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Wealth Planning Associate – Cohort Program

Job in Bellevue, Campbell County, Kentucky, 41073, USA
Listing for: LE0123 Focus Partners Wealth LLC
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 59000 - 72000 USD Yearly USD 59000.00 72000.00 YEAR
Job Description & How to Apply Below

Focus Partners is seeking high-potential students to join the Summer 2027 cohort as Advisory Team Associates (ATAs). This structured program builds next-gen wealth advisors through a curriculum, mentorship, licensing support, and milestone assessments.

ATAs will work on-site 3–5 days per week with some travel, collaborating with Wealth Advisors and teams to gain hands-on experience and progress toward an Associate Wealth Advisor role.

Step into the Wealth Planning Associate – Cohort Program role at LE0123 Focus Partners Wealth LLC in Bellevue, KY, United States and grow with us.

We would love to welcome a new Wealth Planning Associate – Cohort Program to our organisation in Bellevue, KY, United States.

For the Wealth Planning Associate – Cohort Program position at LE0123 Focus Partners Wealth LLC, we are reviewing applications now.

Please review the full job details above before applying.

Position Requirements
10+ Years work experience
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