Integration Advisor

This role supports new Focus Partners Wealth offices through integration and advisor training, ensuring adoption of Focus best practices, operating standards, technology, and client experience expectations. The Integration Advisor serves as a primary relationship lead and resource during onboarding, partnering with leadership and cross-functional teams to deliver a consistent, high-quality integration experience.

Responsibilities

• Serve as a functional integration expert and trusted resource for new offices, with subject matter expertise in client experience, technology usage, business development, financial planning, firm/partner buy-in, and succession/hiring.
• Lead advisor training and provide ongoing support for Wealth Advisors and Associate Wealth Advisors at newly integrated Focus offices.
• Act as the primary liaison for advisor-related questions, issues, and support needs with new Focus Partners Wealth regional offices.
• Maintain broad knowledge of Focus resources, tools, teams, and processes, engaging subject matter experts as needed.
• Communicate a thorough understanding of the Wealth Advisor and Associate Wealth Advisor roles within Focus.
• Support a superior client experience and contribute to the firm’s client retention objectives.
• Assist with the transition of clients to Centralized Portfolio Management (CPM) and MoneyGuideElite (MGE).
• Travel as needed and participate in client and prospect events throughout the year.
• Provide direction, motivation, and coaching to advisors; encourage growth in assets under management (AUM) and revenue.
• Share office and advisor feedback with division leaders and partner with the Managing Director, Onboarding & Integration to update materials through Advisor Development programs and onsite visits.
• Manage and update Teamwork templates to track, organize, and assign tasks for each transaction.
• Document activities, business opportunities, and communications in Salesforce and/or Teamwork in a timely and accurate manner.
• Maintain strong relationships with existing Focus Advisors and Associate Wealth Advisors.
• Maintain a high level of familiarity with Focus tools, systems, processes, and procedures.
• Perform additional departmental responsibilities assigned by the Managing Director, Onboarding & Integration.
• Stay current on industry trends, publications, and best practices relevant to wealth management and integration.
• Support leadership development by helping others identify opportunities, evaluate alternatives, and pursue growth objectives.
• Pursue professional development and innovative solutions to strengthen personal effectiveness and team impact.
• Uphold Focus’ mission, values, and cultural standards while contributing to a collaborative, accountable, and high-performing team environment.

Requirements

• Bachelor’s degree in business, finance, or a related field, or equivalent professional experience.
• Series 65 license required.
• Seven or more years of experience in investment management, wealth management, accounting, or professional services consulting.
• Five or more years of experience within Focus Partners Wealth or a comparable wealth management organization.
• Deep knowledge of wealth management and financial planning concepts, practices, and client service expectations.
• Experience using client relationship management systems and project management tools, including CRM platforms and Teamwork.
• Proficiency with Microsoft Office, Microsoft Excel, and Adobe tools.

Preferred Qualifications

• MBA or CFA designation helpful; CFP or CPA/PFS designation preferred.
• Direct management of a book of business preferred.
• Demonstrated success in consultative coaching, advisor development, or relationship management.
• Ability to facilitate strategic planning sessions effectively, both in person and through virtual technology.

Skills

• Strong presentation, listening, written, and verbal communication skills, with the ability to explain concepts, terminology, and best practices clearly.
• Sound judgment, critical thinking skills, and the ability to assess complex situations and recommend practical solutions.
• Ability to motivate, influence, and build engagement with advisors, associates, and cross-functional partners.
• Adaptable and effective in varied situations, with the ability to work well with different personalities and respond quickly to change.
• Commitment to producing high-quality work in a timely, organized, and detail-oriented manner.
• Collaborative, team-oriented approach with comfort working across all levels of the organization.

Schedule

This role is hybrid with 3 days per week onsite in the St. Louis office.

Pay

The annualized base pay range for this role is $90,000–$110,000. Actual base pay may vary based on factors including experience, subject matter expertise, geographic location, and skill set. The base pay is one component of the total compensation package, which may also include an annual cash bonus and comprehensive benefits.