Financial Planner

Financial Planner

Position Summary

Financial Planners work with individuals to meet short- and long-term financial goals. They understand complex financial and other related documents. Financial planners also have a good command of investments and security planning, estate planning, tax planning, employee benefits planning and insurance planning.

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

Qualifications

• A minimum of 2 years experience delivering Financial Plans to prospects/clients
• Professional and courteous demeanor
• Excellent organization and time management skills
• 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)

Required Qualifications

• Series 65
• CFP Credential

 

About Focus Partners Wealth

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, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov. 

This position is a Exempt role. The annualized base pay range for this role is expected to be between $110,000-$135,000/yr. Actual base pay could 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 for employees. Other rewards may include an annual bonus and a comprehensive benefits package.

 

 

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, we work with clients at every stage, helping them control their financial future — whether that’s planning for retirement, preparing the next generation, or growing their business. We are dedicated to fostering meaningful growth for our clients. Our team of advisors works collectively to deliver personalized wealth planning strategies across local communities, placing our clients’ values, goals, motivations, and priorities at the heart of everything we do.

Focus Partners Wealth is a registered investment advisor with the Securities and Exchange Commission. Registration does not imply any level of skill or training. Additional information about Focus Partners Wealth is also available on the SEC's website at www.advisorinfo.sec.gov.

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.