June 7, 2025

Planning Associate

InFocus Financial Advisors Inc. Salisbury, Maryland

The Planning Associate is responsible for managing and maintaining client data and accounts and providing exceptional client services while ensuring compliance and operational efficiencies. Client Education: • Educate clients on financial markets, investment strategies, and economic trends. • Create proposals and investment recommendations for prospective as needed. • Ability to work effectively within a team environment and a willingness to “pitch in” when necessary. • Strong analytical and problem-solving skills.

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