
51 - 200 employees
💸 Finance
💳 Fintech
🤝 B2B
💰 $50M Venture Round on 2009-11
Finance • Fintech • B2B
Focus Financial Partners is a leading fiduciary advice company that creates a tailored client-first experience by empowering its network of independent wealth and business management firms. The company partners with these firms to enhance their capabilities and resources, offering comprehensive client solutions that include financial, investment, and business services. Focus aims to reimagine wealth management and business practices while driving organic growth and strategic acquisitions for its partners, ensuring they can deliver sophisticated, holistic solutions to their clients.
🕒 July 14
Where this job comes from
Posted on Focus Financial Partners's careers page, not through a job board
First seen by Remote Rocketship July 14
Still open on Focus Financial Partners's site. Checked 4 hours ago.

51 - 200 employees
💸 Finance
💳 Fintech
🤝 B2B
💰 $50M Venture Round on 2009-11
Finance • Fintech • B2B
Focus Financial Partners is a leading fiduciary advice company that creates a tailored client-first experience by empowering its network of independent wealth and business management firms. The company partners with these firms to enhance their capabilities and resources, offering comprehensive client solutions that include financial, investment, and business services. Focus aims to reimagine wealth management and business practices while driving organic growth and strategic acquisitions for its partners, ensuring they can deliver sophisticated, holistic solutions to their clients.
• Serve as a key facilitator and instructor for advisor development programs, onboarding experiences, and cohort-based learning initiatives • Deliver practical training covering advisory expertise, client relationship skills, planning discipline, technology adoption, and practice management • Design, enhance, and maintain advisor development curriculum, facilitator guides, presentations, participant materials, and supporting resources • Ensure learning content reflects firm philosophy, client experience standards, operating procedures, and advisor best practices • Maintain training content for accuracy, relevance, compliance, and alignment with organizational priorities • Monitor program effectiveness, participant engagement, and learning outcomes, making continuous improvements based on feedback and business needs • Partner with Advisory Leadership and cross-functional teams to identify advisor learning needs and development priorities • Collaborate with internal subject matter experts to deliver timely, relevant learning opportunities and resources
• Bachelor’s degree • 5+ years’ experience in Financial Services or related profession • Served as part of an Advisory team for 2+ years • Strong understanding of financial planning, advisory workflows, client relationship management, and team-based service models • Experience supporting advisors, clients, or internal stakeholders in a platform or systems-focused role • Excellent presentation, communication, and facilitation skills with the ability to engage diverse audiences • Exceptional organizational, collaboration, and project management abilities • Strong attention to detail and commitment to delivering high-quality learning experiences • Ability to work independently in a fast-paced, evolving environment while maintaining a service-oriented mindset
• Annual cash bonus • Medical insurance • Dental insurance • Vision insurance • Life insurance • 401(k) • Reasonable accommodations for applicants and employees with disabilities
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