- Become proficient with software we regularly use, such as Microsoft Office (particularly Excel/PowerPoint), Schwab Advisor Center, Tamarac, Advisor Engine, Adobe Acrobat, Modestspark, etc.
- Maintain our schedule of Wealth Management Reviews with our existing clients and our prospective client pipeline.
- Obtain and update client financial information.
- Prepare financial reports such as Stock Incentive Summaries, Statements of Net Worth, Retirement/Education Projections, Life Insurance Needs, and Pension/Social Security Claiming Strategies.
- Compile and understand other important reports which comprise our Wealth Management Review books such as Investment Returns/Allocations, Projected Income, YTD Taxable Activity, Recent Transactions, etc.
- Understand and maintain records related to Income Tax, Estate, Insurance, and Philanthropic planning.
- Assist in interpreting tax documents issued by our custodian(s).
- Ensure follow-up letters to client meetings are processed timely.
-
Financial Planner
3 weeks 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
4 days 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 Pla ...
-
Financial Planner
4 days 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
2 weeks 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 ...
-
Associate Financial Planner
3 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
2 weeks 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 ...
-
Event Planner
3 weeks 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 ...
-
Investment Manager
12 hours 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 responsible fo ...
-
Construction Project Manager
3 weeks ago
IAC - Industrial Accessories Company Overland Park, United StatesIAC was founded in 1986 Industrial Accessories Company (IAC), is a fast-track, high- technology equipment design and fabrication company providing Engineering, Procurement and Construction (EPC) contracts, serving numerous industries. IAC is also an Industrial Design/Build Origin ...
-
Investment Manager
1 week 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 ...
-
Intercompany Supply Coordinator
4 days ago
Zoetis Overland Park, United StatesStates considered: Kansas or Missouri · Role Description · The Intercompany Supply Coordinator is responsible for executing inventory deployment across the company's distribution network (sites, hubs, local warehouses) in alignment to the plan. They execute and maintain the pro ...
-
Event Planner
3 weeks 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 ...
-
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 ...
-
Event Planning Administrative Assistant
3 weeks ago
LHH Recruitment Solutions Overland Park, United StatesJob Description · Job DescriptionEvent 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 arrange ...
Financial Para Planner - Overland Park, United States - People People
Description
Our 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 responsibilities surrounding our Wealth Management Reviews. You primarily provide technical and operational support for our Wealth Advisors. You are expected to be a team player, and you occasionally could correspond directly with our clients. You may participate in client meetings but not in an advice capacity. You will have no business development requirements, and you will have opportunity for advancement. This position will also share responsibility for greeting and directing clients and other visitors; for screening and routing telephone calls and performing a variety of other office duties.
Duties and Responsibilities
Compensation
Salary will be commensurate with experience (80% base and 20% production). The production component simply means this portion fluctuates quarterly (it is not a bonus, per se) proportionate to our top-line revenues, which are communicated to you. We financially encourage a "client-first" culture, focusing on teamwork vs. individual production.
You will also be eligible for up to an additional $5,000 annually in incentive bonuses based on objective goals for you individually.
We greatly value becoming eligible for and passing the CFP exam. Upon passing, your compensation will increase at an annual rate of $10,000 retroactive to the date of the exam. We also reimburse costs associated with preparing for and taking the CFP exam up to $6,000. Passing the exam is the first step towards an advancement opportunity to become a client-facing Wealth Advisor.
Retirement Plan
We currently match 150% of the first 6% of your 401(k) contributions, and often make annual, discretionary contributions to our Profit Sharing Plan. There is a 5-year vesting schedule on any employer contributions.
Insurance Benefits
We currently offer group health, dental, vision, life, short and long-term disability insurance benefits.
Paid Personal Days
15 paid days annually (includes sick days).
Holidays
All days the securities markets are closed are considered paid holidays.
