Focus Financial Partners
Boston, MA, USA
Position Summary Focus Partners Wealth is looking for an experienced Wealth Planner to work with our clients and help them achieve their short- and long-term financial goals. The ideal candidate will have a strong understanding of complex finances such as investments, security planning, estate planning, tax planning, employee benefits planning and insurance planning. This role is fully remote. Primary Responsibilities 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 Demonstrate outstanding analytical and problem-solving skills Exhibit a strong desire to work with and help people Possess excellent communication and...

