Focus Partners Wealth

Associate Wealth Advisor

Bachelor’s degree, Series 65 or equivalent within 120 days, 2+ years financial services, strong interpersonal skills, knowledge of financial planning concepts.

Data Services Specialist 

Bachelor’s degree or relevant experience in data management; proficient with Windows and Microsoft Office; familiarity with Orion, custodian platforms, Salesforce; strong organization and communication skills.

Wealth Advisor

Bachelor’s degree; Series 65 within 120 days; 2+ years financial services; strong interpersonal skills; knowledge of financial planning concepts; clean U4.

Associate Wealth Advisor 

Bachelor’s degree; Series 65 within 120 days; 4+ years financial services experience; CFP or equivalent preferred; strong analytical, interpersonal and financial planning skills; proficient with financial software and CRM; clean U4

Tax Manager

CPA/EA/JD with 5+ years of tax experience; strong communication; proficient in MS Office; team and solo work; willing to work extra hours; experience with high-net-worth taxes.

Tax Administrator 

Prior Tax Admin/Tax Ops experience; strong verbal/written communication; ability to coordinate across teams; degree preferred.

Bachelor's degree; 2+ years financial planning; Series 65; strong interpersonal skills; knowledge of financial products; clean U4.

Title	Location	Date
Associate Wealth Advisor Full Time · $70K-$80K · 2+ YOE St. Louis, Missouri, United States · Hybrid	St. Louis, Missouri, United States Hybrid	Jan 15, 2026
Data Services Specialist Full Time · $50K-$60K St. Louis, Missouri, United States · Hybrid	St. Louis, Missouri, United States Hybrid	Jan 12, 2026
Associate Wealth Advisor Full Time · 2+ YOE Atlanta, Georgia, United States · Hybrid	Atlanta, Georgia, United States Hybrid	Jan 5, 2026
Associate Wealth Advisor Full Time · $95K-$105K · 4+ YOE Needham, Massachusetts, United States · Hybrid	Needham, Massachusetts, United States Hybrid	Dec 12, 2025
Tax Manager Full Time · $110K-$130K · 5+ YOE United States · Remote	United States Remote	Aug 1, 2025
Tax Administrator Full Time · $60K-$70K St. Louis, Missouri, United States · Hybrid	St. Louis, Missouri, United States Hybrid	Aug 1, 2025
Associate Wealth Advisor Full Time · $83K-$88K · 2+ YOE San Francisco, California, United States · Onsite	San Francisco, California, United States Onsite	Jul 22, 2025

Activities	Wealth managementFinancial planningInvestment managementRetirement planningEstate planning
Headquarters	US
Industries	Wealth ManagementFinancial Services
Name	Focus Partners Wealth
Employees	1,535
Type	Private
Parent Company	Focus Financial Partners
Tagline	Provides personalized wealth management and financial planning services.
Founded	2,011
Website	focuspartners.com
Latest Funding Round	Private Equity
Latest Funding Year	2,023
Latest Funding Amount	7,000,000,000
Latest Investors	Clayton, Dubilier & Rice

Focus Partners Wealth

About Focus Partners Wealth