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Senior Financial Planner

Position ID: JMS/KCplanner
Location: KS City MO

Senior Financial Planner

 

Our client is a registered investment advisory firm with over $1.5B AUM. They offer a full range of financial planning, investment, tax, insurance and other wealth management solutions to individuals, families, and businesses.

 

They are looking for a Senior Financial Planner to prepare comprehensive financial plans for clients, including retirement projections, estate planning analysis (including reading through, understanding, and discussing trust documents), tax planning, Social Security claiming analysis, stock options analysis, and risk management needs analysis. This person will work closely with the Senior Financial Planner but also independently to support financial advisors by serving existing and potential clients.

 

Responsibilities:

  • Build and maintain client relationships in partnership with Financial Advisors and Specialists.
  • Gather client data including financial constraints and goals.
  • Develop models to analyze client situations and able to easily translate the information.
  • Review and summarize complex estate planning documents, insurance documents and various tax documents.
  • Attend meetings held by the Financial Advisors with clients and prospects; eventually conduct solo meetings with clients as appropriate.

 

Requirements:

  • BA/BS Degree; advanced degree and/or designations (CFP) strongly preferred.
  • 5+ years of relevant experience.
  • Working knowledge ofMoneyGuidePro.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

 

Westport One consistently ranks as one of the top 10 offices within the MRI Network system, which consists of more than 700 offices worldwide.

Our search consultants are Financial Services 'industry insiders' working specifically with Internal and External Wholesalers, National Sales Managers, Investment and Wealth Management Representatives, Relationship Managers, Branch Managers, Compliance Officers, Operations Managers, Investment Money Managers, Portfolio Managers, Research Analysts, Trust Officers/Administrators/Managers as well as all Executive Level positions.

Any inquiries relating to this ad will be kept confidential.

To learn more about our organization please visit us at www.westportone.com.

 

To apply for this position, submit your resume by choosing one or more of the following:

1.)    ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED)

 

2.)   Email your resume in WORD format to kim@westportone.com.  Please refer to job reference code JMS/KCplanner in the subject line.

 

3.)   Fax resume with cover letter to:  314-991-9586.  Attention:  Kim Carlson.  Please refer to job reference code JMS/KCplanner 

 

NO CALLS PLEASE

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