Financial Advisor for Educators & Districts

Inceed; Kansas City (MO); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Comprehensive benefits package

Job summary

Inceed is partnering with a client to recruit a Financial Advisor in the United States. The role offers a $50,000 - $60,000 annual base, plus commission, to serve a diverse client base with emphasis on school districts and teachers.

The successful candidate will provide holistic financial planning, investment guidance, and risk management while building strong relationships and ensuring regulatory compliance.

Qualifications

• Strong understanding of financial markets, investment strategies, and planning concepts.
• Excellent interpersonal and communication skills.
• High level of integrity and professionalism.

Responsibilities

• Build and maintain a portfolio of clients through networking, referrals, and prospecting.
• Assess clients’ financial situations, goals, and risk tolerance to develop tailored financial plans.
• Provide advice on investments, retirement planning, insurance, tax strategies, and wealth management.
• Monitor client portfolios and recommend adjustments based on market conditions and life changes.
• Educate clients on financial products and strategies in a clear, actionable way.
• Ensure compliance with all regulatory and ethical standards.
• Maintain detailed client records and financial plans.
• Stay current on market trends, financial products, and regulatory changes.

Skills

Interpersonal communication

Relationship-building

Sales drive

Education

Licenses: Series 65, Series 7/66, Life & Health License

Job description

Inceed is partnering with a client to recruit a Financial Advisor in the United States. The role offers a $50,000 - $60,000 annual base, plus commission, to serve a diverse client base with emphasis on school districts and teachers.

The successful candidate will provide holistic financial planning, investment guidance, and risk management while building strong relationships and ensuring regulatory compliance.