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Customer Relationship Advisor

4 months ago

Kansas City, United States FDF Wealth Strategies Full time
Job DescriptionJob Description
  • FDF Wealth Strategies is an independent financial advising firm located in Kansas City, MO. We specialize in helping business owners and individuals make informed decisions with their money. Our services include retirement planning, investment management, 401k plans, insurance brokerage, and group benefits. visit www.fdfwealth.com
  • This is a full-time on-site position as a Client Relationship Advisor. The Advisor will be responsible for providing exceptional client service, assisting with customer support, and effectively communicating with clients. The role will also involve tasks related to finance, such as managing client accounts and processing transactions. The successful candidate will have at least three years of experience in the financial services industry, hold Series 65 and Series 7 licenses, and possess a strong understanding of finance and investment concepts. The ability to communicate investment strategies in person to clients and to prioritize tasks and manage time effectively are also essential. There are no production requirements for this position.
  • FDF Wealth is open 8am to 5pm Monday through Friday. There are very few instances where the office is open earlier or later. Most of the time will be spent in the office.
  • In addition to the base salary, monthy and quarterly incentive compensation is paid after the training period has been completed. The company subsidizes the cost of health insurance and offers a company match for those that participate in the 401k.