Financial Advisers

Money Concepts, established in 1979, is an independent broker-dealer offering wealth management services with a focus on empowering advisors. By operating through independently owned franchises with no franchise fee, the company enables advisors to develop their businesses using "Best Practices" tailored to their preferences. Money Concepts emphasizes unbiased financial solutions, as it is privately held and free from the influence of product providers.

Advisors have access to non-proprietary products on a fee and commission basis without being subjected to quotas or hidden fees. Operating as a trusted business partner, Money Concepts is dedicated to supporting advisors in delivering exceptional financial services.

Role Description

This is a full-time hybrid role for a Financial Adviser based in Kansas City, MO, with both in-office and remote work options available. The Financial Adviser will assist clients in achieving their financial goals through personalized financial planning, retirement strategies, and investment management. Daily responsibilities include analyzing financial data, creating tailored financial strategies, advising clients on investment options, and providing guidance on retirement planning.

You will work closely with clients to build meaningful relationships and develop trust, ensuring their financial success and satisfaction.

Qualifications

• Strong expertise in Financial Planning and Finance
• Proficiency in Retirement Planning and Investment solutions
• Knowledge and experience in Financial Advisory services
• Excellent communication and interpersonal skills
• Capability to build and maintain client relationships
• Bachelor's degree in Finance, Economics, or a related field
• Relevant certifications such as CFP (Certified Financial Planner) or similar credentials are preferred
• Proficiency with financial software and tools is an advantage