Financial Planner

Immediately
New Planner Recruiting
Paulina Walters
. Overland Park, KS
candidate@newplannerrecruiting.com
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What our client is offering:

We invite you to become a part of our team and experience the power of the services we offer our clients. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. With over 25 years in the business, we attribute our growth to deep relationships with our clients, operating at fiduciary standard, staying the course with a proven business model and only hiring top talent – our team is one of our largest assets!

We are seeking a Financial Planner to play an integral part of the organization. Our Financial Planners are not sales people. They create value with their technical expertise and genuine interest in serving others. You will provide financial planning and relationship management to the firm’s clients by maintaining the ongoing relationships and aiding in the development of new client relationships.

What you will get to do:

  • Prepare and implement financial planning recommendations
  • Manage client relationships with accuracy with the use of internal client relationship management software
  • Monitor and update financial planning recommendations regularly
  • Attend client meetings and be responsible for all follow-up activities
  • Assist in developing annual client review materials
  • Establish and track client investment objectives including risk tolerance, asset allocation, and cash requirements

What our client seeks in a candidate:

  • Bachelor’s Degree in (Finance, Accounting, Economics, Business Administration)
  • 3 or more years of experience in the financial services industry
  • Series 65 (or equivalent)
  • CFP® Certificant
  • Excellent interpersonal, communication and consultative skills
  • Excellent organizational and time management skills
  • Proficient in Microsoft Office Suite
  • Experience using a client relationship management system
  • Experience utilizing financial planning software

Position perks:

 

  • Competitive salary
  • Company group Health, Dental and Life insurance
  • 401(k) with match
  • Profit sharing plan
  • Paid time off