Certified Financial Planner

Aspyre Wealth Partners
Overland Park, Kansas
Negotiable Based on Experience
Closing date
Feb 16, 2023

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Job Role
Financial Advisor
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
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  • Build and maintain client relationships.
  • Develop financial plans for new and existing clients with alternatives and recommendations, and frame the plan for delivery to the client.
  • Prepare all necessary tools for client meetings and be knowledgeable of client situations (special issues, additions, withdrawals, income tax bracket, preferences, etc.).
  • Attend client meetings in a technical and support role.
  • Present recommended strategies to clients and other wealth management team members.
  • Work with allied professionals on the client’s behalf as necessary to develop and update financial plans as well as fulfill client requests.
  • Buy and sell securities as needed; complete trade corrections quickly and efficiently.
  • Execute client action items and exhibit timely communication with clients.

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