Advanced Planning Specialist
Focus Partners Wealth
About this role
Focus Partners Wealth is seeking an Advanced Planning Specialist to support the Planning Department in financial planning operations, managing workflows, systems, and content, and supporting internal and advisor-facing projects. The role involves collaboration, process improvement, and ensuring operational efficiency in a virtual environment.
Skills
About Focus Partners Wealth
focuspartners.comFocus Partners Wealth is a fiduciary wealth management firm that provides personalized financial planning, investment strategies, and legacy solutions tailored to individuals, families, and institutions. Their services include wealth management, specialized planning, and family-office capabilities delivered by dedicated advisors who create custom, tax-aware plans. The firm operates a multi-location advisor network with client portals and a focus on long-term relationships and fiduciary care.
Recent company news
WealthManagement.comFocus Partners Wealth Rolling Out New Advisor, Client Portal
Nov 17, 2025
Private Banker InternationalFocus Partners Wealth to buy Los Angeles’ Churchill Management
May 30, 2025
Family Wealth ReportNathanson’s Sudden Exit As Focus CEO Surprises – And Puzzles – RIA Industry
Dec 16, 2025
CitywireFocus Partners Wealth buys $2.4bn Sonora Investment Management
Oct 20, 2025
InvestmentNewsFocus Partners Wealth to acquire David Wealth Management, marking second deal since rebrand
Jun 25, 2025
About Focus Partners Wealth
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Focus Partners Wealth.
Salary
$80k – $90k
per year