Focus Financial Partners

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

Position Summary The Middle Office Operations Analyst will take ownership of ongoing administrative and operational processes to support our client experience. This role supports front-line investment teams by improving efficiency, reducing manual workload, and ensuring accuracy and timeliness in al

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

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

Headquartered in the heart of New York City, FFO is the premier family office and business management company for ultra-wealthy individuals, families, and their advisors, offering tailored solutions that bridge financial and lifestyle objectives with unmatched expertise and discretion. FFO is

Position Summary Focus Financial partner firm, Gelfand, Rennert & Feldman, is seeking an Account Manager. The Account Manager serves as the primary day-to-day contact for clients, managing financial operations, supervising staff, and ensuring seamless execution of business management services. T

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 matters. They must

Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspiration

Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s

Position Summary Hill Investment Group and Longview Research Partners are redefining how advisors and investors implement evidence-based investing through a differentiated ETF platform built for long-term success. Headquartered in St. Louis, with team members located across the country, the firm com

At Prairie Capital, we are committed to helping clients navigate the complexities of significant financial resources while achieving their long-term goals. Our culture is rooted in respect, collaboration, and accountability, with a strong emphasis on curiosity and continuous improvement. Team member

Position Summary Focus Partners Wealth is seeking a Tax Administration & Operations Manager to join our team! We are seeking an experienced, detail-oriented, and client-focused Tax Administration & Operations Manager to join our growing Tax Administration and Operations team. This role is id

Position Summary Focus Partners Wealth is seeking a Senior Tax Associate to join our team! The Tax Senior Associate is responsible for preparing and reviewing tax returns, supporting tax planning initiatives, and ensuring compliance for high-net-worth individuals, families, and related entities

Position Summary Focus Partners Wealth is seeking a Client Service Associate to join our growing team! The Client Service Associate role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned with each client’s

Position Summary The Director, Advisory Leadership Team serves as a primary liaison between the overall business objectives and evidence-based service framework of Focus Partners Wealth, and the seamless execution of advisory-led client experiences. This role serves as a strategic and accountability

Position Summary The Managing Director, Advisory Leadership Team serves as a senior leader within the advisory organization, responsible for driving advisor performance, business growth, organizational effectiveness, and the consistent delivery of the Focus Partners client experience. This role serv

Position Summary The Tax Manager is responsible for providing tax compliance, planning, and advisory services for high-net-worth individuals, families, trusts, estates, and closely held businesses. This role partners with wealth advisors to identify tax-saving opportunities, manages complex tax enga

Position Summary The Senior Tax Manager is responsible for leading tax planning, compliance, and advisory services for high-net-worth individuals, families, trusts, estates, private foundations, and closely held businesses. This role partners closely with wealth advisors to develop strategic