Focus Partners Wealth

HQ
Clayton
1,237 Total Employees
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Focus Partners Wealth Benefits Overview

Compensation + BenefitsCompany CultureWork-Life Balance + WellbeingCareer Growth + Development

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

Recently posted jobs

See all jobs at Focus Partners Wealth
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Focus Partners Wealth

Associate Wealth Advisor

10 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.
Focus Partners Wealth Logo
Focus Partners Wealth

Associate Wealth Advisor

14 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.
Focus Partners Wealth Logo
Focus Partners Wealth

Senior Associate Wealth Advisor

15 Days AgoSaved
In-Office
Boston, MA, USA
Business Intelligence • Financial Services
Partner with Wealth Advisors to create and present comprehensive financial plans, develop advanced planning recommendations, manage client relationships and prospect pipelines, execute investment and tax strategies, support trading and portfolio actions, handle client communications and billing, and contribute to team business planning.
see all jobs at Focus Partners Wealth