Wealth Planning Cohort Associate

Focus Financial Partners; Bellevue (WA); Vor Ort; USD 59.000 - 72.000; Vollzeit

Benefits dieser Stelle

Annual bonus

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k)

Zusammenfassung

Focus Partners is seeking high-potential graduating students to join the Summer 2027 cohort program as Advisory Team Associates (ATAs). This structured program builds future Associate Wealth Advisors through financial-planning curriculum, applied learning, and coaching.

ATAs will train with Wealth Advisors and may transition to an Associate Wealth Advisor role upon graduation. The role is on-site, 3–5 days/week, with potential travel and office placement decisions based on business needs and

Jobbeschreibung

Focus Partners is seeking high-potential graduating students to join the Summer 2027 cohort program as Advisory Team Associates (ATAs). This structured program builds future Associate Wealth Advisors through financial-planning curriculum, applied learning, and coaching.

ATAs will train with Wealth Advisors and may transition to an Associate Wealth Advisor role upon graduation. The role is on-site, 3–5 days/week, with potential travel and office placement decisions based on business needs and