Financial Planner

Join the Triune team!  Triune Financial Partners, LLC is an independent, fee-based Financial Planning and Retirement Plan Consulting firm based in Overland Park, KS. Triune is a fiduciary. Highly relational, we focus on taking excellent care of our clients which range from young professionals getting started to High Net-Worth families and Business Owners. Triune’s teams work together to help clients eliminate financial stress by crafting customized plans to accomplish their financial goals and then implement customized investment strategies to match that plan.

Financial Planners will work closely as part of a team consisting of a Triune Partner and Client Service Associate (CSA).  The team creates, delivers and helps implement a personal comprehensive plan that typically includes:  cash flow & budgeting, goal-setting, wealth management, risk management & insurance, employer benefits review, 401(k) plan management, basic tax, and estate planning.  The goal is to develop our Financial Planners into Lead Advisors or Partners that oversee their own client team.

The Financial Planner (FP) must be well-organized and highly motivated to serve on a team and must put “Others First”.  They must have experience in the financial planning industry including their CFP® designation.  Triune is growing and therefore it is a fast-paced environment where the ability to adapt quickly is seen as a strength. The FP’s role on the team will be both client-facing, as well as task-oriented and there will be opportunities to both manage and participate on firm-related projects.  As experience grows, it is expected that the Planner will gain independence to manage client relationships themselves.  New business development will be financially rewarded.