Entry-level Financial Planner - Onward to CFP!

Overland Park, KS

Posted: 12/22/2023 Recruiting Division: Sales, Marketing & Operations Job Number: EB-8989556256 Pay Rate: $50,000.00 - $60,000.00 per year

Job Description


Entry-level Financial Planner –No Experience Required!

Are you a college graduate with a knack for numbers and a passion for personal finance? Do you find joy in budgeting and dream of helping others achieve their financial goals? If so, we've got the perfect opportunity for you to kickstart your career in the world of finance without needing any prior experience!

Join our client's fun corporate culture and take your career to heights you never imagined. Our client has a collaborative work culture where everyone supports each other. With key offices across the US, it's your chance to join a rapidly growing organization.

Entry-level Financial Planner

Full-time, with opportunities for learning and growth that will take your career to the next level.

Key Responsibilities:
  1. Financial Exploration:
  • Dive into the world of personal finance and explore the nooks and crannies of budgeting, saving, and investing.
  • Learn the ropes of financial planning from our experienced wizards (uh, experts).
  1. Data Sorcery:
  • Harness the power of spreadsheets and financial software to analyze and organize financial data.
  • Assist in creating personalized financial plans for clients under the guidance of our seasoned financial mentors.
  1. Client Connections:
  • Engage with clients to understand their financial aspirations and assist in crafting simple yet effective financial strategies.
  • Develop your communication skills as you learn to explain financial concepts in plain, understandable language.
  1. Continuous Learning:

Participate in training sessions and workshops to expand your financial knowledge.

Embrace a culture of learning and growth where curiosity is celebrated.

Qualifications:
  • A Bachelor's Degree from an Accredited University
  • Enthusiasm for financial planning and a genuine desire to help others achieve financial success.
  • Strong analytical skills and a keen eye for detail.

Perks:
  • Competitive entry-level salary.
  • Mentorship from seasoned financial experts to guide you through the financial wilderness.
  • Opportunities for professional development and advancement.
  • A collaborative and supportive team environment.

Join our client's team and be part of a company that believes in nurturing talent and turning aspirations into financial achievements. Apply now and let the financial adventure begin!
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