Financial Advisor - KS Licensed

Job Summary

A company is looking for a Financial Advisor & Planner - Brokerage/Premier Accounts.

Key Responsibilities

• Provide high-level service to clients, ensuring asset retention and growth through proactive communication and education
• Manage client relationships through phone and email, addressing both proactive and reactive needs
• Coordinate with internal teams to address client-related administrative issues and assist in training new advisors

Required Qualifications

• Bachelor's Degree or higher in business, finance, or a related field
• FINRA Series 7, 63, and 65 registrations required within corporate-established timelines
• FINRA Fingerprinting required
• High-level knowledge of current investment products and industry services
• Proven track record in relationship management and customer satisfaction