
1001 - 5000 employees
💼 Consulting
🛡️ Insurance
💸 Finance
Consulting • Insurance • Finance
Focus Partners Wealth is a financial services company that specializes in wealth planning and wealth management. They offer personalized financial advice and a comprehensive planning process tailored to each client’s unique goals and values. Their services include investment management, tax services, family office support, and specialized planning for business owners and institutions. Focus Partners Wealth is dedicated to helping clients manage their finances and prepare for life's significant events while fostering a collaborative approach to wealth management.
Selected: 🆕 Date Added.
🕒 July 27
Client Service Training Manager leading enterprise training and onboarding for Focus Partners Wealth’s wealth management business. Developing role-based learning, operational readiness, and associate support programs.
🌽 Illinois, Missouri – Remote
💵 $95k - $120k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
📁 Client Services
👻 Ghost score 20%
🕒 June 18
Client Service Specialist providing operational support and resolving client issues for Focus Partners Wealth. Requires 3+ years RIA experience and proficiency in Salesforce.
🏄 California – Remote
💵 $70k - $75k / year
⏰ Full Time
🟡 Mid-level
🟠 Senior
📁 Client Services
👻 Ghost score 28%