Manager, Advisory Leadership Team

Focus Financial Partners

Walnut Creek, CA, United States
On-site
Managerial oversight of associate wealth advisors
Driving planning and service harmonization
Implementing best practices for advisory teams
The role supports and develops Associate Wealth Advisors while driving the execution of key business strategies

Job Summary

  • The role supports and develops Associate Wealth Advisors while driving the execution of key business strategies.
  • Focus provides a hybrid work schedule requiring 3 days in office per week with flexibility for remote work.
  • The Manager acts as a coach and mentor, responsible for hiring, training, and continuous development of the advisory team.

Matching Summary

The role supports and develops Associate Wealth Advisors while driving the execution of key business strategies.

Skills & Requirements

Must-have

  • Managerial oversight of Associate Wealth Advisors
  • Driving planning and service harmonization
  • Implementing best practices for advisory teams
  • Coaching and mentoring team members
  • Ensuring efficient use of financial planning tools

Nice-to-have

  • Strong leadership and emotional intelligence
  • Natural team builder fostering cohesion
  • Ability to balance individual development with standards
  • Experience in change management communication

Key Requirements

  • Bachelor's degree required
  • Advanced credentials such as CFP, CFA, or CPA preferred
  • 5+ years of relevant work experience preferred
  • Proficiency in client management systems and technologies

Work Rights

Not specified

Tailored Resume

Cover Letter