- Collaborate with the team to gather and analyze client data, assisting in creating personalized financial plans.
- Provide technical support during client meetings, ensuring accurate documentation of discussions and action items.
- Maintain regular communication with clients to ensure their needs are met, including following up after review meetings and assisting with technical financial questions about their plan strategy.
- Conduct research and contribute to various projects as assigned by lead advisors.
- Utilize financial planning software and tools to generate reports and conduct scenario modeling.
- Associates will participate in client meetings to develop the skills to ultimately become a lead advisor.
- This role will consist of financial planning work, administrative tasks, client service, and everything in between (small firm environment, not a big corporate one).
- Team player, collaborative, and excited to work with others—we're all in this together
- A knack for diving into numbers, with the ability to analyze the quantitative and qualitative aspects of financial data.
- Attention to detail that rivals Sherlock Holmes – nothing gets past you
- Top-notch communication skills, both written and verbal.
- Effective and efficient time management skills.
- Bonus points for familiarity with software systems like eMoney, Redtail, and Microsoft Suite.
- Desire to engage in continuous learning to improve your financial planning knowledge and skills with coaching and mentorship from a CFP and CFA designee.
- Starting salary $55,000 - $75,000 based on skills and experience with opportunity for bonuses and incentive pay.
- 401(k) + 6% employer matching (eligible after 90 days)
- Health reimbursement arrangement of $300/month(eligible after day 90 days)
- This is an in-office position with the opportunity for a flexible working environment (blend of WFH and in-office for maximum work-life balance). You must be located in the Kansas City Metro Area.
- Embrace a healthier work-life balance with our 4.5-day workweek, prioritizing your well-being and personal time.
- We're all about investing in you—pursue your CFP certification or other professional designation with our full support.
-
Financial Planner
1 week ago
Prudential Financial Overland Park, United StatesExplore a career as a FINANCIAL PLANNER · Take your career to the next level at Prudential Advisors Change your life by helping others change theirs · We have an immediate opening for a highly motivated analytical individual to join us in our Greater Heartland Financial Group fir ...
-
Financial Planner
2 weeks ago
Keen Wealth Advisors Overland Park, United StatesKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization · The Financial Pl ...
-
Financial Planner
4 days ago
OneDigital Overland Park, United StatesAre you looking to accelerate your career without having to hide your authentic self - a place where you can be you? A career that's making a bigger impact on the world? At OneDigital, we are on a mission to help people do their best work and live their best lives. From the servi ...
-
Financial Para Planner
6 days ago
People People Overland Park, United StatesOur purpose is to provide Peace of Mind. We take this seriously and intentionally recruit transparent individuals for our team who are of high integrity, self-motivated, and driven to continually improve. · Job Summary · As a Financial Para Planner you have a variety of respon ...
-
Associate Financial Planner
1 week ago
Beyond Wealth Overland Park, United StatesAbout Beyond Wealth · We are a boutique fee-only financial advisory firm that offers Comprehensive Wealth Management services in Overland Park, KS. At Beyond Wealth, we collaborate with and guide high-achieving professionals, simplifying their lives with ongoing, clear, and acti ...
-
Associate Financial Planner
2 weeks ago
Beyond Wealth Overland Park, United StatesAbout Beyond Wealth · We are a boutique fee-only financial advisory firm that offers Comprehensive Wealth Management services in Overland Park, KS. At Beyond Wealth, we collaborate with and guide high-achieving professionals, simplifying their lives with ongoing, clear, and acti ...
-
Financial Planning Associate
1 day ago
Stepp & Rothwell, Inc. Overland Park, United StatesThis associate position is the key support role for a team of financial planners. The Financial Planning Associate is an integral member of our financial planning team. · Using your logic and analytical skills, you will effectively evaluate a broad range of data and information ...
-
Planning Consultant
3 weeks ago
Fidelity Investments Overland Park, United StatesThe Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of ou Consultant, Financial Plannin ...
-
Event Planner
1 week ago
LHH Overland Park, United StatesEvent Planner · LHH Recruitment is hiring a temporary Event Planner for a 3-4 month project for a Client in Overland Park, KS. In this role you will be responsible for conceptualizing, organizing, and executing various events, ensuring all arrangements align with the organization ...
-
Event Planner
6 days ago
LHH Overland Park, United StatesEvent Planner · LHH Recruitment is hiring a temporary Event Planner for a 3-4 month project for a Client in Overland Park, KS. In this role you will be responsible for conceptualizing, organizing, and executing various events, ensuring all arrangements align with the organizatio ...
-
Investment Manager
2 weeks ago
Creative Planning Overland Park, United StatesJOB SUMMARY · Creative Planning's · Investment Manager · works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment Manager's primary function is to supervise accounts for their wealth management team. They are respons ...
-
Planning Consultant
2 weeks ago
Fidelity Investments Overland Park, United StatesJob Description: · Planning Consultant · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy th ...
-
Investment Manager
3 weeks ago
Creative Planning Overland Park, United StatesJOB SUMMARY · Creative Plannings Investment Manager works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment Managers primary function is to supervise accounts for their wealth management team. They are responsible for ...
-
Associate Business Manager
2 weeks ago
Acosta Group Overland Park, United States**RESPONSIBILITIES** · + Supports Business Partners in the following tasks: development of sales presentations and category reviews, tactical communication, key metric tracking, promotion plans, online content audits, and retail services planning. · + Provide customer service a ...
-
Associate Business Manager
2 weeks ago
Acosta Overland Park, United StatesJob Description · As part of the sales organization aids on all sales responsibilities, manages smaller clients' responsibilities, and supports e-commerce and retail services activities. This position assists the Business Manager in executing the mutual business goals of Acosta ...
-
Planning Consultant
3 weeks ago
Soteriare Overland Park, United StatesPlanning Consultant - Overland Park, KS page is loaded · Planning Consultant - Overland Park, KS · Apply · locations · 11200 NALL AVENUE, OVERLAND PARK KS · time type · Full time · posted on · Posted Yesterday · job requisition id · Job Description: · Planning Consulta ...
-
Associate Business Manager
2 weeks ago
Acosta Group Overland Park, United States**DESCRIPTION** · As part of the sales organization aids on all sales responsibilities, manages smaller clients' responsibilities, and supports e-commerce and retail services activities. This position assists the Business Manager in executing the mutual business goals of Acosta ...
-
Associate Business Manager
2 weeks ago
Acosta Group Overland Park, United States**RESPONSIBILITIES** · + Supports Business Partners in the following tasks: development of sales presentations and category reviews, tactical communication, key metric tracking, promotion plans, online content audits, and retail services planning. · + Provide customer service a ...
-
Planning Consultant
6 days ago
Fidelity TalentSource LLC Overland Park, United StatesJob Description: · Planning Consultant · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy t ...
-
Planning Consultant
2 weeks ago
Fidelity Talentsource Llc Overland Park, United StatesJob Description: · Planning Consultant · As a Planning Consultant, you will provide a world-class planning experience, uncover opportunities to deepen client relationships through consolidation of assets, referrals, and plan implementations, and develop an engagement strategy t ...
Associate Financial Planner - Overland Park, United States - Beyond Wealth
2 weeks ago
Description
About Beyond Wealth
We are a boutique fee-only financial advisory firm that offers Comprehensive Wealth Management services in Overland Park, KS. At Beyond Wealth, we collaborate with and guide high-achieving professionals, simplifying their lives with ongoing, clear, and actionable financial advice. From initial wealth building to retirement planning and beyond, we remain dedicated to supporting our clients on every step of their financial journey. Most of our clients are high-earning professionals starting their journey with us between the ages of 35 and 55. We are focused on doing in-depth and challenging problem-solving for our clients as their finances become more complex and their household incomes grow. Our only purpose is to empower our clients to achieve their unique vision for their lives by helping them find the balance between living for today and planning for the future.
Job Opportunity
We're seeking an Associate Financial Advisor to be a vital part of our team. Your role? Dive deep into the world of financial planning and client service alongside our team consisting of CFA and CFP designees and our Client Service Associate. You will play a pivotal role in providing technical financial planning support to the firm's two lead advisors and working closely with the client service associate to ensure an exceptional client experience from start to finish. This isn't just a job; it's a chance to kickstart your career journey in finance while significantly impacting people's lives, as you'll be an integral part of our clients' financial journeys. This role is intended for someone who wants to grow into a Lead Advisor with a clearly defined career path.
Job Responsibilities
Job Requirements
A bachelor's degree is strongly preferred.
1-5 years of experience in financial services preferred.
Registered Paraplanner, enrollment in CFP courses or equivalent designation is a strong plus but not required.
Compensation & Perks
Next Steps
Please email your resume and a short paragraph explaining why you would be a good fit for this position to - If we believe your experience and goals align with this role, we'll contact you via email to schedule a first-round interview.
