Focus Partners WealthHighlight
Summary
About the Role
About You
- Bachelor's degree required.
- 5+ years financial services experience with demonstrated results in business development and sales with investment clients.
- Experience with Schwab and Fidelity referral channels.
- Proficient in Microsoft Office Suite, Salesforce, and custodian platforms.
- Strong background in discussing investments and financial markets with clients.
Benefits
- Competitive starting pay in the $250k–$300k range, tailored to experience and expertise.
- Uncapped growth-related compensation based on AUM growth.
- Eligibility for an additional annual bonus tied to a tiered structure for greater AUM growth.
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do. Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.adviserinfo.sec.gov.