Referral Channel Specialist: Onboarding & Growth; Hybrid
Listed on 2026-10-13
-
Finance & Banking
Financial Advisor / Consultant, Financial Services
Focus Partners is seeking a Referral Channel Specialist to partner with BDOs and Advisor Teams, delivering a scalable onboarding process for clients referred to Schwab and Fidelity. The role emphasizes timely, accurate onboarding and strong collaboration with FCs and advisors.
The position is non-exempt with a base pay range of $60,000–$65,000 per year, with potential bonuses and a comprehensive benefits package. Hybrid schedule: 3 days in office, up to 2 remote days weekly.
The following opening is for a Referral Channel Specialist:
Onboarding & Growth (Hybrid) with Focus Financial Partners.
Join Focus Financial Partners and contribute to our ongoing work.
Take a moment to read everything above and see whether this role is right for you.
This posting is for the Referral Channel Specialist:
Onboarding & Growth (Hybrid) role at Focus Financial Partners, based in Atlanta, GA, United States.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).