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Focus Financial Partners

Associate, Wealth Management

Focus Financial Partners · Sydney, New South Wales, Australia

Posted 12 days ago

or apply directly on Focus Financial Partners's site. We never take the application ourselves.

Is this posting real?

This role has been open
12 days
Focus Financial Partners's roles stay open a median of 45 days
Reposted
No
Salary listed
No
71% of Focus Financial Partners's roles list one
Ghost-job risk at Focus Financial Partners
high
22 stale, 1 reposted of 34 open
Hiring momentum
45 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-17

Measured from postings appearing on and disappearing from Focus Financial Partners's own greenhouse board since 2026-08-03. Full hiring picture for Focus Financial Partners.

About this role

The Associate, Wealth Management role involves providing advisory support to financial Advisors by managing client interactions, preparing documentation, and overseeing portfolio transactions. Daily tasks include assisting with client meeting preparations, responding to queries, maintaining accurate records, and ensuring compliance with internal policies. The position emphasizes building strong relationships with clients and internal teams to enhance the overall client experience.

Our read on this posting2.4out of 5
benefits
1/5
freshness
4/5
career value
3/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Focus Financial Partners as an employer.

What you need

  • Experience in wealth management, financial advice, investment, client service or advisory support, ideally within a HNW or UHNW client environment.
  • Demonstrated experience supporting Advisors or client teams with client servicing, portfolio administration, review preparation or advice-related processes.
  • Sound understanding of client account structures, portfolio transactions, investment administration and client reporting.

Nice to have

  • Experience using financial advice, CRM, portfolio or trading systems such as Fin365, Xplan, IRESS or TradeCentre.

Worth weighing

  • No salary listed.
  • The role requires strong communication skills and the ability to manage multiple tasks efficiently.
  • Experience with specific financial systems is preferred but not mandatory.

Summarised from Focus Financial Partners's posting. Read the full original.

Listed by Focus Financial Partners on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

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