Focusfinancialpartners
Compliance Analyst
Position Summary SCS is seeking to hire a full-time compliance analyst to join its compliance team. As a member of the firm’s compliance team, the Compliance Analyst will be responsible for supporting the Chief Compliance Officer and the implementation of the firm’s compliance program. The po
Business Services and Mailroom Administrator
Position Summary Gelfand, Rennert & Feldman is seeking a Business Services Administrator with mailroom experience to join our team of dedicated professionals. The Business Services Administrator will be responsible for aiding with all mailroom processes, as well as general operational support. T
Associate Wealth Advisor
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
Associate Wealth Advisor
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
Associate Wealth Advisor
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
Wealth Advisor
Position Summary Focus Partners Wealth is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients’ needs first and with a sense of urgency. Wealth Advisors take a holistic planning fi
Associate Wealth Advisor
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
Client Service Associate
Position Summary Focus Partners Wealth is seeking a Client Service Associate. The Client Service Associate (CSA) is responsible for assisting with client service tasks in conjunction with and as assigned by Client Service Specialists. The Client Service Associate provides active assistance to wealth
Machine Learning Engineer
Position Summary We are seeking a skilled Machine Learning Engineer with approximately three years of hands-on experience designing, deploying, and maintaining production-grade machine learning systems. In this role, you will collaborate closely with data scientists, software engineers, and product
Machine Learning Engineer
Internal Tax Manager - Research & Audit
Position Summary Gelfand, Rennert & Feldman is seeking a Tax Manager to join our team of dedicated professionals. This position can be based out of Century City on a hybrid basis. The Manager is responsible for overseeing all financial and tax aspects related to assigned client accounts. Primary
Client Portfolio Manager
Position Summary SCS is looking to hire a full-time Client Portfolio Manager (CPM) to join its Investment Team. The CPM will be an important liaison between the Investment Group (IG), Investment Services (IS), and Private Client Group (PCG), and will serve directly on the relationship team for selec
Client Portfolio Manager
Business Development Associate
Position Summary The Business Development Associate plays a crucial role by providing sales support to the Business Development team, furthering the Focus Partners Wealth brand by delivering an outstanding client experience and helping to drive growth and success for the firm within the firm’s custo
Business Development Associate
Associate Wealth Advisor
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
Associate Wealth Advisor
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
Client Service Specialist
Position Summary Focus Partners Wealth is seeking a Client Service Specialist to join our growing Boston-based team! The Client Service Specialist role is an exciting opportunity to work with a team that takes a comprehensive approach to financial planning, delivering personalized advice aligned wit
Senior Workday Technology Analyst
Position Summary Focus Financial Partners is seeking an experienced and proactive Senior Workday Technology Analyst to support and enhance the ongoing administration, optimization, and strategic use of the Workday platform. This role is designed for a seasoned Workday professional w
Director of Data Analytics
Position Summary The Director of Data Analytics will help lead the FP&A and data analytics strategy for the wealth management business, transforming client, advisor, operational, and financial data into actionable insights that improve growth, advisor productivity, and business performance. This
Director of Data Analytics
Learning Events Manager
Position Summary Focus Partners Wealth’s (FPW) Learning Events Manager is responsible for the development, administration, and execution of various learning experiences for FPW’s advisor associates. Educating advisors involves evaluating and advancing specific skills and knowledge across the c
Associate Wealth Advisor
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
Real Estate Manager
Position Summary We are seeking a highly organized and proactive Real Estate Manager to support the Real Estate and Workplace Services teams of the company. This role will partner closely with both teams on workplace operations and office-related projects, including the management of day-to-day offi