Planning Analyst

Join Our Growing Team as a Planning Analyst in Salisbury, MD Are you passionate about financial planning and ready to make a real impact for clients? Do you thrive in a collaborative, client-focused environment where your voice matters? InFocus Financial Advisors, Inc., a small boutique RIA firm in Salisbury, MD, is looking for a dedicated Planning Analyst to join our growing team. About Us We're a small, tight-knit firm committed to delivering thoughtful, comprehensive financial planning to individuals and families. We pride ourselves on our integrity, personalized service, and a team-first culture where everyone contributes to our clients' success. The Role As a Planning Analyst, you'll play a key role in supporting lead advisors while also building relationships directly with clients. This is an ideal opportunity for someone who has already gotten their Securities Licenses (SIE, Series 7, and Series 66) and is looking to grow their career and develop into a lead advisor role over time. Our Training Program Our Training Program develops your career for real success over time. Your future earnings potential is high. What You'll Do Create Annual Client Review documents. Call clients to obtain updated financial information and planning items. Develop recommendations as applicable on investment and planning strategy. Develop cash-flow based planning and forecasting reports for specific client planning objectives. Assist in investment committee research and responsibilities. Grow business development skills. No sales required. What We're Looking For Bachelor's degree required in Financial Planning, Finance, Accounting, or a related field. Securities Licensed (SIE, Series 7, and Series 66) and working towards Certified Financial Planner Designation. Excellent communication skills, organizational skills, presentation skills, and attention to detail. Expertise in Excel. Why Join Us? Work closely with an experienced advisor in a mentorship-oriented environment. Enjoy a balanced, flexible work culture with growth opportunities. Competitive compensation and benefits. The chance to build a meaningful career in a firm that values quality over quantity.

Location :

Salisbury, MD Job Type :

Full-Time, Salaried exempt, 40+ hours per week

Compensation :

Base salary range of $60k -70k, depending on experience and designation. Quarterly bonuses are also paid as much as 10% of annual salary over a year's time. Applicants with a CFP would receive higher compensation.

Job Type:

Full-time Pay:

$70,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance Paid time off Retirement plan

Education:

Bachelor's (Required)

License/Certification:

Securities Industry Essentials (Required) Series 7 (Required) Series 66 (Required) Ability to

Commute:

Salisbury, MD 21804 (Required) Ability to

Relocate:

Salisbury, MD 21804: Relocate before starting work (Required)

Work Location:

In person