Senior Financial Planner (Kansas City, MO)
Core
Create customized and comprehensive financial plans for clients by supporting advisors through all stages of planning, including preparation, updating, delivery, and implementation.
Role type
Senior Financial Planner I (supporting IC)
Builds
Comprehensive financial plans, portfolio analyses, and client strategies
Domain
Financial Planning / Wealth Management
Required skills
Financial planning expertise, tax planning, estate planning, retirement planning, Social Security analysis, Excel, eMoney, Orion, Morningstar, Holistiplan, Salesforce, analytical skills, relationship management
Preferred skills
CFP certification, FPQP certification, Master's in Financial Planning, 6+ years client-facing experience
Technologies
eMoney, Orion, Morningstar, Holistiplan, SS Analyzer, Salesforce, Excel
Responsibilities
Prepare comprehensive financial plans using eMoney and other tools; Partner with advisor teams to deliver seamless client experiences; Uncover client needs and position appropriate solutions; Collaborate on client strategies incorporating wealth transfer and tax planning; Mentor and coach members of the Financial Planning Group; Assist in creating procedures to improve efficiency.
Seniority
Senior, hands-on IC