focusfinancialpartners
Associate Institutional Consultant
At a Glance
- Location
- St. Louis, Missouri, United States
- Experience
- 2+ years
- Compensation
- ole is expected to be between $75,000–$90,000 base salary compensation rang
- Posted
- 2026-03-13T12:54:08-04:00
Key Requirements
Required Skills
Domain Knowledge
- Accounting
- Education
- Finance
- Insurance
- Medical
Benefits & Perks
al cash bonus and a comprehensive benefits package, including but not limited to m
Requirements
2+ years’ experience in financial services required
Series 65 within 120 days of employment
Responsibilities
Focus Partners Wealth is seeking an Associate Institutional Consultant.
This advisor plays an integral role on Focus Partners Wealth Institutional Services Team as we deliver exceptional Outsourced Chief Investment Officer services to a growing and diverse group of small to mid-size institutional clients, predominantly nonprofit entities.
In partnership with our Institutional Consultants, the Associate Consultant focuses on day-to-day client service and assists with cash and portfolio management while supporting our client reporting/meeting workflows and helping directly, in client-facing ways, with client meetings and projects.
The Associate Consultant is also directly involved in the new business development process by tracking the team’s pipeline, helping the team respond to requests for proposals and preparing new business presentations.
Depending on the opportunity, the Associate Consultant participates directly in new business presentations.
Consistent, proactive, and responsive client service including: Support Institutional Consultant(s) with portfolio construction and management, client projects, client cash flow management.
About the Company
Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit
www.focusfinancialpartners.com
.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.