Financial Planner
Aspyre Wealth Partners® - overland park, KS
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Title: Financial PlannerSupervisor Title: Director of Financial Planning JOB SUMMARYThe Financial Planner is responsible for preparation of client financial plans, review of case analysis and modification, and client communications and research.JOB RESPONSIBILITIES Develop financial plans for new and existing clients with alternatives and recommendations, and frame the plan for delivery to the client.Prepare all necessary paperwork 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.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.JOB REQUIREMENTSEducation: Bachelor's degree. Master's degree preferred.LicensesCertifications: Have met all requirements to be a practicing CFP.Experience: Minimum of five years of experience in dedicated financial planning position requiredOther:Team player, collaborative, able to work with and through others.Highly proficient technical skills with the ability to analyze quantitative and qualitative information.Ability to make effective decisions using impeccable ethical judgment.Excellent verbal and written communication skills.Strong client service skills.Detail-oriented, accurate, organized, able to set priorities.Results driven, with the ability to take initiative.Desire to engage in continuous learning to ensure currency of knowledge and skills.
Created: 2024-09-30