ADVANCED PLANNING ASSOCIATE
Remote
Position Summary
The Advanced Planning Associate has a background and deep interest in technical financial planning concepts with some experience applying them with clients. The successful candidate is driven by the process of learning, self-development and leveraging knowledge and research to support and provide resources to our advisor community.
The Advanced Planning Associate works in our Planning Department alongside industry thought leaders to support the department and advisors within the RIA and the Advisor Solutions business. This makes it an exceptional opportunity for someone seeking career growth centered around best in practice thought leadership while working with leading financial planning experts.
Responsibilities
- Respond to low-complexity incoming advisor questions
- Provide research and support to Advanced Planning Advisors and cases
- Conduct research on provisions, policies, and legislation impacting financial planning
- Create or help to create technical planning informational and educational resources
- Support and work with the Chief Planning Officer and Advanced Planning Advisors to create technical planning content and presentations
- Work with firm departments to create and manage a content delivery calendar
- Attend firm conferences and other regional meetings
Qualifications
- Bachelor’s Degree (financial planning or finance programs)
- 3+ years of direct client advising experience or experience supporting advisors in the planning process
- CFP Candidate or CFP designation
- Planning knowledge/experience with an emphasis on tax planning preferred
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 $80-85k.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.
