Financial Planner

2 months ago

overland park, United States Aspyre Wealth Partners® Full time

Title: Financial Planner

Supervisor Title: Director of Financial Planning


JOB SUMMARY


The Financial Planner is responsible for preparation of client financial plans, review of case analysis and modification, and client communications and research.


JOB RESPONSIBILITIES

                                                                                                   

  • Develop financial plans for new and existing clients with alternatives and recommendations, and frame the plan for delivery to the client.
  • Prepare all necessary paperwork for client meetings and be knowledgeable of client situations (special issues, additions, withdrawals, income tax bracket, preferences, etc.).
  • Attend client meetings in a technical and support role.
  • Work with allied professionals on the client’s behalf as necessary to develop and update financial plans as well as fulfill client requests.
  • Buy and sell securities as needed; complete trade corrections quickly and efficiently.
  • Execute client action items and exhibit timely communication with clients.


JOB REQUIREMENTS


Education: Bachelor’s degree. Master’s degree preferred.


Licenses/Certifications: Have met all requirements to be a practicing CFP.


Experience: Minimum of five years of experience in dedicated financial planning position required


Other:

  • Team player, collaborative, able to work with and through others.
  • Highly proficient technical skills with the ability to analyze quantitative and qualitative information.
  • Ability to make effective decisions using impeccable ethical judgment.
  • Excellent verbal and written communication skills.
  • Strong client service skills.
  • Detail-oriented, accurate, organized, able to set priorities.
  • Results driven, with the ability to take initiative.
  • Desire to engage in continuous learning to ensure currency of knowledge and skills.


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