CFP Wealth Planner: Client-Centric Financial Strategy

Mid-American Wealth; Kansas City (MO); On-site; USD 70,000 - 100,000; Full time

Job summary

Mid-American Wealth Advisory Group in Kansas City is seeking an experienced Certified Financial Planner (CFP®) to join our wealth management team and work directly with clients to develop financial strategies. The ideal candidate combines technical planning knowledge with the ability to communicate complex concepts, build long-term client relationships, and collaborate with advisors and departments.

Base salary starts at $70,000 with potential to earn up to $30,000 in bonuses as you guide

Qualifications

• Bachelor’s degree in finance or related field.
• Previous experience in financial planning or wealth management.
• Strong understanding of retirement planning and tax concepts.
• Ability to communicate complex financial concepts clearly.

Responsibilities

• Develop and present comprehensive financial plans based on client goals, financial situation, risk tolerance, and long-term objectives.
• Meet with new and existing clients to review financial goals, investment strategies, retirement planning, and overall progress.
• Provide guidance regarding retirement planning, investment management, income strategies, tax-efficient planning, estate planning considerations, and risk management.
• Analyze client portfolios and financial information to identify planning opportunities and potential concerns.
• Make appropriate financial and investment recommendations while maintaining a fiduciary standard.
• Conduct ongoing client review meetings and adjust recommendations as goals change.
• Explain financial strategies and planning concepts in clear terms to clients.
• Build and maintain long-term client relationships and collaborate with internal teams.

Skills

Relationship-driven

Communication

Client management

Financial planning

Education

Bachelor's degree in Finance or related field

Job description

Mid-American Wealth Advisory Group in Kansas City is seeking an experienced Certified Financial Planner (CFP®) to join our wealth management team and work directly with clients to develop financial strategies. The ideal candidate combines technical planning knowledge with the ability to communicate complex concepts, build long-term client relationships, and collaborate with advisors and departments.

Base salary starts at $70,000 with potential to earn up to $30,000 in bonuses as you guide