Paraplanner

4 weeks ago

overland park, United States MOKAN WEALTH MANAGEMENT Full time

Company Description

MOKAN Wealth Management provides tax-efficient retirement planning and investment management for pre-retirees based in Overland Park, KS. The company follows six MOKAN Wealth Standards including fiduciary duty, tax-focused planning, fee-only services, comprehensive financial advice, custom planning tailored to individual goals, and a boutique approach to wealth management.


Role Description

This is a full-time on-site role for a Paraplanner at MOKAN Wealth Management in Overland Park, KS. The Paraplanner will be responsible for financial planning, analytical tasks, investment research, finance-related duties, and report writing on a day-to-day basis. Lead paraplanner with advancement within the firm available.


Qualifications

  • Financial Planning and Analytical Skills
  • Experience with Investments and Finance
  • Report Writing abilities
  • Attention to detail and strong organizational skills
  • Knowledge of financial industry regulations and compliance
  • Ability to work well in a team and communicate effectively
  • Bachelor's degree in Finance, Economics, or related field
  • Professional certifications such as CFP or CFA are a plus

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