Teams at Focus Financial Partners

The VP will manage client investments, prepare presentations, analyze financial topics, support business development, and ensure high client service.

The Senior Associate, Client Advisor works with ultra-high-net-worth clients to provide financial guidance, manage relationships, and coordinate investment and estate planning strategies.

The Business Manager oversees client accounts, managing client relationships and operations while ensuring compliance and tax management. This includes coordinating financial activities and providing proactive solutions to clients' needs.