Lead Tax-First Retirement Advisor for Couples

MOKAN Wealth; Overland Park (KS); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Holidays & PTO

401(k) match

Health, dental, and vision insurance

Job summary

MOKAN Wealth is seeking an experienced financial advisor to lead client relationships for a tax-first retirement planning practice focused on couples with substantial 401(k)s and IRAs. You will own the client journey from intake to plan execution, using Rothification to create year-by-year strategies.

You will guide Roth conversions, Social Security timing, Medicare/IRMAA planning, and withdrawal sequencing while coordinating with tax and paraplanning teams to keep plans current amid market

Qualifications

• Requires 5+ years as a financial advisor, including 2+ years as lead advisor.
• CFP® designation is required.
• CPA is a bonus but not required.
• Candidates pass a clean background check.

Responsibilities

• Build and present Retire Ready Roadmap plans for prospective clients through intake process.
• Lead client meetings covering Roth conversion timing, Social Security claiming, Medicare and IRMAA planning, and withdrawal sequencing.
• Coordinate with tax and paraplanning teams to keep plans current with changes in tax law and markets.
• Review and refine each household's Rothification Method conversion schedule year over year.
• Serve as the primary point of contact for your own book of retirement-focused clients.
• Document meeting notes, plan updates, and follow-up actions in planning software.

Skills

Written Communication

Retirement Planning

Roth Conversions

Client Relationship Management

Tax Planning

CFP

Social Security Strategy

Medicare IRMAA Planning

Education

CFP® Professional designation

Job description

MOKAN Wealth is seeking an experienced financial advisor to lead client relationships for a tax-first retirement planning practice focused on couples with substantial 401(k)s and IRAs. You will own the client journey from intake to plan execution, using Rothification to create year-by-year strategies.

You will guide Roth conversions, Social Security timing, Medicare/IRMAA planning, and withdrawal sequencing while coordinating with tax and paraplanning teams to keep plans current amid market