Wealth Planner

1 hour, 31 minutes 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

Description

  • 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.
  • Create business development opportunities through effective plan delivery.
  • Support and service an existing book of clients rather than building a new one.

Requirements

  • Bachelor’s degree.
  • 5+ years of experience delivering financial plans to prospects or clients.
  • CFP or equivalent credential.
  • Series 65 or equivalent.
  • Experience with tax planning, including reading tax returns and explaining tax details to clients.
  • Exceptional organizational skills and Outlook Calendar scheduling/calendar management skills.
  • Extensive experience with Zoom or Teams.
  • Ability to multitask complex client situations and follow up in a timely manner.
  • Professional and courteous demeanor with excellent follow-through and attention to detail.
  • Ability to work independently and as part of a collaborative team.
  • Excellent verbal and written communication skills.
  • Ability to handle multiple assignments in a fast-paced environment.
  • Computer literacy and proficiency using software applications.
  • Proficiency with planning software such as NaviPlan, eMoney, or MoneyGuidePro.
  • Preferred/related experience in investments, security planning, estate planning, employee benefits planning, and insurance planning.

Benefits

  • Fully remote position.
  • Annual cash bonus opportunity.
  • Comprehensive benefits package.
  • Medical insurance.
  • Dental insurance.
  • Vision insurance.
  • Life insurance.
  • 401(k) retirement plan.

Interested in this position?

Apply directly on the company website

Apply Now

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