Senior Financial Planner

1 month ago
Full-time
Senior
Finance and Accounting
FOCUS PARTNERS

FOCUS PARTNERS

FOCUS PARTNERS provides consulting services in business strategy, financial advisory, and mergers & acquisitions, helping clients achieve strategic goals and maximize value.

Professional Services
1-10
Founded 2005

Description

  • Prepare and maintain comprehensive financial plans for high-net-worth and ultra-high-net-worth clients.
  • Use eMoney for financial modeling, scenario analysis, and planning recommendations.
  • Partner with senior advisors and firm leadership to support ongoing client relationships.
  • Participate in client meetings and contribute to planning discussions and strategic recommendations.
  • Analyze complex financial situations involving retirement, tax, estate, cash flow, and investment coordination.
  • Develop customized planning strategies aligned with clients’ long-term goals and objectives.
  • Identify planning opportunities and provide proactive client advice.
  • Collaborate with internal teams and external professionals to support integrated client solutions.
  • Help deliver a high-touch, detail-oriented client experience.

Requirements

  • CFP® certification is required.
  • 3+ years of experience in financial planning, wealth management, or a related advisory role.
  • Advanced proficiency with eMoney and financial planning software.
  • Strong technical knowledge of retirement, tax, estate, and wealth transfer planning.
  • Experience working with high-net-worth and ultra-high-net-worth clients is preferred.
  • Excellent analytical, organizational, and problem-solving skills.
  • Strong communication and interpersonal abilities for client-facing environments.
  • High attention to detail, professionalism, and intellectual curiosity.
  • Ability to work collaboratively in a team-oriented environment.

Benefits

  • Annualized base salary range of $130,000-$160,000.
  • Annual cash bonus opportunity.
  • Comprehensive benefits package.
  • Medical, dental, and vision insurance.
  • Life insurance.
  • 401(k) retirement plan.

Interested in this position?

Apply directly on the company website

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