Focus Partners Wealth

4 open remote positions

Focus Partners Wealth is a financial services firm specializing in tax preparation and planning for high-net-worth individuals. As part of the larger Focus Financial Partners network, we combine deep expertise with a client-first approach to deliver personalized solutions.

Salary Distribution 4 of 4 jobs

Benefits Overview 4 of 4 jobs

401(k) (3) Dental (3) Life Insurance (3) Medical (3) Vision (3) Annual Cash Bonus (1) Comprehensive Benefits Package (1)

Open Positions

Integration Data Analyst

$55,000–$65,000/yr
US

  • Partner with the Onboarding & Integration team to support successful execution of system integration plans for acquired Focus offices.
  • Perform detailed comparisons between legacy systems and Orion to validate account performance, billing, and related operational data.
  • Identify data discrepancies, escalate issues, and coordinate timely resolution with internal teams and external partners.

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Associate Wealth Advisor

$75,000–$95,000/yr
US

  • Develop, revise, and present financial plans through planning software, specializing in retirement, risk management, tax, estate, and investment planning.
  • Partner with Wealth Advisors to maintain and enhance client relationships by actively participating in the financial planning process.
  • Mastery of technology stack including CRM and custodian websites, and serve as day-to-day contact for client needs.

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