Financial Advisor

1 week ago

Kansas City, United States Morgan Hunter Companies Full time
Job Description

Financial Advisor

Our partner is seeking a motivated and detail-oriented individual to join their team as a Financial Advisor. In this role, you will provide comprehensive financial guidance and advice to clients, helping them make informed decisions to achieve their financial goals. You will work closely with senior advisors and leadership and gain valuable experience in the field while developing your skills and knowledge in financial planning and investment management.

Will only consider Kansas City based candidates - There is no relocation assistance for this opportunity
Compensation flexible based on experience

Responsibilities:
  • Establish and maintain relationships with clients, understanding their financial objectives, risk tolerance, and time horizons.
  • Analyze clients' financial situations, including income, expenses, assets, and liabilities, to develop personalized financial plans.
  • Conduct market research and analysis to identify suitable investment opportunities based on clients' financial goals and risk preferences.
  • Assist in constructing and managing investment portfolios, regularly reviewing and rebalancing asset allocations as needed.
  • Help clients develop strategies for retirement savings, including advising on retirement accounts, Social Security benefits, and other investment vehicles.
  • Evaluate clients' insurance needs and recommend appropriate coverage options, such as life insurance, disability insurance, and long-term care insurance.
  • Educate clients on financial planning concepts, investment strategies, and risk management principles to enhance their financial literacy.
  • Ensure adherence to industry regulations and company policies, maintaining accurate client records and documentation.
  • Stay updated on industry trends, market conditions, and financial products through continuous learning and professional development activities.
  • Collaborate with senior financial advisors, leadership and cross-functional teams to deliver exceptional service and comprehensive financial solutions to clients.
Qualifications:
  • Bachelor's degree in finance, economics, business, or a related field.
  • Strongly prefer candidates with their Life & Health license, their Series 6, 63, and/or 7 (or ability to obtain within 30-60 days) as well as individuals with their Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)
  • Basic understanding of financial planning concepts, investment strategies, retirement planning, risk management, and insurance products.
  • Excellent verbal and written communication skills to explain complex financial concepts clearly and effectively.
  • Strong analytical and problem-solving skills to assess clients' financial situations and develop appropriate recommendations.
  • Ability to pay meticulous attention to detail when analyzing financial data and preparing reports.
  • Demonstrated commitment to maintaining confidentiality, ethical conduct, and putting clients' interests first.
  • Proficient in using financial planning software, investment analysis tools, and Microsoft Office suite.
  • Ability to collaborate effectively with colleagues and work as part of a team to deliver outstanding client service.
  • Willingness to learn and adapt in a fast-paced, dynamic environment while embracing new technologies and industry changes.

This position offers an excellent opportunity to kickstart a career in financial advising. Our partner provides comprehensive training, mentorship, and opportunities for professional growth. If you are passionate about helping individuals achieve their financial goals and possess a strong desire to learn and develop in the field, we would love to connect with you.

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