Focus Financial Partners · 1 month ago
Associate, Client Advisor
Los Angeles, CA
Full-time
Hybrid
New Grad, Entry Level
$70K/yr - $90K/yr
0+ years expFocus Financial Partners is a leading partnership of fiduciary wealth management firms. They are seeking an Associate, Client Advisor to support ultra-high-net-worth clients with financial and investment needs, manage account openings, and collaborate with professionals to enhance client service.
Asset ManagementFinanceFinancial ServicesWealth Management
Responsibilities
Support the implementation and maintenance of clients’ investment and strategic financial plans
Coordinate account openings, transfers, and ongoing portfolio administration
Prepare customized client meeting materials, presentations, and reports
Monitor portfolios to ensure alignment with target asset allocations and investment guidelines
Confirm and track trading activity and other investment-related transactions
Serve as a point of contact for client inquiries, ensuring timely and accurate responses
Collaborate with tax advisors, estate planners, and other professionals to address clients’ broader financial needs
Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency
Maintain a high level of accuracy, organization, and discretion in handling confidential client information
Ensure all client-related activities are compliant with firm policies and regulatory standards
Qualification
Required
Minimum of a Bachelor's degree in Finance, Economics or other related discipline
0-3 years of relevant professional experience
Strong proficiency in Microsoft Word, Excel, and PowerPoint
Excellent organizational, prioritization, and time management skills
Analytical with a strong attention to detail; problem solve effectively
High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
Strong written and oral communication skills
Preferred
Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.)
Experience with applications such as Addepar or RedBlack
Benefits
Meaningful annual cash opportunity
Comprehensive benefits package
Company
Focus Financial Partners
Focus Financial Partners is a partnership of fiduciary wealth management firms that offers support and access to capital for growth.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$85M2023-02-27Acquired
2018-07-25IPO
2009-11-16Series Unknown· $50M
Leadership Team
Michael Nathanson
Chief Executive Officer
Adam Birenbaum
President
Recent News
Business Wire
2025-12-13
Company data provided by crunchbase