
1001 - 5000 employees
💸 Finance
👥 B2C
Finance • Wealth Management • B2C
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.
🕒 Yesterday
Senior Tax Associate preparing and reviewing tax returns for high-net-worth individuals. Communicating tax updates and educating tax staff within Focus Partners Wealth.
🕒 Yesterday
Tax Manager responsible for tax compliance and advisory services for high-net-worth clients. Collaborating with wealth advisors to provide tax-saving opportunities and mentoring staff.
🕒 Yesterday
Senior Tax Manager at Focus Partners Wealth overseeing tax planning and compliance services for high-net-worth individuals. Collaborating with wealth advisors and mentoring tax professionals in complex tax matters.
🕒 3 days ago
Integration Manager overseeing onboarding and integration of new Focus Partners Wealth offices. Supporting continued integration by collaborating with associates and external partners.
🕒 June 29
Associate Wealth Advisor at Focus Partners Wealth creating tailored financial strategies for clients. Partnering with Wealth Advisors to enhance client relationships and support financial planning processes.
🕒 June 24
Associate Wealth Advisor working with a planning centric team to create personalized wealth advice. Partnering closely with Wealth Advisors to maintain and enhance client relationships in financial planning.
🕒 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.