Jobs
>
Overland Park

    Financial Planner - Overland Park, United States - Keen Wealth Advisors

    Keen Wealth Advisors
    Keen Wealth Advisors Overland Park, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description

    Keen 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 Planner is an integral part of the organization. They will provide financial planning and relationship management to the firm's clients. The Financial Planner is responsible for maintaining ongoing relationships and aiding in developing new client relationships. Duties include managing the delivery of the wealth management services to the client. This will involve interacting with clients daily and maintaining regular communication. Responsibilities also include regular consultation with the client's other advisors and the Keen Wealth team to analyze information, develop recommendations, implement recommendations, and monitor the financial plans of their clients. The Financial Planner provides customized financial advice to their clients and works with multiple others within the firm to deliver expert, comprehensive advice to their clients.

    Job Duties

    • Participate in and conduct client meetings.
    • Prepare and implement financial planning recommendations.
    • Collaborate with other members of the team to best serve the client.
    • Maintain a relationship with the client base, focusing on service and operations.
    • Manage client relationships with accuracy using internal client relationship management software.
    • Monitor financial plans and communicate effectively with clients.
    • Review and update financial planning recommendations regularly.
    • Communicate with the client base through calls, emails, and meetings.
    • Attend client meetings and be responsible for follow-up activities.
    • Assist in developing annual client review materials.
    • Attend training and meetings scheduled for the planning teams.
    • Establish and track client investment objectives, including risk tolerance, asset allocation, and cash requirements.
    • Perform overlapping tasks between department areas as requested.

    Knowledge/Skills/Qualifications

    • Excellent attitude and an extraordinary client service orientation
    • Conscientious and a team player
    • Genuinely interested in serving and caring for other people
    • Excellent organizational and time management skills
    • Results-driven with a burning desire to succeed
    • Ability to foster teamwork and motivate colleagues by example
    • Client-centered focus
    • Enthusiastic, positive energy
    • Relevant educational background (Finance, Accounting, Economics, Business Administration)
    • 3 or more years of experience in the financial services industry
    • Passing internal exams - profiles/dashboards
    • Series 65 (or equivalent)
    • CFP certificate or CPA preferred
    • Experience using Salesforce, MoneyGuide, eMoney, and Orion
  • People People

    Financial Para Planner

    1 week ago

    People People Overland Park, United States

    Job Description · Job DescriptionOur 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 Plann ...

  • UMB Bank

    Financial Planner I

    1 week ago

    UMB Bank Leawood, United States

    UMB's Private Wealth Management team custom-tailors services for clients, incorporating financial planning, private banking, investment management, personal trust and lifestyle services, estate management and insurance services. We provide an active, engaged team of partners to c ...

  • Chief of Staff Kansas City

    Certified Financial Planner

    3 weeks ago

    Chief of Staff Kansas City Kansas City, United States

    This position requires a Certified Financial Planner (CFP) designation, a background in Registered Investment Advisor (RIA) firms, and a minimum of 3 years of relevant experience. · Responsibilities: · Financial Planning: Develop and implement customized financial plans for hig ...

  • Creative Planning

    Investment Manager

    2 weeks ago

    Creative Planning Overland Park, United States

    JOB 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 ...

  • LHH

    Event Planner

    1 week ago

    LHH Overland Park, United States

    Event 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 ...

  • Heartland Financial USA, Inc.

    Senior Private Banker

    1 week ago

    Heartland Financial USA, Inc. Overland Park, United States

    HTLF is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.HTLF is ...

  • T-Mobile

    Sr. Demand Planning Analyst

    3 weeks ago

    T-Mobile Overland Park, United States Full time

    Be unstoppable with us · T-Mobile is synonymous with innovation–and you could be part of the team that disrupted an entire industry We reinvented customer service, brought real 5G to the nation, and now we're shaping the future of technology in wireless and beyond. Our work is a ...

  • Heritage Vet Partners and their Partner Clinics

    General Counsel

    2 weeks ago

    Heritage Vet Partners and their Partner Clinics Overland Park, United States

    Job Description · Job DescriptionLOCATION: Overland Park, KS / Hybrid · Summary: Heritage Vet Partners is looking for a talented attorney with strong leadership skills who can work collaboratively on a wide range of responsibilities in the areas of corporate governance, complianc ...

  • CB Richard Ellis

    Maintenance Planner

    3 weeks ago

    CB Richard Ellis Lenexa, United States

    Maintenance Planner · Job ID · 164272 · Posted · 19-Apr-2024 · Service line · GWS Segment · Role type · Full-time · Areas of Interest · Engineering/Maintenance, Project Management · Location(s) · Lenexa - Kansas - United States of America · At CBRE Global Workplace Solutions (GWS ...

  • Auto Driveaway Franchise Systems LLC

    Dispatch Manager

    2 weeks ago

    Auto Driveaway Franchise Systems LLC Lenexa, United States

    Are you looking for the ability to make an impact as a key member of the leadership team for a diverse and growing company? If so, Truck Transport is seeking an energetic, detail-oriented, and customer-focused team member to join the organization as a Dispatch Manager. In this ro ...

  • Auto Driveaway Franchise Systems LLC

    Dispatch Manager

    2 weeks ago

    Auto Driveaway Franchise Systems LLC Lenexa, United States

    Are you looking for the ability to make an impact as a key member of the leadership team for a diverse and growing company? If so, Truck Transport is seeking an energetic, detail-oriented, and customer-focused team member to join the organization as a Dispatch Manager. In this ro ...

  • CBRE

    Maintenance Planner

    3 weeks ago

    CBRE Lenexa, United States

    Maintenance Planner · Job ID · 164272 · Posted · 19-Apr-2024 · Service line · GWS Segment · Role type · Full-time · Areas of Interest · Engineering/Maintenance, Project Management · Location(s) · Lenexa - Kansas - United States of America · At **CBRE Global Workplace ...

  • Lochner

    Airport Planner Intern

    4 weeks ago

    Lochner Lenexa, United States

    Job Details · Level · Entry · Job Location · Lenexa, KS · Position Type · Seasonal · Education Level · 2 Year Degree · Job Category · Aviation · Expectations · About Lochner · Founded in 1944, Lochner is a trusted infrastructure services provider for aviation, surface ...

  • Faith Technologies Incorporated (FTI)

    Regional Human Resources Business Partner

    3 weeks ago

    Faith Technologies Incorporated (FTI) Lenexa, United States

    A position at FTI can be the answer to your future career. In this role, you'll be part of a progressive national leader in electrical planning, engineering, technology and energy services. FTI enables employee growth and success through industry-leading training and development, ...

  • Faith Technologies

    Regional Human Resources Business Partner

    2 weeks ago

    Faith Technologies Lenexa, United States

    A position at FTI can be the answer to your future career. In this role, you'll be part of a progressive national leader in electrical planning, engineering, technology and energy services. FTI enables employee growth and success through industry-leading training and development, ...

  • FTI

    Excellerate Electrical Apprentice

    1 week ago

    FTI Lenexa, United States Full time

    Faith Technologies, a division of Faith Technologies Incorporated (FTI), is an energy expert and national leader in electrical planning, engineering, design and installation. As a comprehensive authority in the field of electrical and energy services, Faith leads industry change ...

  • Faith Technologies Incorporated (FTI)

    Technical Sales Representative

    1 week ago

    Faith Technologies Incorporated (FTI) Lenexa, United States

    A position at FTI can be the answer to your future career. In this role, you'll be part of a progressive national leader in electrical planning, engineering, technology and energy services. FTI enables employee growth and success through industry-leading training and development, ...

  • Faith Technologies Incorporated (FTI)

    Technical Sales Representative

    2 weeks ago

    Faith Technologies Incorporated (FTI) Lenexa, United States

    A position at FTI can be the answer to your future career. In this role, you'll be part of a progressive national leader in electrical planning, engineering, technology and energy services. FTI enables employee growth and success through industry-leading training and development, ...

  • LHH

    Part-time Event Planner

    1 week ago

    LHH Kansas City, United States Part time

    Part-time Event Planner · LHH Recruitment is hiring a Part-time Event Planner for a 3-4 month project for a Client in Kansas City, MO. In this role you will be responsible for coordinating and facilitating events for internal and external clients including assisting with technica ...

  • CB Richard Ellis

    Maintenance Planner

    1 week ago

    CB Richard Ellis Kansas City, United States

    Maintenance Planner · Job ID · 164891 · Posted · 24-Apr-2024 · Service line · GWS Segment · Role type · Full-time · Areas of Interest · Engineering/Maintenance · Location(s) · Kansas City - Kansas - United States of America · At CBRE Global Workplace Solutions (GWS), Safety is ou ...