3 Financial Planner Jobs in Overland Park, KS
Ascendion is Hiring a Financial Planner Near Overland Park, KS
We are seeking a motivated and customer-focused Financial Planner to join our client's team in Overland Park, KS. This role is perfect for you if you are passionate about helping others, have experience in customer service, and possess a solid understanding of retirement services and products.
You are a perfect fit if you have:
- Experience with assisting clients in understanding and selecting appropriate retirement services and products.
- Experience with providing exceptional customer service by addressing client inquiries and resolving issues promptly.
- Experience in customer service, preferably within the financial services industry.
- Good knowledge of retirement services and products.
- CFP certification and Series 65 (Huge plus)
They offer a Competitive Salary, benefits package, and professional development and advancement opportunities.
If you are interested then please apply or reach out to me directly with your updated resume at sonalika.sharma@ascendion.com
Job Summary
Full Time
$125k-145k (estimate)
07/27/2024
09/19/2024
If you are interested in becoming a Financial Planner, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Financial Planner for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Financial Planner job description and responsibilities
Financial planners primarily assist with financial and lifestyle planning.
03/29/2022: Frankfort, KY
Budgeting and cash flow analysis.
02/21/2022: Pine Bluff, AR
These companies or consultants can offer advice, or may be registered to sell financial products.
02/18/2022: Montgomery, AL
Preparing and consolidating financial forecasts and models as required.
03/08/2022: Los Angeles, CA
Collect all documents required to create a complete financial plan.
02/03/2022: Jacksonville, FL
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Financial Planner jobs
To obtain each of these licensures, the financial planner must complete a different set of education, examination, and work history requirements.
01/24/2022: Waco, TX
Financial planners are a specific subset of financial advisors who focus on meeting longer term financial goals.
02/15/2022: Milwaukee, WI
The subcategory of financial planning tends to track closely with the trend for financial advising as a whole.
02/28/2022: Pittsfield, MA
They’re familiar with all kinds of financial transactions and products to make sure they present the most profitable solutions to their clients.
03/08/2022: Lexington, KY
Gives a solid foundation for understanding types of financial circumstances and options.
03/27/2022: Bellingham, WA
Step 3: View the best colleges and universities for Financial Planner.
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