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14 open roles read nightly from companies’ own hiring pages. Each one links to the original ad.
1–14 of 14 jobs
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Associate Wealth Advisor
7 days agoFocus Financial Partners · Pittsburgh, Pennsylvania, United States
On-siteEntry levelIdentifies and fulfills clients’ financial planning needs.; Works with advisors to interview clients to determine assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.; Analyzes client’s financial status, develops financial plans based on…
Senior Associate, Operations
8 days agoFocus Financial Partners · Bloomfield Hills, Michigan, United States
Senior$80K – $90K a yearOperationsThe candidate will work specifically with the firm’s operations team along with the rest of the Azimuth team to support the firm’s internal operations functions and client service requirements.
Portfolio Trading Specialist
10 days agoFocus Financial Partners · Pittsburgh, Pennsylvania, United States
On-siteMid levelMaintain Tamarac Advisor Rebalancing; Maintain client accounts, including model assignments, restrictions, and cash reserves.; Prepare and input trade orders according to portfolio guidelines.; Regularly review security settings and restrictions.; Run and monitor saved searches…
Bookkeeper
10 days agoFocus Financial Partners · Nashville, Tennessee, United States
Mid level$45K – $55K a yearFinanceResponsibilities include, but are not limited to:
Trade Operations Associate
2 weeks agoFocus Financial Partners · Boston, Massachusetts, United States
HybridEntry level$75K – $85K a yearOperationsCrestwood Advisors is a fast-growing, independent, fee-only Registered Investment Advisor overseeing $8+ billion in assets under management. With offices in Boston, Fairfield County (CT), and Providence (RI), Crestwood provides high-net-worth clients with comprehensive wealth…
Front Desk Receptionist
3 weeks agoFocus Financial Partners · Santa Monica, California, United States
Mid level$45K – $55K a yearAdministrationThe Front Desk Receptionist will provide administrative and operational support to senior leadership while assisting with a variety of internal office functions. This role requires someone who can effectively manage multiple priorities, maintain strict confidentiality, and…
VP, Business Development
4 weeks agoFocus Financial Partners · Lake Forest, Illinois, United States
Executive$125K – $150K a yearSalesProactively source and develop new client relationships with high-net-worth individuals and families; Generate and schedule meetings with prospective clients through networking, referrals, and centers of influence; Build relationships with external partners including accounting…
Client Service Associate
5 weeks agoFocus Financial Partners · Macon, Georgia, United States
Entry levelCustomer success & supportBuild and maintain positive client relationships.; Schedule and prepare for client meetings and reviews.; Assist clients with requests including deposits, withdrawals, documentation, and other account-related needs.; Serve as a liaison between clients, custodians, advisors,…
Associate Wealth Advisor
5 weeks agoFocus Financial Partners · New York, United States
Entry level$75K – $100K a yearKnowledge of tax, estate and insurance planning; Develop and revise financial plans through planning software; Obtain a mastery of technology stack offered, including CRM system and custodian websites; Diligent recording of client communication and information within the client…
Wealth Manager
8 weeks agoFocus Financial Partners · Independence, Ohio, United States
Hybrid$150K – $250K a yearThe Wealth Manager will serve as the lead advisor for an assigned portfolio of high-net-worth and ultra-high-net-worth families, taking ownership of the client relationship and coordinating comprehensive wealth management strategies. This individual will collaborate with…
UHNW & Institutional Investment Advisor
2 months agoFocus Financial Partners · Rochester, New York, United States
RemoteSenior$150K – $180K a yearFinanceThe UHNW & Institutional Investment Advisor will serve as a senior advisor to ultra-high-net-worth families, business owners, institutional investors, and other sophisticated clients while contributing to the firm's business development and long-term growth. This individual…
Tax Assistant Manager - UK
3 months agoFocus Financial Partners · London, England, United Kingdom
HybridSeniorFinanceFocus Financial partner firm, Gelfand, Rennert & Feldman, is seeking a Tax Assistant Manager. The Tax Assistant Manager must be an organized, technically capable and client-focused tax professional who is comfortable working across both compliance and advisory matters. They…
Senior Advisor Development Manager
3 months agoFocus Financial Partners · St. Louis, Missouri, United States
RemoteSenior$100K – $125K a yearCustomer success & supportThe Senior Advisor Development Manager is a key member of the Advisor Development team, responsible for designing, facilitating, and continuously enhancing learning experiences that help advisors build the knowledge, skills, and confidence needed to deliver exceptional client…
Wealth Manager
4 months agoFocus Financial Partners · Seattle, Washington, United States
Hybrid$150K – $250K a yearBadgley Phelps Wealth Managers, a trusted name in wealth management for over 50 years, distinguishes itself with its distinctive approach to wealth management. Since 1966, we've been more than just fiduciaries; we've been partners in our clients' wealth journey. Our base in…
Updated 07 Nov 2026 10:21 UTC from the OptiTalent job library.