Immediate Job Opening

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

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


• Bachelor’s degree or equivalent work experience

• 2-5 years of professional financial planning experience preferred

• CFP® and CKA® designations or planning to obtain

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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

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