Paraplanner
MOKAN WEALTH MANAGEMENT - overland park, KS
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Company DescriptionMOKAN Wealth Management provides tax-efficient retirement planning and investment management for pre-retirees based in Overland Park, KS. The company follows six MOKAN Wealth Standards including fiduciary duty, tax-focused planning, fee-only services, comprehensive financial advice, custom planning tailored to individual goals, and a boutique approach to wealth management. Role DescriptionThis is a full-time on-site role for a Paraplanner at MOKAN Wealth Management in Overland Park, KS. The Paraplanner will be responsible for financial planning, analytical tasks, investment research, finance-related duties, and report writing on a day-to-day basis. Lead paraplanner with advancement within the firm available.QualificationsFinancial Planning and Analytical SkillsExperience with Investments and FinanceReport Writing abilitiesAttention to detail and strong organizational skillsKnowledge of financial industry regulations and complianceAbility to work well in a team and communicate effectivelyBachelor's degree in Finance, Economics, or related fieldProfessional certifications such as CFP or CFA are a plus
Created: 2024-10-06