Role Description 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. - 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 interpersonal abilities - Create business development opportunities through effective plan delivery - Maintain a commitment to delivering excellent results Qualifications - Bachelor’s Degree - 5+ years experience delivering financial plans to prospects/clients - CFP or equivalent - Series 65 or equivalent - Experience with understanding tax planning, reading tax returns, and being able to explain tax details to clients - Exceptional organizational and Outlook Calendar Scheduling/Calendar Management skills - Extensive experience with Zoom or Teams - Ability to multi-task complex client situations with ability to follow up in a timely manner - Professional and courteous demeanor - Excellent follow-through and attention to detail - Ability to work both independently and as part of a collaborative team - Excellent verbal and written communication skills - Ability to handle multiple assignments in a fast-paced environment - Demonstrates computer literacy and competency in utilizing software applications - Proficient in using Planning software (e.g., NaviPlan, Emoney, Money Guide Pro) Requirements This position is an exempt position. 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. Company Description 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. - To learn more about Focus, visit www.focusfinancialpartners.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.

Role Description 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 interpersonal abilities - Create business development opportunities through effective plan delivery - Maintain a commitment to delivering excellent results Qualifications - Bachelor’s Degree - 5+ years experience delivering financial plans to prospects/clients - CFP or equivalent - Series 65 or equivalent - Experience with understanding tax planning, reading tax returns and being able to explain tax details to clients - Exceptional organizational and Outlook Calendar Scheduling/Calendar Management skills - Extensive experience with Zoom or Teams - Ability to multi-task complex client situations with ability to follow up in a timely manner - Professional and courteous demeanor - Excellent follow-through and attention to detail - Ability to work both independently and as part of a collaborative team - Excellent verbal and written communication skills - Ability to handle multiple assignments in a fast-paced environment - Demonstrates computer literacy and competency in utilizing software applications - Proficient in using Planning software (e.g., NaviPlan, Emoney, Money Guide Pro) Requirements This position is an exempt position. 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. Company Description 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.

• Review financial statements, billing records, and supporting documentation to ensure accuracy, completeness, and compliance with program requirements. • Identify inconsistencies, missing information, or errors within financial records and flag them for further review or resolution. • Analyze financial information to ensure data integrity and alignment across multiple documents and systems. • Maintain accurate and organized records of all reviews, findings, and supporting documentation. • Clearly communicate discrepancies and recommendations to internal teams to support timely resolution. • Assist with additional tasks and process-related duties to support overall team efficiency.

• Lead the preparation of standalone and consolidated financial statements in compliance with IFRS and local statutory requirements. • Ensure accuracy and timeliness of monthly, quarterly, and annual reporting deliverables for management and the Board. • Review balance sheet reconciliations and ensure completeness and accuracy of financial data. • Manage intercompany reconciliations and eliminations across multi-entity structures. • Support statutory, tax, and regulatory reporting obligations in UAE, Pakistan, UK, and other relevant jurisdictions. • Ensure compliance with corporate tax, transfer pricing, ESR, and VAT regulations. • Manage multi-currency reporting ensuring accurate consolidation and FX translation under IFRS. • Ensure timely preparation of MIS reporting packs for the Board and senior management, including dashboards and variance analysis. • Prepare management reporting packs (P&L, balance sheet, cash flow, and KPIs) at group and channel levels. • Oversee end-to-end month-end close process, ensuring accuracy, completeness, and adherence to reporting timelines. • Prepare and review accruals, provisions, and adjustments to ensure accurate reporting of financial performance. • Collaborate with FP&A to provide financial reporting data for forecasting, budgeting, and strategic planning. • Maintain strong internal controls around financial reporting processes. • Develop and document accounting policies, ensuring consistency and compliance with best practices. • Coordinate with external auditors during interim and year-end audits. • Lead initiatives to streamline and automate reporting processes through ERP enhancements and BI tools. • Supervise and mentor junior reporting staff, promoting accuracy, accountability, and continuous learning.