Financial Planning Consultant

Focus Partners is seeking a Wealth Advisor. The Wealth Advisor has a passion to serve and will always do the right thing over the easy thing. They serve our clients by putting clients needs first and with a sense of urgency. Wealth Advisors take a holistic planning first approach to fulfilling clients financial goals. The Wealth Advisor will partner with a Senior Wealth Advisor to provide continuity and exceptional service to clients, with the opportunity to deepen relationships and assume increasing leadership responsibility over the client base over time.
The Wealth Advisor will lead a team and model excellence in financial planning knowledge, skill, and team development. They will initiate conversations and coordinate action plans in all aspects of a clients financial life including goals-based planning, taxation, estate planning, and retirement.
Have both a tactical (short term) and strategic (long term) approach to team development and growth
Provides feedback and opportunities for development of Associate Wealth Advisors
Serve as Primary advisor on 50%+ of client relationships
Proficient in all areas of planning and implementing financial plans for clients
Develops a mastery of Focus Partners (FP) investment philosophy
Conducts Client Discovery and Wealth Planning Conversations
Identify advanced planning opportunities and develop internal best practices
Create, edit, and present financial plans through planning software
Create a holistic investment strategy for each client, monitor risk tolerance over time as needed
Partner with the Portfolio Management team to approve & execute portfolios, trade recommendations, tax loss harvesting, etc.
Assist with client billing reviews to ensure fees are collected in a timely manner
Consistently document client interactions and manage follow-up using the client relationship management (CRM) platform.
Some travel may be required
Manage individual and team prospect pipeline, including the onboarding of new clients
Bachelors Degree
~CFP® certification or an equivalent designation (ChFC or CPA) preferred at hire. Mastery of investment strategies, risk management, tax planning, and estate planning
~ Proven experience in financial analysis, modeling, and strategic planning
~ Strong interpersonal communication skills: with the ability to explain complex financial concepts to clients
~ Knowledge of financial services industry, financial products, and financial planning concepts
~ Other rewards may include an annual cash bonus and a comprehensive benefits package, including but not limited to medical, dental, vision, life insurance, and 401(k). Focus Partners 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, Focus Partners supports clients at every stage of life, helping them manage their financial future. Focus Partners uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners is part of Focus, a leading financial services firm comprised of wealth management, family office, and business management services. com or follow the company on LinkedIn.

Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit

or follow the company on LinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset, and without regard to an employee or candidates 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.
Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact following language is for US based roles only
For Indiana Applicants:

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Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states 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.