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Financial Planner

Employer
Triune Financial Partners LLC
Location
Overland Park, Kansas
Salary
$65,000 annual base pay + team based production bonus + participation in new client compensation
Closing date
Aug 5, 2022

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Job Role
Financial Planner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Required
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Job Details

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. 

Company

Integrity isn’t a buzzword. It’s how we work, day in and day out. You talk, we listen and then roll out a plan.What sets us apart from the financial advising and corporate retirement planning pack' Simple. Our heart for you and your passions. We want to work with you and serve you. Your finances are as personal to us as they are to you. We come alongside you, your spouse and your business.Our experienced team of personal and corporate retirement planners fuse technical expertise with relationship excellence. And you get a wise, thoughtful approach to wealth accumulation and management.We are Triune. We are your Partners in Conversation.
Find Us
Telephone
9138256100
Location
7400 College Boulevard
Suite 300
Overland Park
KS
66210
US
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