Certified Financial Planner
- Employer
- Aspyre Wealth Partners
- Location
- Overland Park, Kansas
- Salary
- Negotiable Based on Experience
- Closing date
- Feb 16, 2023
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- Job Role
- Financial Advisor
- Employment Type
- Full Time
- Level
- Experienced
- Experience Level
- 1-4 years
- CFP® Certification
- Required
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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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