Senior Financial Planner

Job Responsibilities

• Prepare and maintain comprehensive financial plans for high-net-worth and ultra-high-net-worth clients
• Utilize eMoney extensively for financial modeling, scenario analysis, and planning recommendations
• Partner closely with senior advisors and firm leadership to support ongoing client relationships
• Participate in client meetings and contribute to planning discussions and strategic recommendations
• Analyze complex financial situations involving retirement planning, tax planning, estate planning, cash flow, and investment coordination
• Develop customized planning strategies tailored to clients’ long-term goals and objectives
• Aid in identifying planning opportunities and delivering proactive client advice
• Collaborate with internal teams and external professionals to support integrated client solutions
• Help ensure a high-touch, detail-oriented client experience

Qualifications

• CFP® certification required
• 3+ years of experience in financial planning, wealth management, or a related advisory role
• Advanced proficiency with eMoney and financial planning software
• Strong technical knowledge across retirement, tax, estate, and wealth transfer planning
• Experience working with high-net-worth and ultra-high-net-worth clients preferred
• Excellent analytical, organizational, and problem-solving skills
• Strong communication and interpersonal abilities with the confidence to contribute in client-facing environments
• High attention to detail, professionalism, and intellectual curiosity
• Ability to work collaboratively within a team-oriented environment

Pay

The annualized base pay range for this role is expected to be between $130,000-$160,000 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.

Schedule

This position is an exempt position.

Benefits

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).

About the Role

The Portfolio Strategy Group (PSG) is a premier independent Registered Investment Advisor (RIA) with more than 35 years of experience serving high- and ultra-high-net-worth individuals and families. The firm oversees more than $2.7 billion in client assets and is recognized for its customized wealth management approach, research-driven investment philosophy, and long-standing client relationships.

About Focus Financial Partners

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.

Equal Opportunity Employer

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.