Position Summary
Focus Partners Wealth is seeking an Advanced Planning Specialist to join our team! The Advanced Planning Specialist plays a key operational role within the Planning Department, working alongside financial planning experts to support internal initiatives and advisor-facing projects across the RIA and Advisor Solutions businesses. This role is ideal for an operations and growth-oriented professional who thrives in a collaborative environment and excels at managing systems, processes, workflows, projects, and resources. The successful candidate will work independently to identify workflow and operational efficiencies, lead and support projects, and help the team operate effectively in a virtual environment. They should be passionate about learning, continuous improvement, and approaching challenges with curiosity and problem-solving energy.
This position also offers opportunities to deepen knowledge in advanced financial planning concepts and contribute to a positive, best in class thought leadership culture alongside leading industry professionals.
Primary Responsibilities
• Manage and maintain departmental knowledge bases, ticketing platforms, project management tools, and organizational systems, continuously identifying efficiency improvements.
• Oversee the content calendar and associated workflow and distribution.
• Partner with third party vendors as needed to support system management.
• Oversee the organization, distribution, formatting, and maintenance of content generated by the Advanced Planning team.
• Respond to and triage technical support tickets.
• Collaborate with internal partners—including Marketing, Compliance, IT, and client facing planning teams—to support shared initiatives and workflows.
• Provide operational support to Advanced Planning team members.
• Oversee and delegate routine and annual content refresh cycles.
• Manage communications, logistics, and workflows for presentations and webinars.
• Support and/or lead additional projects, initiatives, and communications as needed.
• Attend firm conferences and regional meetings as required.
Qualifications
• Bachelor’s degree required; focus in operations or project management preferred. Financial education or designations are a plus.
• 5+ years of experience managing software systems, project workflows, and operational support functions with a track record of creating efficiencies.
• Strong experience in the Microsoft 365 ecosystem and ability to quickly learn new software and virtual communication systems.
• Demonstrated ability to support teams and manage project workflows effectively.
• Proven ability to proactively and independently identify and implement process improvements.
• Strong interpersonal and communication skills.
• Collaborative and service oriented mindset, especially within a virtual team environment.
• Familiarity with financial services, financial products, and financial planning concepts is beneficial.
• Excellent analytical skills and attention to detail.
• Ability to learn, manage, and maintain workflow, communication, and knowledge sharing software.
• High degree of organizational skill, both personally and in supporting team operations.
This position is an exempt position. The annualized base pay range for this role is expected to be between $80,000-$90,000 base salary compensation range. Actual base pay may 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. 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). Please note that the job title is subject to change based on the selected candidate’s experience and education.
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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, Focus Partners Wealth supports clients at every stage of life, helping them manage their financial future. With over $180 billion in regulatory assets under management, Focus Partners Wealth uses research-backed investment strategies to create custom-built portfolios and delivers personalized wealth planning solutions to clients in all 50 states. Focus Partners Wealth is part of Focus Financial Partners, a leading financial services firm comprised of wealth management, family office, and business management services. To learn more about Focus Partners Wealth, visit focuspartners.com or follow the company on LinkedIn.
Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s 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 [email protected].
For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component.
For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.
For California Applicants: Information on your California privacy rights can be found here
For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.
For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.
For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s 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.
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