Wealth Planning Associate (Cohort Program)

Focus Partners; Needham (MA); On-site; USD 55,000 - 75,000; Full time

Job summary

Focus Partners is seeking an entry‑level Advisory Team Associate for a full‑time cohort program. The role is in-person at designated US offices, with 3–5 days on-site per week, designed to develop future Associate Wealth Advisors through structured curriculum and hands-on client service.

You will engage in supervised financial planning, analyze client information, and collaborate with wealth management teams to support advisory work while pursuing essential registrations such as the Series 65.

Qualifications

• Pursuing a bachelor’s or master’s degree in financial planning, finance, accounting, business, wealth management, economics, or related field with graduation between Dec 2026 and Spring 2027.
• Foundational exposure to financial planning, investments, or wealth management via coursework, internships, or related experiences.
• Ability to obtain the Series 65 within the program timeframe.
• Strong analytical, detail orientation, communication skills, and proficiency with MS Office.

Responsibilities

• Participate in the comprehensive cohort program with structured curriculum, coaching, applied learning, evaluations, and readiness assessments.
• Apply program learning through supervised client-service and financial-planning assignments.
• Analyze client financial information and draft planning analyses for senior advisor review.
• Prepare client meeting materials, agendas, notes, and manage follow‑ups for smooth interactions.
• Coordinate with internal and external professionals to support client needs and apply approved guidance.

Skills

Analytical skills

Attention to detail

Interpersonal communication

MS Office

Series 65 readiness

Education

Bachelor's or Master's in Financial Planning/Finance

Tools

Microsoft Office Suite (Excel/Outlook/Word)

Job description

Focus Partners is seeking an entry‑level Advisory Team Associate for a full‑time cohort program. The role is in-person at designated US offices, with 3–5 days on-site per week, designed to develop future Associate Wealth Advisors through structured curriculum and hands-on client service.

You will engage in supervised financial planning, analyze client information, and collaborate with wealth management teams to support advisory work while pursuing essential registrations such as the Series 65.