Financial Planner

Employer
Triune Financial Partners
Location
Overland Park, Kansas
Salary
Competitive base salary + team bonus + personal production incentives
Closing date
Oct 2, 2022

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

 

Job Description: 

Financial Planners will work closely as part of a team consisting of a Triune Partner and Client Service Associate.  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. 

 

Position Summary:

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.   

Summed up: the Financial Planner serves on a team to take excellent care of clients until they develop the necessary experience and confidence to manage their own team and client relationships. 

 

Essential Duties and Responsibilities: 

  • Participate in Partner-led client meetings and prepare follow-up communications 
  • Gather, organize, and interpret client data, financial statements and document appropriately 
  • Construct and design financial plans for clients 
  • Develop and maintain client presentation materials 
  • Maintain necessary licenses to work with certain clients independently 
  • Become proficient in using various web interfaces, CRM and planning software  
  • Be able to understand and communicate our investment philosophy in clear and understandable terms that clients can relate to 
  • Work with Triune Portfolio Administrators to on-board clients and open new accounts 
  • Research ad hoc financial topics 
  • Fulfill and maintain compliance requirements within Triune 
  • Other duties as assigned 

 

Skills/Key Attributes: 

  • Excellent verbal and written communication (this is a must!) 
  • Live Triune’s Five Core Values: 
  • Others First:  Be servant hearted putting other’s interest above your own 
  • Courageous:  Be Yourself and always to do the right thing 
  • Tenacious:  Persistent, Competitive, never settle 
  • Coachable:  Team Player, Always willing to learn and improve 
  • Accountable: Do what you say you will, Build and earn Trust 
  • Excellent interpersonal skills, maintaining effective relationships 
  • Be enjoyable to be around 
  • Ability to independently research solutions using expert materials, in compliance with Triune’s processes and procedures 
  • Must be proficient in MS Office Software  
  • Understand and be able to work with Mac computers 

  

Qualifications: 

  • Bachelor’s degree or equivalent work experience 
  • 2-5 years of professional financial planning experience preferred 
  • Series 65 License 
  • CFP® Designation (already obtained, or presently engaged in the process to earn designation)  
  • CKA® Designation a plus (this would be earned within Triune if not previously obtained) 

 

Compensation: 

  • Competitive base salary + team bonus + personal production incentives (AUM and planning fees) 
  • 401(k) – 7.5% company match 
  • Group Healthcare, Dental, Vision 
  • Group Long-Term Disability Insurance  
  • Paid Time Off (Holidays + Vacation) 

 

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