Associate Financial Advisor
7 days ago
Company Description
MOKAN Wealth Management provides tax-efficient retirement planning and investment management for pre-retirees, with a focus on fiduciary duty and tax planning. As a fee-only firm, we offer unbiased financial advice tailored to each client's unique financial situation. Our comprehensive and custom approach to wealth management sets us apart from traditional firms, ensuring personalized and holistic financial planning solutions.
Role Description
This is a full-time on-site role for an Associate Financial Advisor at MOKAN Wealth Management in Overland Park, KS. The Associate Financial Advisor will be responsible for financial planning, providing financial advisory services, retirement planning, managing investments, and ensuring clients' financial goals are met.
Qualifications
- Financial Planning and Retirement Planning skills
- Experience in Finance and Investments
- Financial Advisory expertise
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal abilities
- Attention to detail and organizational skills
- Knowledge of tax regulations and implications on financial planning
- Relevant certifications such as CFP or CFA are a plus
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Associate Financial Advisor
7 days ago
Overland Park, United States MOKAN WEALTH MANAGEMENT Full timeCompany Description MOKAN Wealth Management provides tax-efficient retirement planning and investment management for pre-retirees, with a focus on fiduciary duty and tax planning. As a fee-only firm, we offer unbiased financial advice tailored to each client's unique financial situation. Our comprehensive and custom approach to wealth management sets us...
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Overland Park, United States MOKAN WEALTH MANAGEMENT Full timeCompany Description MOKAN Wealth Management provides tax-efficient retirement planning and investment management for pre-retirees, with a focus on fiduciary duty and tax planning. As a fee-only firm, we offer unbiased financial advice tailored to each client's unique financial situation. Our comprehensive and custom approach to wealth management sets us...
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