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Associate Financial Advisor
Job in
Kansas City, Jackson County, Missouri, 64101, USA
Listed on 2026-02-10
Listing for:
Independent Educational Consultants Association
Full Time
position Listed on 2026-02-10
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Associate Financial Advisor position available
with an established fee-only financial planning firm
- Prepare for client meetings with appropriate reports, data and research
- Analyze client data using financial planning software (eMoney) and software such as Excel, Holistiplan, and Nitrogen
- Draft and maintain Prosperity Planning Blueprint™ documents – our deliverable used to construct financial planning strategies and recommendations
- Participate in client meetings, taking notes and assisting with presentations
- Respond to client questions and service requests
- Bachelor’s degree (B.S. in Financial Planning, Finance, Business, or Accounting desirable)
- Demonstrated progress toward, or interest in, obtaining CFP® certification
- Superb organizational and follow-through skill
- High level of emotional intelligence and relationship skills
- Ability to anticipate and solve problems
- Model for all Prosperity Planning core values:
- Hard Work
- Positive Mental Attitude
- Integrity
- Team Player
- Obsessive Commitment to the Client Experience
Position Requirements
10+ Years
work experience
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