Financial Consultant - Overland Park, KS
On-siteOverland Park, Kansas, United States
Job Summary
Engage face-to-face with clients in the Investor Center to provide mentorship, personalized planning, and relationship building while expanding the firm's brand reach. Present complex investment solutions to knowledgeable clients, introduce diverse strategies, and bring together additional assets through positive, client-centered discussions. Leverage existing client bases and institutional feeders to nurture long-term success, supported by an open architecture product platform and comprehensive training resources. Requires FINRA Series 7 & 66 licensing or ability to acquire Series 66 upon hire, with a stable base salary and competitive total rewards package.
Required Qualifications
- FINRA Series 7 & 66 licensed
- hold appropriate state registrations
- ability to acquire Series 66 upon hire
- Ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Ability to thoughtfully introduce clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Coachable, collaborative, and curious
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, takes initiative and exceeds customer expectations
- Extensive knowledge of investment solutions
- 100% onsite presence
Desired Qualifications
- Degree or equivalent experience and/or other professional certifications
- CFP or degree
- Certified Financial Planner ® / CFP-®
- Series 07 - FINRA
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