Referral Channel Specialist; Hybrid Onboarding
Listed on 2026-10-13
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Finance & Banking
Focus Partners is seeking a Referral Channel Specialist who partners with BDOs and Advisor Teams to drive a scalable onboarding and referral process across Schwab and Fidelity programs. This non‑exempt role supports a hybrid schedule with 3 days in office per week and 2 remote days, based in Atlanta, Chicago, or Nashville.
The annual base pay ranges from $60,000 to $65,000 with potential bonuses and comprehensive benefits. Salesforce is used for data entry and workflows.
This opportunity is for the Referral Channel Specialist (Hybrid) — Growth & Onboarding role at LE0123 Focus Partners Wealth LLC.
The Referral Channel Specialist (Hybrid) — Growth & Onboarding role at LE0123 Focus Partners Wealth LLC is now open for applications in Atlanta, GA, United States.
Join us at LE0123 Focus Partners Wealth LLC as our next Referral Channel Specialist (Hybrid) — Growth & Onboarding in Atlanta, GA, United States.
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