Kansas Licensed Financial Advisor

A company is looking for a Financial Advisor & Planner - Brokerage / Premier Accounts.

Key Responsibilities

Provide high-level service to Personal Wealth clients, focusing on asset retention and growth

Manage client relationships through proactive and reactive communication

Coordinate with internal teams to address client needs and provide holistic financial planning

Required Qualifications

Bachelor's Degree or higher in business, finance, or a related field

FINRA Series 7, 63, and 65 registrations required within corporate timelines

FINRA Fingerprinting required

High-level knowledge of current investment products and industry services

Proven track record in relationship management and customer satisfaction