Integration Advisor

position summary

the integration advisor plays a critical role in guiding new focus partners wealth offices through the integration and advisor training process, serving as a primary relationship lead and trusted resource throughout onboarding. This role supports the adoption of focus best practices, operating standards, technology capabilities, and client experience expectations while helping offices navigate day-to-day questions, onsite engagement, and advisor development needs.

the integration advisor partners closely with the managing director, onboarding & integration, integration directors, integration advisors, integration managers, data analysts, and advisory team leadership to deliver a coordinated, consistent, and high-quality integration experience for offices joining the focus partners wealth family.

this role will be hybrid with 3 days per week onsite in our st. Louis office.

• serve as a functional integration expert and trusted resource for new offices, with subject matter expertise in client experience, technology usage, business development, financial planning, firm/partner buy‑in, and succession/hiring.
• lead advisor training and provide ongoing support for wealth advisors and associate wealth advisors at newly integrated focus offices.
• act as the primary liaison for advisor‑related questions, issues, and support needs with new focus partners wealth regional offices.
• maintain broad knowledge of focus resources, tools, teams, and processes, and engage the appropriate subject matter experts when needed.
• communicate a thorough understanding of the wealth advisor and associate wealth advisor roles within focus.
• support a superior client experience and contribute to the firm’s client retention objectives.
• assist with the transition of clients to centralized portfolio management (cpm) and moneyguideelite (mge).
• travel as needed and participate in client and prospect events throughout the year.
• provide direction, motivation, and coaching to advisors; encourage growth in assets under management (aum) and revenue derived from these relationships.
• share office and advisor feedback with division leaders and partner with the managing director, onboarding & integration to ensure updated materials are distributed through appropriate channels, including advisor development programs and onsite visits.
• manage and continually update teamwork templates to track, organize, and assign tasks for each transaction.
• document activities, business opportunities, and communications in salesforce and/or teamwork in a timely and accurate manner.
• maintain strong relationships with existing focus advisors and associate wealth advisors.
• maintain a high level of familiarity with focus tools, systems, processes, and procedures.
• perform additional departmental responsibilities assigned by the managing director, onboarding & integration.
• stay current on industry trends, publications, and best practices relevant to wealth management and integration.
• support leadership development by helping others identify opportunities, evaluate alternatives, and pursue objectives that support growth.
• pursue professional development and innovative solutions that strengthen personal effectiveness and team impact.
• uphold focus’ mission, values, and cultural standards while contributing to a collaborative, accountable, and high‑performing team environment.

• bachelor’s degree in business, finance, or a related field, or equivalent professional experience.
• series 65 license required.
• seven or more years of experience in investment management, wealth management, accounting, or professional services consulting.
• five or more years of experience within focus partners wealth or a comparable wealth management organization.
• deep knowledge of wealth management and financial planning concepts, practices, and client service expectations.
• experience using client relationship management systems and project management tools, including crm platforms and teamwork.
• proficiency with microsoft office, microsoft excel, and adobe tools.

• mba or cfa designation helpful; cfp or…