Kansas Licensed Financial Advisor

Job Summary

A company is looking for a Financial Advisor & Planner - Brokerage/Premier Accounts.

Key Responsibilities

• Provide high-level service to clients, focusing on asset retention and growth through proactive communication and education
• Manage client relationships through proactive and reactive interactions, serving as a liaison between clients and internal departments
• Offer holistic financial planning across various subjects and coordinate with operational teams for client-related administrative issues

Required Qualifications

• Bachelor's Degree or higher in business, finance, or a related field
• FINRA Series 7, 63, and 65 registrations required within corporate-established timelines
• FINRA Fingerprinting required
• High-level knowledge of current investment products and industry services
• Proven track record in relationship management and customer satisfaction