience and progress toward an Associate Wealth Advisor role.

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 preferred.
• Permanent authorization to work in the U.S. preferred.
• Ability to work from and commute to the selected office.
• Ability to obtain the Series 65 or equivalent registration within the program timeframe.
• Strong interest in financial planning and client service for a long-term wealth-management career.
• Proficient in Microsoft Office (Excel, Outlook, Word); comfortable learning new systems.
• Excellent analytical skills and attention to detail.
• Strong interpersonal communication skills and team-oriented mindset.
• Demonstrated learning agility and accountability.

Responsibilities

• Actively participate in the cohort program experience with structured curriculum and coaching.
• Apply program learning through supervised client-service and financial-planning assignments.
• Gather and analyze client financial information and draft planning analyses.
• Assist with client meeting preparation, agendas, and follow-up activities.
• Coordinate with service, investment, tax, and estate teams to support client needs.

Skills

CFP Prep

Communication

Analytical skills

Teamwork

Microsoft Office

Education

Bachelor’s or Master’s in related field

CFP Board Registered Program

Tools

Microsoft Excel

CRM system

Job description

Focus Partners is seeking high-potential students to join the Summer 2027 cohort as Advisory Team Associates (ATAs). This structured program builds next-gen wealth advisors through a curriculum, mentorship, licensing support, and milestone assessments.

ATAs will work on-site 3–5 days per week with some travel, collaborating with Wealth Advisors and teams to gain hands-on experience and progress toward an Associate Wealth Advisor role.