Job Description
Join Kansas City's premier wealth management firm as a Financial Advisor and transform lives through strategic financial planning. We're seeking a dynamic professional to build client relationships, deliver personalized investment strategies, and grow a thriving practice in our downtown headquarters.
Responsibilities
- Develop comprehensive financial plans for high-net-worth individuals and families
- Manage investment portfolios with emphasis on tax-efficient strategies
- Cultivate new client relationships through networking and referrals
- Conduct retirement planning and estate analysis sessions
- Collaborate with internal teams for holistic client solutions
- Stay current on market trends and regulatory changes
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65 and/or Series 7/66 licenses required
- 3+ years of financial planning/advising experience
- Certified Financial Planner (CFP) designation preferred
- Strong presentation and client communication skills
- Proven track record in client acquisition and retention
- Ability to work independently while collaborating in a team environment