Focus Partners Wealth

HQ
Saint Louis
1,237 Total Employees

Focus Partners Wealth Benefits Overview

Compensation + Benefits

Offers 401(K)

Offers life insurance

Offers supplemental life insurance

Offers disability insurance

Offers charitable contribution matching

Offers accidental death & dismemberment insurance

Offers dental insurance

Offers health insurance

Offers Health Savings Account (HSA)

Offers Flexible Spending Account (FSA)

Offers vision insurance

Offers dependent care

Provides family medical leave

Offers generous parental leave

Offers performance bonuses

Company Culture

Provides commuter benefits

Offers a remote work program

Work-Life Balance + Wellbeing

Offers company-sponsored outings

Offers an Employee Assistance Program (EAP)

Offers generous PTO

Provides paid sick days

Provides military leave

Provides paid holidays

Provides bereavement leave

Career Growth + Development

Provides customized development tracks

Job training & conferences

Provides tuition assistance

5 Days AgoSaved
In-Office
2 Locations
Business Intelligence • Financial Services
Lead end-to-end analytics and data product work for Employee and Corporate Finance domains: source system discovery (notably Workday), source-to-target mapping, curation into a unified data model, stakeholder partnership, prototyping with code and visualizations, backlog ownership, and ongoing validation and support of business-facing data products.
6 Days AgoSaved
In-Office
Needham, MA, USA
Business Intelligence • Financial Services
Partner with Wealth Advisors to develop and implement holistic financial plans (retirement, tax, estate, insurance, investments). Manage client communications, execute portfolio actions with the Portfolio Management team, maintain CRM records, perform billing reviews, and support firm strategy. Hybrid role with some in-person client meetings and occasional travel.
8 Days AgoSaved
In-Office
Needham, MA, USA
Business Intelligence • Financial Services
The Associate Wealth Advisor works closely with Wealth Advisors to create personalized financial plans, enhance client relationships, and manage investment strategies, focusing on retirement, tax, and estate planning.