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Hawthorn Bank · 3 months ago

WEALTH STRATEGIST - CERTIFIED FINANCIAL PLANNER

Kansas City, MO, USA

Full-time

Onsite

Senior Level

7+ years exp

Hawthorn Bank is a financial institution focused on guiding clients toward achieving their financial goals. The Wealth Strategist role is responsible for developing comprehensive financial plans and advising clients on investment strategies, while also building and managing client relationships to drive business growth.

BankingCommunitiesFinancial Services

Responsibilities

Conduct detailed financial assessments for clients; develop comprehensive financial plans; advise clients on investment strategies which meet their financial plan; assist with retirement planning

Provide tax planning advice for high net-worth clients and coordinate with tax professionals

Assist with estate plan flow charts

Monitor clients' financial progress; adjust financial plans based on clients' changing needs; educate clients on financial topics

Collaborate with other financial professionals; collaborate with other bank departments

Ensure compliance with financial regulations

Maintain up-to-date knowledge of financial products and laws

Build and manage client relationships through personalized engagement and exceptional service; identify and develop relationships with new potential clients

Advise clients on the most efficient ways to fund philanthropic passions

Manage multiple clients and projects

Comply with all banking regulations, policies and procedures

Qualification

Certified Financial PlannerFinancial planning experienceInvestment strategiesTax planningFinancial analysisAnalytical skillsPC proficiencyFinancial planning softwareCommunication skillsProblem-solving skillsAttention to detailTime managementTeam collaboration

Required

Possess a four-year college degree from an accredited university or institution with a major area of study in finance, business, or comparable discipline

Possess a minimum of seven years of professional work experience in financial planning or advising

Must have a proven track record of successful financial planning

Certified Financial Planner (CFP) designation required

Ability to read, analyze, and interpret the most complex documents

Ability to respond effectively to the most sensitive inquiries or complaints

Ability to make effective and persuasive speeches and presentations to top management and/or public groups

Excellent written and verbal communication skills

Ability to comprehend and apply principles of advanced statistical theory

Strong analytical skills

Proficiency in financial planning and analysis

Attention to detail, time management and organization skills required

Ability to apply principles of logical or scientific thinking to a wide range of intellectual and practical problems