Certified Financial Planner

About us

We are committed to serving clients. Our focus is providing client centered financial advice which results in long-term, trusted relationships.

Overview:

We are seeking a highly skilled and motivated Financial Planner to join our team. As a Financial Planner, you will be responsible for providing comprehensive financial planning services to clients, helping them achieve their financial goals and objectives. This is an exciting opportunity to work in a dynamic and fast-paced environment, collaborating with clients to create personalized financial plans.

Duties:

- Coordinate with other professional staff to search client database to uncover new financial planning opportunities

- Conduct thorough financial assessments for clients, analyzing their current financial situation and identifying areas for improvement

- Develop customized financial plans based on clients' goals, taking into consideration their risk tolerance, time horizon, and investment preferences

- Provide guidance on investment management strategies, including asset allocation, diversification, and risk management

- Assist clients in implementing their financial plans by recommending suitable investment products and services

- Monitor clients' portfolios and provide ongoing portfolio analysis and performance reviews

- Stay up-to-date with industry trends and changes in regulations to ensure compliance with all relevant laws and regulations

- Build strong relationships with clients through regular communication and exceptional customer service

Experience:

- Must be a credentialed CFP professional to apply

- Proven experience in financial planning or related field. You will create a financial plan as part of the interview process

- Strong knowledge of financial concepts, investment management, and financial sales

- Proficient in financial analysis and mathematical calculations

- Technical accounting skills are highly desirable

- While this is not an outside sales position, you will hold many client facing meetings and will be expected to explain details of financial plans

If you are a dedicated professional who is passionate about helping individuals achieve their financial goals, we invite you to apply for this rewarding position. Join our team of experienced Financial Planners and make a difference in the lives of our valued clients.

Job Type: Full-time

Pay: $68,000.00 - $94,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Retirement plan
• Vision insurance

Compensation package:

• Bonus opportunities
• Profit sharing
• Yearly bonus

Schedule:

• 8 hour shift
• Monday to Friday
• No weekends

Experience:

• Financial planning: 5 years (Required)

License/Certification:

• CFP (Required)

Ability to Relocate:

• Overland Park, KS: Relocate before starting work (Required)

Work Location: In person