Wealth Planner

5+  years experience delivering financial plans to prospects/clients

Series 65 or equivalent

Experience with understanding tax planning, reading tax returns and being able to explain tax details to clients

Extensive experience with zoom or teams

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.

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.

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

Follow up on meeting deliverables and action items

LinkedIn

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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

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