Financial Advisor

DescriptionDue to our growth, we need a client-obsessed Certified Financial Planner to meet and manage relationships with current and future clients. Our marketing efforts are derived from our radio show Destination Retirement, which airs every Saturday on WLS and two markets outside Chicago. Our access to institutional tax reduction strategies in the energy space sets us apart from other fiduciary firms. We are quickly working toward being the go-to firm for investors with $1-$20MM of investable assets. The company focuses on understanding clients' concerns, priorities, family, legacy, and values to provide personalized wealth management solutions that align with their goals. Whether it's retirement planning, investments, or legacy focus, Kuhn Capital Partners aims to create a clear path to financial success.Role DescriptionThis is a full-time in-office role. We expect this individual to develop and implement financial plans for current and future clients, implement the firm's asset allocation strategies, and conduct quarterly client reviews. QualificationsFinancial Planning, Retirement Planning, and Financial Advisory skillsFinance and investment expertiseStrong analytical and problem-solving skillsExcellent communication and interpersonal abilitiesClient relationship management experienceAbility to work independently and collaborativelyCertifications such as CFP, CFA, or similar Bachelor's or Master's degree in Finance, Economics, or related field

Created: 2024-11-06