Independent Financial Advisor – Fiduciary, Client-Focused

Moneta; Mission Woods (KS); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Paid holidays

Paid time off (PTO)

Employer cost-shared medical insurance

401k Match – 50% of employee contributions

Discretionary annual profit-sharing bonus

Job summary

A Registered Investment Advisory firm in Kansas is seeking a Financial Advisor to help clients navigate their financial journeys. You will provide personalized financial strategies, conduct thorough financial analyses, and assist in retirement planning. The ideal candidate should have 3-5 years of experience in a related role and relevant certifications. This position offers comprehensive benefits, including paid holidays, health insurance, and a 401k match.

Qualifications

• Minimum 3-5 years of experience as a client service advisor or related role.
• CFP, CFA, CPA/PFS, or JD with estate planning experience is a plus.
• Must be authorized to work in the United States.

Responsibilities

• Conduct in-depth financial analysis for clients.
• Advise on specialized investment strategies tailored to client needs.
• Assist with retirement and pension planning for clients.

Skills

Client service advisory

Financial planning

Investment advice

Tax planning

Estate planning

Education

CFP, CFA, CPA/PFS or JD

Tools

Orion

MoneyGuidePro

Job description

A Registered Investment Advisory firm in Kansas is seeking a Financial Advisor to help clients navigate their financial journeys. You will provide personalized financial strategies, conduct thorough financial analyses, and assist in retirement planning. The ideal candidate should have 3-5 years of experience in a related role and relevant certifications. This position offers comprehensive benefits, including paid holidays, health insurance, and a 401k match.