Advisory Team Associate (Full-Time Cohort Program)

Bostononsitejunior$60K – $79K

Posted 2 days ago · via Workday

About this role

Job Description Summary: Cohort Program Start Date: July 13, 2027 Focus Partners is seeking high-potential graduating students to join the Summer 2027 cohort program as Advisory Team Associates (ATAs). This structured, cohort-based development program is designed to build the next generation of Associate Wealth Advisors through dedicated financial-planning curriculum, applied learning, advisor-team experience, coaching, licensing support, and progressive readiness assessments. ATAs will begin the program together while working within a local wealth management team and partnering closely with Wealth Advisors, Associate Wealth Advisors, and other colleagues.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: spring

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Boston. We weight your proximity and willingness to relocate.

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Skills in this role

Pulled from the job description. These are the keywords we'll weight when scoring your fit.

spring

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