Wealth Planner
Position Summary
Focus Partners Wealth is looking for an experienced Wealth Planner to work with our clients and help them achieve their short- and long-term financial goals. The ideal candidate will have a strong understanding of complex finances such as investments, security planning, estate planning, tax planning, employee benefits planning and insurance planning.
This role is fully remote.
Primary Responsibilities
- Conduct client interviews to gather financial information
- Analyze financial data to identify planning opportunities
- Recommend customized financial plans based on client goals
- Monitor financial outcomes and ensure plan effectiveness
- Record detailed notes from client meetings
- Follow up on meeting deliverables and action items
- Respond to inquiries from clients and the VP team
- Demonstrate outstanding analytical and problem-solving skills
- Exhibit a strong desire to work with and help people
- Possess excellent communication and interpersonal abilities
- Create business development opportunities through effective plan delivery
- Maintain a commitment to delivering excellent results
- This is a non-revenue generating role, this role plays a critical part in servicing an existing book of clients versus building out a book
Qualifications
- Bachelor’s Degree
- 5+ years experience delivering financial plans to prospects/clients
- CFP or equivalent
- Series 65 or equivalent
- Experience with understanding tax planning, reading tax returns and being able to explain tax details to clients
- Exceptional organizational and Outlook Calendar Scheduling/ Calendar Management skills
- Extensive experience with zoom or teams
- Ability to multi-task complex client situations with ability to follow up in timely manner
- Professional and courteous demeanor
- Excellent follow-through and attention to detail
- Ability to work both independently and as part of a collaborative team
- Excellent verbal and written communication skills
- Ability to handle multiple assignments in a fast-paced environment
- Demonstrates computer literacy and competency in utilizing software applications
- Proficient in using Planning software (e.g., NaviPlan, Emoney, Money Guide Pro)
This position is an exempt position. Actual base pay may vary based on factors including, but not limited to, experience, subject matter expertise, geographic location where work will be performed, and the applicant’s skill set. The base pay is just one component of the total compensation package. Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Please note that the job title is subject to change based on the selected candidate’s experience and education.
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Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.
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.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact careers@focuspartners.com.
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For California Applicants: Information on your California privacy rights can be found here
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.