Wealth Planner

Focusfinancialpartners

Remote
Remote
Client interviews and data gathering
Analyze financial data
Recommend customized financial plans
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

Job 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.
  • This role is fully remote and involves conducting client interviews, analyzing financial data, and recommending customized financial plans.
  • The compensation package includes base pay, an annual cash bonus, and comprehensive benefits such as medical, dental, vision, life insurance, and 401(k).

Matching 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.

Skills & Requirements

Must-have

  • Client interviews and data gathering
  • Analyze financial data
  • Recommend customized financial plans
  • Monitor financial outcomes
  • Record client meeting notes
  • Follow up on action items
  • Respond to client inquiries
  • Create business development opportunities

Nice-to-have

  • Strong desire to help people
  • Professional and courteous demeanor
  • Work independently and collaboratively

Key Requirements

  • Bachelor's Degree
  • 5+ years experience delivering financial plans
  • CFP or equivalent
  • Series 65 or equivalent
  • Experience with tax planning
  • Proficient in Planning software

Work Rights

Not specified

Tailored Resume

Cover Letter