Lead Wealth Planner for High-Net-Worth Clients

Cetera Financial Group; Kansas City (KS); Sur place; USD 72 000 - 102 000; Plein temps

Avantages offerts par ce poste

Health, dental, vision, and life plans

Mental health benefits

20+ days PTO + holidays

401(k) with up to 5% company match

Paid parental leave

Health Savings Account (HSA) / FSA

EAP, LifeLock, Pet Insurance

Paid caregiver leave

Résumé du poste

Cetera Financial Group in Kansas City, KS is seeking a Financial Planner to serve a high-net-worth client base and own the planning process from start to finish. You will collaborate with the client’s Financial Planning Consultant and CPA, review financial situations, and identify opportunities for comprehensive planning.

Responsibilities include leading client meetings, organizing deliverables, entering data into planning software, analyzing data, and approving materials such as Balance Sheet,

Qualifications

• Bachelor’s degree required.
• CFP certification required.
• 4 years of related experience and/or training.
• Strong computer skills with MS Word, Excel, CRM, PowerPoint, Email and Internet usage.
• CPA, CFA, or ChFC preferred.

Responsabilités

• Serve as lead planner/project manager for a client base.
• Coordinate with clients regarding planning needs and deliverables.
• Organize and lead solution creation with the financial advisor.
• Enter client data into financial planning software.
• Analyze data for planning opportunities and recommendations.
• Develop/approve deliverables for client meetings (e.g., Balance Sheet, Cash Flow, Income Tax).
• Other duties as assigned.

Connaissances

MS Word

Excel

CRM Database

PowerPoint

Email

Internet usage

Formation

Bachelor’s degree

CFP

CPA / CFA / ChFC preferred

Description du poste

Cetera Financial Group in Kansas City, KS is seeking a Financial Planner to serve a high-net-worth client base and own the planning process from start to finish. You will collaborate with the client’s Financial Planning Consultant and CPA, review financial situations, and identify opportunities for comprehensive planning.

Responsibilities include leading client meetings, organizing deliverables, entering data into planning software, analyzing data, and approving materials such as Balance Sheet,