Cohort Advisory Associate: Wealth Planning Path
Listed on 2026-10-17
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Finance & Banking
Financial Advisor / Consultant, Wealth Management
Focus Partners is seeking high-potential graduating students to join the Summer 2027 cohort as Advisory Team Associates (ATAs). This program builds the next generation of Associate Wealth Advisors through curriculum, applied learning, and coaching.
ATAs work on-site in a local wealth management team, partnering with Wealth Advisors and Associate Wealth Advisors. The program includes licensing support, readiness assessments, and a defined career path to an AWA role, with travel as needed.
This role, Cohort Advisory Associate:
Wealth Planning Path at Focus Partners, could be your next career step.
We have an opening for a Cohort Advisory Associate:
Wealth Planning Path in Needham, MA, United States within Human Resources.
This role, Cohort Advisory Associate:
Wealth Planning Path at Focus Partners, could be your next opportunity.
Are you ready to take on the Cohort Advisory Associate:
Wealth Planning Path role at Focus Partners?
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