Overland Park Financial Advisory firm seeks a Resident to join their team. This is a well established, growing firm with a dynamic culture and strong opportunity for growth. Ability to thrive in a busy environment with strong attention to detail a must!
The Resident will desire to learn all facets of the Financial Planning/Investment Management industry with the desire to establish himself/herself as a Financial Advisor. The Resident will be supervised and mentored by the firm’s senior advisors. The Resident will be responsible for preparing for client review meetings, attending client meetings, learning internal applications and processes and adapting to the business philosophies of the firm. The ideal candidate will be self-motivated, outgoing and willing to be flexible with tasks asked of him/her.
Strict confidentiality is required. Excellent opportunity for someone interested in the financial sector!
Strong results orientation.
Strong social, interpersonal and communication skills.
Must be organized and able to handle multiple tasks.
Computer proficiency required, Mac preferred, with skills in Microsoft Excel and Word.