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Wealth Planning Cohort Associate

Job in Bellevue, King County, Washington, 98009, USA
Listing for: Focus Financial Partners
Full Time position
Listed on 2026-11-05
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 graduating students to join the Summer 2027 cohort program as Advisory Team Associates (ATAs). This structured program builds future Associate Wealth Advisors through financial-planning curriculum, applied learning, and coaching.

ATAs will train with Wealth Advisors and may transition to an Associate Wealth Advisor role upon graduation. The role is on-site, 3–5 days/week, with potential travel and office placement decisions based on business needs and

Our group is growing, and we are hiring a Wealth Planning Cohort Associate in Bellevue, WA, United States.

This role, Wealth Planning Cohort Associate at Focus Financial Partners, could be your next career step.

Are you ready to take on the Wealth Planning Cohort Associate role at Focus Financial Partners?

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

Position Requirements
10+ Years work experience
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