Focus Financial Partners
22 open jobs
Client Service Associate
Patton Albertson Miller Group LLC is a fee-only wealth management firm. Our most important core value is always putting our client’s interest first. We offer full benefits including a 401k plan match and are a family-like atmosphere. We have an opportunity in our Macon, Georgia
Associate Wealth Advisor
Douglas C. Lane & Associates (DCLA) was founded on the belief that we succeed only when our clients succeed. Unlike generic, mass market investment offerings, we’re focused on delivering superior long-term investment results. We achieve this by utilizing proprietary fundamental
Tax Manager
Based in New York, NY, Joel Isaacson & Co. serves successful executives, business owners, professionals and high net worth families. The firm’s services include: investment and cash flow management, estate and tax planning and preparation, insurance planning and retirement
Wealth Advisor
Alley Company is a registered investment advisory firm located in Lake Forest, Illinois. The firm was founded in 1998 by Steven J. Alley with a clear purpose: to provide clients with understandable, long-term financial planning and investment management that is rooted in
Account Manager
FFO (Flynn Family Office) is seeking a detail-oriented and analytical Account Manager to join our team and provide accounting, financial reporting, and analysis services for our clients. This individual will play an important role in maintaining accurate financial records,
Wealth Manager
Fairway Wealth Management is an independent wealth management firm helping successful families bring structure, foresight, and accountability to complex financial lives. Serving as a personal CFO for its clients, Fairway coordinates investment strategy, tax planning, cash flow,
Associate, Wealth Management
Position Summary The Associate, Wealth Management role is a client-facing advisory support role supporting Advisors by coordinating advice processes, preparing proposal, review and pitch documentation, managing portfolio transactions and supporting a high-quality client
Applyto Associate, Wealth Management at Focus Financial Partners seen live 2 days ago posted 31 days agoSenior Accountant
Position Summary The Supervisor is a senior technical and delivery-focused role with high client interaction. The role is responsible for reviewing work, providing technical guidance, supporting workflow management, and actively participating in client meetings. The Supervisor
Supervisor, Accounting
Position Summary The Supervisor is a senior technical and delivery-focused role with high client interaction. The role is responsible for reviewing work, providing technical guidance, supporting workflow management, and actively participating in client meetings. The Supervisor
UHNW & Institutional Investment Advisor
LVW Advisors is an independent investment advisory firm serving ultra-high-net-worth families, business owners, endowments, foundations, nonprofits, and other sophisticated investors. The firm combines institutional-quality investment expertise with a highly personalized
Applyto UHNW & Institutional Investment Advisor at Focus Financial Partners seen live 2 days ago posted 43 days agoAcquisitions Associate
Origin Investments is a dynamic and entrepreneurial real estate investment firm focused on transforming the way individuals invest in real estate. With more than $5 billion in assets under management, Origin manages a growing platform of investment strategies spanning Core,
Client Relationship Manager
Sapient Private Wealth Management is an independent, fee-only Registered Investment Advisor (RIA) dedicated to helping high-net-worth individuals and families develop personalized strategies to accumulate, preserve, and transfer wealth. Our comprehensive wealth management
Applyto Client Relationship Manager at Focus Financial Partners seen live 2 days ago posted 60 days agoExecutive Assistant
Provident Financial Management is a premier business management firm based in Los Angeles, specializing in providing comprehensive tax, accounting, and financial management services to entertainers, musicians, and other high-net-worth clients. We pride ourselves on delivering
Tax Assistant Manager - UK
Position Summary Focus 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
Applyto Tax Assistant Manager - UK at Focus Financial Partners seen live 2 days ago posted 80 days agoSenior Associate, Operations
Azimuth Capital Management (ACM) is an investment management and advisory firm headquartered in Bloomfield Hills, MI. Our team is comprised of individuals with a unique set of talents, all with an intense orientation towards unparalleled customer service and providing valued
Applyto Senior Associate, Operations at Focus Financial Partners seen live 2 days ago posted 83 days agoSenior Advisor Development Manager
Position Summary The 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
Applyto Senior Advisor Development Manager at Focus Financial Partners seen live 2 days ago posted 83 days agoSenior Business Analyst, Wealth Technology
Position Summary The Senior Business Analyst, Wealth Technology is responsible for leading the definition, documentation, and execution of business processes and technology initiatives across the organization, with a primary focus on Salesforce initiatives for advisor and
Applyto Senior Business Analyst, Wealth Technology at Focus Financial Partners seen live 2 days ago posted 87 days agoLead Client & Advisor Experience Manager
Position Summary The Lead Client & Advisor Experience Manager is an individual contributor on the Focus Client & Advisor Experience team responsible for the deployment, adoption, success, and ongoing improvement of advisor-facing wealth technology. This person will serve as the
Applyto Lead Client & Advisor Experience Manager at Focus Financial Partners seen live 2 days ago posted 87 days agoBusiness Analyst - Service & Operations
Position Summary As a member of the Service & Operations (S&O) department, the Business Analyst partners with S&O leadership to transform operational priorities and data into actionable insights, scalable solutions, and executive decision support. Serving as an extension of the
Applyto Business Analyst - Service & Operations at Focus Financial Partners seen live 2 days ago posted 89 days agoWealth Manager
Position Summary Badgley 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.
Controller
Position Summary Founded in 2003, Ancora Holdings Group is a private wealth advisor and institutional asset manager focused on building distinctive investment strategies and robust wealth & risk management solutions that help our clients achieve more. The firm’s comprehensive
Bookkeeper
Position Summary The Bookkeeper is responsible for delivering accurate, timely, and compliant bookkeeping services to a portfolio of clients of the accounting practice. The role supports clients by maintaining high-quality financial records and works closely with accountants to