Jobs in Kansas 2026 (Now Hiring) - Smart Auto Apply

Responsibilities:

• Directly supervise a team of financial planners, provide ongoing training opportunities and feedback. 
• Meet with clients to learn about their unique situation; leverage financial planning technology and other tools to develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning. 
• Analyze clients’ financial information, including cash flow, tax returns, insurance policies, investment portfolios, and other financial documents. 
• Collaborate with Wealth Advisors, Client Services, Operations and other appropriate partners to provide exemplary client experience and plan implementation. 
• Prepare and deliver reports, presentations, and planning documents during online and in-person client meetings. 
• Maintain accurate and up-to-date client records across multiple systems, including but not limited to financial planning software, client portal, portfolio management system, and CRM. 
• Ensure compliance with internal policies and regulatory requirements. 
• Support business development efforts, including rapid response to referrals, prospect proposals, and marketing support. 

Qualifications:

• Bachelor’s degree in Financial Planning, Finance, Economics, Business, or related field preferred; advanced degrees are encouraged 
• CFP® certification or other accredited designation required 
• 5+ years of relevant experience in financial planning, wealth management, or related financial services segment in a client-facing role 
• Experience with the distinct needs of high-net worth and ultra-high-net worth families 
• Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain financial concepts clearly 
• Strong ethics and integrity, with a commitment to maintaining client confidentiality and acting in their best interests. 
• Proficiency in Microsoft Office Suite; experience with financial planning software (e.g. eMoney) is strongly preferred 
• Ability to work independently and as part of a team in a dynamic environment; experience training or developing a team
• Preferred Skills: 
• Familiarity with investment management concepts and financial products 
• Knowledge of regulatory requirements, industry best practices, and technology solutions 
• Experience with managing, training, and mentoring individuals in a professional setting 
• Exceptional attention to detail and time management 
• Strong client service orientation, behavioral finance knowledge, and professional demeanor