Financial Services Advisor & Planner (Licensing Path)

Capstone Financial, LLC; Overland Park (KS); On-site; USD 45,000 - 75,000; Full time

Job summary

A financial services firm in Overland Park is seeking a full-time Financial Services Representative to provide strategic financial solutions and assist clients with financial planning and investments. The role requires at least one year of experience as a licensed financial representative, alongside analytical and communication skills, with a strong interest in wealth management. Candidates will engage in marketing efforts and business development to enhance their client base. Join a company backed by a Fortune 100 partner and thrive in a competitive environment.

Qualifications

• 1+ year as a licensed financial services representative with a minimum active LAH (life, accident, health) license.
• Must obtain Life/Health Insurance, Series 7, Series 66 licenses within 12 months.
• Excellent analytical and problem-solving skills.
• Effective communication and interpersonal skills.

Responsibilities

• Provide strategic financial solutions and help clients with financial planning.
• Sell planning and protection insurance products.
• Promote services and build a professional network through marketing and outreach.

Job description

A financial services firm in Overland Park is seeking a full-time Financial Services Representative to provide strategic financial solutions and assist clients with financial planning and investments. The role requires at least one year of experience as a licensed financial representative, alongside analytical and communication skills, with a strong interest in wealth management. Candidates will engage in marketing efforts and business development to enhance their client base. Join a company backed by a Fortune 100 partner and thrive in a competitive environment.