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Responsibilities:
- Conduct client interviews to gather financial information
- Analyze financial data to identify planning opportunities
- Follow up on meeting deliverables and action items
Qualifications:
- Bachelor’s Degree
- 5+ years experience delivering financial plans
- CFP or equivalent
Skills:
- Exceptional organizational and Outlook Calendar Scheduling skills
- Excellent verbal and written communication skills
- Ability to handle multiple assignments in a fast-paced environment
Focus Partners Wealth
Focus Partners Wealth provides wealth, asset, and business management resources with a focus on innovation and partnership. They support clients at every stage of life, managing their financial future with research-backed strategies and personalized wealth planning solutions in all 50 states, with over $180 billion in regulatory assets under management.