What are the responsibilities and job description for the Financial Planner position at The KXN?
The KXN is partnering with a leading private wealth management firm serving high-net-worth individuals and families.
We are seeking a skilled Financial Planner to deliver personalized financial strategies and exceptional service. This role focuses on building lasting relationships, guiding clients through complex planning decisions, and driving long-term financial success.
Key Responsibilities:
- Develop and manage comprehensive financial plans tailored to clients' goals and life stages.
- Advise on investment strategy, estate planning, tax optimization, and risk management.
- Maintain and grow client relationships by identifying new planning opportunities.
- Monitor portfolios and adjust plans as client needs or market conditions evolve.
- Collaborate with internal teams and outside experts to provide integrated solutions.
- Stay informed on market trends, regulations, and planning best practices.
- Adhere to regulatory and ethical standards in all planning activities.
Qualifications:
- Bachelor's degree in Finance, Economics, or related field (CFP/CFA preferred).
- Strong background in financial planning or advisory roles.
- Series 7, 65, or 66 licenses required; advanced certifications preferred.
- Deep understanding of financial products, planning strategies, and tax/estate tools.
- Excellent communication and interpersonal skills.
- Proficient in planning software and Microsoft Office.
- High attention to detail and strong organizational skills.
Compensation & Benefits:
- Competitive total compensation package ($120K–$170K), including base salary and performance-based bonus.
- Additional incentives available for advisors bringing an existing book of business.
- Comprehensive benefits including health coverage, retirement plans, and paid time off.
If this sounds like a great fit, we’d love to hear from you! Please apply with an updated resume — we look forward to connecting!
Salary : $120,000 - $170,000
