Immediate Job Opening

Position Number 13879
Title Financial Services Admin
Assignment Type Temporary-to-Hire
Hourly Pay Rate $28.85/hr
Region Johnson County
Description

Service Advisor

Our Client is a comprehensive financial planning and 401(k) services firm based in Overland Park, KS. They work with private financial planning clients by coming alongside them to build a financial life plan, where each area of a client’s life can be addressed in a comprehensive manner – wealth management, risk management/insurance, cash flow/budgeting, benefits review, 401(k) plan management, and estate planning are all areas in which they serve its clients.

Position Summary: The Service Advisor must be highly motivated, detail oriented, have a passion for financial planning and client service, be dedicated to growth and open to change, be able to prioritize multiple projects, enjoying working and communicating as a member of the team. The Service Advisor will interface directly with clients in coordination with Financial Planners and Partners of the firm.

Essential Duties and Responsibilities:

• Help advisors construct and design financial plans

• Attend client meetings and prepare follow-up communications

• Obtain appropriate licenses to work with certain clients independently

• Develop and maintain the client presentation materials

• Interface with key vendors to the firm

• Gather, organize, and enter client data into multiple software programs

• Maintain reporting systems related to clients, financial plans, and assets

• Assist with paperwork for opening client accounts and applications for insurance

• Research ad hoc financial topics

• Fulfill and maintain compliance requirements within the organization

• Other duties as assigned

Skills/Key Attributes:

• Strong oral and written communication

• Excellent interpersonal skills, maintaining effective relationships

• Exhibit initiative, integrity, and responsibility

• Ability to maintain positive attitude within dynamic work environment

• Ability to be self-starting and research solutions using expert materials

• Must be proficient in MS Office Software

• Experience with Mac computers preferred

Qualifications:

• Bachelor’s degree or equivalent work experience

• 2-5 years of professional financial planning experience preferred

• CFP® and CKA® designations or planning to obtain

Apply Now: You only need to apply once to be considered for all of our job openings!

If you have already filled out an application within the last year OR have been into our office to interview, please forward your updated resume and minimum salary requirements to jobs@staffingkc.com.

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