Immediate Job Opening

Position Number 11250
Title Financial Planner
Assignment Type Temporary-to-Hire
Hourly Pay Rate $17.31/hr
Region Johnson County
Description

SUMMARY

Resident will function as an apprentice to the Partners with the intent to understand the operations of our Financial Advisory firm and to desire to become a Financial Advisor/CFP

ESSENTIAL DUTIES AND RESPONSIBILITIES

Learn the Financial Planning and Investment Management business

Prepare paperwork, contracts and responses for clients

Respond to client inquiries and requests promptly and professionally

Intensive interaction with state of the art technology

Prepare advisors for meetings & presentations in a professional and effective manner

Maintaining up-to-date awareness of company activities, industry trends & government regulations

Develop, update and utilize company procedures

Other duties as assigned

QUALIFICATIONS

To perform this job successfully, an individual must be able to learn and perform each essential duty satisfactorily upon completion of residency. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Ability to communicate effectively both in written format and oral presentation.

Ability to multi-task and establish priorities.

Ability to maintain organization in a changing environment.

Exhibits initiative, responsibility, flexibility and leadership.

Ability to maintain flexible attitude and approach towards assignments.

Must possess working knowledge of regulatory bodies relating to the financial services industry.

Ability to operate telephone, photocopier, fax machine, mail machines and computer workstation.

Must be proficient in MS Office software Word, Excel.

Ability to research issues using expert materials available on the Internet.

EDUCATION and/or EXPERIENCE

4 year college degree.

LANGUAGE SKILLS

Ability to respond to common inquiries or complaints from clients, regulatory agencies or members of the business and general community at large.

Ability to prepare reports, write business correspondence

Ability to develop and update procedures.

Ability to effectively present information and respond to questions from top management, clients, vendors and solicitors.

CERTIFICATES, LICENSES, REGISTRATIONS

Intention to work toward Series 65, Certified Financial Planner and Certified Kingdom Advisor designations.

COMPENSATION

Salary + bonus + a very competitive benefit package

Apply Now: You only need to apply once to be considered for all of our job openings!

If you have already filled out an application within the last year OR have been into our office to interview, please forward your updated resume and minimum salary requirements to jobs@staffingkc.com.

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