CreativeOne · 3 hours ago
Wealth Advisor
Overland Park, KS
Full-time
Onsite
Mid LevelCreativeOne is a nationally recognized leader in financial services, dedicated to empowering independent financial advisors. The Wealth Advisor will manage client relationships, determine financial goals, and provide tailored wealth management services to meet client needs.
AdvertisingFinanceFinancial ServicesInsurance
No H1B
Responsibilities
Build strong relationships with existing clients
Define client personal goals and financial objectives
Analyze clients’ financial position (e.g., income/expenses, assets/liabilities, investments, insurance, cash flow.)
Develop financial plans according to client needs
Explain investment and insurance offerings
Help clients implement their plans
Assist in growing the client base
Some travel required
Qualification
Preferred
Proven experience working with clients as a financial planner or similar role
Ability to analyze financial information and comply with regulations
Investment, Insurance and Retirement Planning knowledge
Strong ethics, with a customer service-oriented attitude
Analytical and Problem-Solving Skills
Team player
Outstanding communication skills, with the ability to foster long-term relationships
Certified Financial Planner (CFP) Designation and clean U-4
Insurance License
Proficiency in MS Office, CRM systems and Financial Planning software
Company
CreativeOne
CreativeOne is a financial marketing organization that provides financial services.
Founded in 1984
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Michael Miller
President and Chief Executive Officer
Will Moneymaker
CFO, COO
Company data provided by crunchbase