Wealth Planner

Cetera • Kansas City, KS

3h • $72,000 - $102,000 • Hybrid

About The Position

We are seeking a Financial Planner who will serve an assigned high-net-worth client base. The Financial Planner will also develop ongoing working relationships with the client’s Financial Planning Consultant, and the client’s CPA on behalf of the client. This position will review each client’s financial situation, make appropriate observations and recommendations, and take ownership of the planning process on behalf of the client. The Financial Planner will be accountable for developing and maintaining a comprehensive knowledge of the client’s financial situation, identifying planning opportunities, and following through on implementation. May also work on behalf of prospects and assist in relationship development with new or prospective clients.

Requirements

• Bachelor’s degree (B.A.) or equivalent from a four-year college or university, and/or two to four years of related experience and/or training required.
• 4 years of related experience and/or training are required.
• Strong computer skills with MS Word, Excel, CRM Database, PowerPoint, Email and Internet usage.
• CFP is required.

Nice To Haves

• CPA, CFA, or ChFC.

Responsibilities

• Serve as the lead planner/project manager for an assigned client/prospect base.
• Coordinate with and take direction from the clients regarding planning needs, relationship development needs, and deliverable/solution development for clients and client meetings.
• Organize and lead the deliverable/solution creation as agreed upon with the financial advisor; this will include working with other areas as appropriate.
• Enter client data into financial planning software.
• Analyze the data for planning opportunities and recommendations.
• Develop and/or review and approve deliverables for client meetings, including (but not limited to): Balance Sheet / Net Worth Statement, Cash Flow Analysis (including social security recommendations), Income Tax Analysis.
• Other job duties as assigned.

Benefits

• Inclusive health, dental, vision, and life insurance plans built to support diverse lifestyles, offer preventative care, and protect against hardship.
• Easy access to mental health benefits to meet our team members and their families where they are.
• 20+ days of paid time off (PTO), paid holidays, and 2 paid wellness days to give our employees the time they need to stay close with their loved ones, recharge, and give back to their communities.
• 401(k) savings plan with a generous company contribution (up to 5%), and access to a financial professional to offer our employees the opportunity to plan-ahead for a strong financial future well beyond their working years.
• Paid parental leave to support all team members with birth, adoption, and fostering.
• Health Savings and Flexible Spending Account options to help you save money on healthcare, daycare, commuting, and more.
• Employee Assistance Program (EAP), LifeLock, Pet Insurance and more.
• Paid caregiver leave to provide time away from work when caring for an ill or recovering family member.
• Additional benefits such as an Employee Assistance Program (EAP), identity theft protection (LifeLock), pet insurance, and other voluntary benefits to provide extra peace of mind

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level