ADVANCED PLANNING ADVISOR
Remote
Position Summary
The Advanced Planning Advisor (APA) has a background with demonstrable success retaking and earning complex high net worth client relationships. While the APA’s wisdom was developed as a leader of client relationships, future success will be as a mentor to advisors, helping them retain and attract high net worth client relationships.
The APA works in our Planning Department alongside industry thought leaders to support advisors with technical planning needs and questions for complex cases. The APA must be extremely knowledgeable with tax and estate planning concepts and strategies, plus thought leadership across the spectrum of wealth planning is important. The APA is who experienced advisors seek for guidance, or at least a second opinion. The APA supports advisors within the RIA and the Advisor Solutions business.
Primary Responsibilities
- Respond to incoming advisor questions
- Conduct case consultations with advisors
- Conduct research on provisions/policies impacting planning
- Help define the resource needs that would be most impactful to advisors
- Contribute to the development of advisor resources (e.g., identifying, developing, creating, reviewing, and/or researching)
- Act as the final reviewer for technical planning information being released to advisors, inclusive of resources and responses for advisors from less experienced APAs and associates.
- Present educational/informational sessions to advisors
- Support the technical planning development of less experienced Advanced Planning Advisors and associates
- Attend firm conferences and other regional meetings
Qualifications
- Bachelor's Degree required
- CFP designation required
- CPA, JD, or comparable designation desirable
- 10+ years of direct client advising experience
- Exceptional planning knowledge/experience with an emphasis on tax planning
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 an Exempt role. The annualized base pay range for this role is expected to be between $125-150,000/. 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.
