Advisory Team Associates (ATAs) – Cohort Program Summer 2027 – Financial Planning

Job Description

Advisory Team Associate (Full-Time Cohort Program) | Focus Partners

The Tone:
This is a full-time role at Focus Partners, located in designated offices where work is performed on-site three to five days per week. Focus Partners is an organization providing comprehensive wealth, asset, and business management resources that supports clients in managing their financial future. This structured, cohort-based development program is designed to build the next generation of Associate Wealth Advisors. It achieves this by developing technical knowledge, client-service capabilities, and professional judgment through a shared experience and dedicated curriculum.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person at designated offices
• Pay: $60000 yearly
• Team: Works within a local wealth management team, partnering closely with Wealth Advisors, Associate Wealth Advisors, and other colleagues.
• Mission: To train and develop high-potential graduating students into Associate Wealth Advisors through a structured program with comprehensive support.
• Tech Stack: Microsoft Office (Excel, Outlook, Word), CRM, firm’s technology platforms.

What You’ll Actually Do
• Program Participation: Actively engage in the cohort program experience, including structured curriculum, coaching, applied learning, competency evaluations, and readiness assessments across core financial planning areas.
• Client Service Application: Apply program learning through supervised client-service and financial-planning assignments.
• Financial Analysis: Gather and analyze client financial information to draft financial plans and planning analyses for review.
• Meeting Support: Assist with client meeting preparation, including creating agendas, preparing planning materials, taking meeting notes, and performing follow-up activities.
• Issue Escalation: Identify planning gaps, risks, or opportunities and appropriately escalate matters requiring advisor guidance.

The Must-Haves
• Background: Currently pursuing a bachelor’s or master’s degree in financial planning, finance, accounting, business, wealth management, economics, or a related field, with an expected graduation date between December 2026 and Spring 2027.
• Experience: Ability to obtain the Series 65, or another required registration, within the timeframe established by the program, and permanent authorization to work in the U.S.
• Skills: Proficient in Microsoft Office (Excel, Outlook, Word), excellent analytical skills with strong attention to detail, and robust interpersonal communication skills.
• Bonus: Enrollment in or graduation from a CFP Board Registered Program, or foundational exposure to financial planning, investments, or wealth management through coursework, internships, or related experience.