Focusfinancialpartners

Position Summary The Head of Wealth Advisory is a senior executive leadership position responsible for overseeing the FPA wealth advisory function. This role has accountability to deliver revenue targets and growth ambitions for the business. It will drive the strategic direction, growth, and

Position Summary Gelfand, Rennert & Feldman is seeking an Account Manager to join our team of dedicated professionals. This position can be based out of Century City, CA or Encino, CA on a hybrid basis. The Account Manager acts as the primary point of contact for all client-related needs,

Position Summary Focus Partners Wealth is seeking a Manager, Client Service. The Manager, Client Service leads the delivery of a high-quality, consistent client service experience while managing and developing a team of Client Service professionals. This role balances hands-on operational leadership

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

Firm Description SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients’ interests first and helps wealthy families and institutions feel secure

Position Summary This role provides end-to-end financial leadership across Focus Partners Australia & Escala Partners, with responsibility for shaping financial strategy, strengthening governance, and driving operational and commercial performance. As a key partner to the Leadership Team, the Gr

Position Summary The Investment Specialist – Alternatives operates as a senior member of the CIO team, working closely with the Head of Managed Funds to develop, implement and evolve Escala’s alternatives platform. The role leads high‑quality research, evaluation, structuring and implementation of a

Position Summary At Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners by ensuring smooth on

Position Summary At Cardinal Point Capital Management ULC, we pride ourselves on delivering exceptional client experiences across the U.S. and Canada. As a Client Relationship Specialist, you will play a vital role in supporting our clients, team members, and custodial partners by ensuring smooth on

Position Summary Focus Partners Wealth is seeking a motivated and qualified individual for the position of Tax Administrator. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the o