Focus Financial Partners

Position Summary Altman Greenfield & Selvaggi (AGS) is a fast-growing, boutique Accounting Firm specializing in Business Management for entertainment clients, located in West Los Angeles, CA. We are currently seeking a Staff Tax Accountant for either of our Westwood, CA or Encino, CA offices. This p

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 office for a full-tim

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 research and developi

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 planning. Mr. Isaacson and

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 quality. We are seeking a hi

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, preparing financial statem

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, estate and philanthro

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 experience. This role is loca

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 plays a key role in ma

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 plays a key role in ma

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 advisory approach to help cl

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, Core+, Value-Add, Develop

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 approach combines investmen

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 exceptional client serv

Position SummaryFocus 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 matters. They must have

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 advice to our clients. A

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 exceptional client and ad

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 operations teams. This role

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 primary point of cont

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 leadership team, this