Talent.com
Senior Financial Planner (CFP IS REQUIRED!)- 3256848

Senior Financial Planner (CFP IS REQUIRED!)- 3256848

AMS Staffing, Inc.Kansas City, MO, US
30+ days ago
Job type
  • Full-time
  • Permanent
Job description

Job Description

Job Description

Job Title : Senior Financial Planner (CFP IS REQUIRED!)

Location : Kansas City, MO 64106

Salary / Payrate : $120K-$150K range + 25% target bonus with AMAZING benefits

Work Environment : 100% ONSITE

Term : Permanent, Full-time

Bachelors degree required : PREFERED

Referral Fee : AMS will pay $500 should the person you refer gets hired

JOB DESCRIPTION :

Please send your resume in Word format if you are interested in a Senior Financial Planner opening located in Kansas City, MO 64106. Salary is in the $120K-$150K range + 25% target bonus with AMAZING benefits. If you are not interested in this position, please pass onto colleagues / associates as we do offer referral fees should they be hired.

The main purpose of this job is to review financial advisory services staff work for quality control and provide accountability for all applicable individual goals.

QUALIFICATIONS :

  • Bachelors degree in Business, Finance, Accounting, Management or equivalent combination of education and experience required
  • 7+ years financial planning experience required
  • Experience with closing asset management sales in a team environment required
  • Certified Financial Planner (CFP) designation required
  • Strong knowledge of financial planning techniques along with in-depth knowledge of financial plan creation and established financial plan delivery skills
  • Strong knowledge in the areas of income taxation, insurance, estate planning, retirement planning, investments, employee compensation and trust services.
  • Strong knowledge of the asset management process
  • Ability to manage a complex relationship sales cycle in a team environment
  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
  • Inquisitive, agile and strong team player with excellent written, verbal and interpersonal communication skills

RESPONSIBILITIES :

  • Develop and present the financial plans, and coordinate any implementation with staff or outside providers
  • Develop and present educational financial planning seminars on various topics directed toward both internal employees and clients / prospects
  • Write and edit newsletters along with other marketing and / or educational material
  • Coordinate staffing issues related to financial plan production
  • Mentor financial planning team members in career development and in technical knowledge of financial planning issues
  • Review team member work for quality control and provide accountability for all applicable individual goals
  • Achieve yearly goals for numbers of plans produced, numbers of financial planning meeting, and revenue goals related to asset management and private banking.
  • Work with clients and / or referral sources to gather information needed to prepare the financial plan.
  • Analyze client financial information while working either independently or with a financial planning analyst
  • Meet with clients / prospects to explain the benefits of financial planning and the general financial planning process
  • Develop and market the benefits of financial planning to key external and internal referral sources
    • Create a job alert for this search

    Financial Planner • Kansas City, MO, US