Focuspartnerswealth is hiring a Wealth Planner to help clients achieve their short- and long-term financial goals. In this fully remote, non-revenue generating role, you will service an existing book of clients by analyzing financial data, creating customized plans, and monitoring outcomes.
What You'll Do
- 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
- Maintain a commitment to delivering excellent results
What We're Looking For
- Bachelor’s Degree
- 5+ years experience delivering financial plans to prospects/clients
- CFP or equivalent designation
- Series 65 or equivalent license
- Experience with understanding tax planning, reading tax returns and being able to explain tax details to clients
- Exceptional organizational and Outlook Calendar Scheduling/ Calendar Management skills
- Extensive experience with Zoom or Teams
- Ability to multi-task complex client situations with ability to follow up in timely manner
- Professional and courteous demeanor
- 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)
Technical Stack
- NaviPlan
- Emoney
- Money Guide Pro
- Outlook Calendar
- Zoom
- Teams
Team & Environment
You will work with clients and the VP team.
Benefits & Compensation
- Medical, Dental, and Vision insurance
- Life insurance
- 401(k)
- Annual cash bonus
Base pay varies based on experience, subject matter expertise, geographic location, and skill set.
Work Mode
This is a fully remote position.
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.
