Job Details

Financial Advisor

Company name

Organization Type

In-House

Job Type

Attorney

Date Last Verified

Mar 28, 2021

Valid Through

Jul 11, 2021

Posted on

May 21, 2019

Years of Experience

Min 2 yrs required

Location

Overland Park, KS, United States

Employment Type

Full-time

Industry

Legal
Practice Area
Finance >> Finance - General
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Profile

Financial Advisor
The candidate work on evaluating clients and prospects in terms of their financial needs, current portfolio holdings, available investment capital, and help retirement plan participants identify their investment and savings needs and objectives. Meeting with clients and prospects via phone calls, conference calls, webinars, educational meetings, and face to face meetings for initial and on-going consultations. Completing an overview of the client’s or prospects situation, and then would advise them on financial courses of action and/or solutions that would best meet their financial needs and provide them with the best possible financial and retirement outcomes. An undergraduate degree (e.g., Business, Accounting, Finance, or Economics) is mandatory with graduate level education desirable (MBA, JD, etc.). Must have 2 years experience in the financial services industry (preferred experience in sales of financial products). Must be computer literate (e.g., Microsoft Excel, PowerPoint, etc.). FINRA Series 6 and 63, and state life, accident and health insurance licensing in addition to meeting all regulatory and compliance guidelines is required. Certifications such as CFP is desirable.

Company info

Hiring Coordinator
Resources Investment Advisors
4860 College Blvd.
Suite 100
Overland Park, KS 66211