Senior Financial Planner & Client Partner
Job in
Lee's Summit, Lees Summit, Jackson County, Missouri, 64002, USA
Listed on 2026-03-08
Listing for:
Wealth Enhancement
Full Time
position Listed on 2026-03-08
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Advisor
Job Description & How to Apply Below
Location: Lee's Summit
A wealth management firm is seeking a Financial Advisor in Lee's Summit, MO. The role involves managing client relationships, providing personalized financial plans, and mentoring team members. Ideal candidates will have a degree in business or finance, 5-10 years of experience in wealth management, and relevant certifications. Comprehensive benefits including PTO, 401k matching, and professional development opportunities are offered.
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Position Requirements
10+ Years
work experience
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