MOKAN WEALTH MANAGEMENT · 4 hours ago
Associate Financial Advisor
Overland Park, KS
Full-time
Onsite
Entry, Mid Level
2+ years expMOKAN Wealth Management is a fiduciary financial planning firm focused on helping self-made millionaires with their retirement systems. They are seeking a client-focused Associate Financial Advisor to work alongside Lead Advisors in delivering high-quality financial planning and ongoing service to clients.
Financial Services
Responsibilities
Collaborate with Lead Advisors to prepare and deliver retirement plans using our Five Seed System™
Assist in data gathering, financial modeling, and client meeting preparation
Help clients implement planning recommendations (Roth conversions, asset allocation updates, etc.)
Participate in client meetings and follow-up communication
Build and maintain relationships with existing and new clients
Support client onboarding, document organization, and account setup
Stay current on tax law changes, investment trends, and retirement planning best practices
Qualification
Required
2–5+ years of experience in financial planning or advisory support
CFP® designation (or actively pursuing)
Strong understanding of income planning, tax strategy, and investment principles
Tech-savvy and experienced with financial planning software (RightCapital a plus)
Comfortable with client interaction and relationship-building
Excellent attention to detail, communication skills, and follow-through
A lifelong learner who wants to grow with a collaborative team
Preferred
Experience in a fee-only RIA
Familiarity with high-net-worth retirement issues (Roth conversions, IRMAA, RMD planning)
Passion for client education and long-term planning relationships
Ability to think proactively and see around corners for clients
Company
MOKAN WEALTH MANAGEMENT
At MOKAN Wealth Management, we provide tax-efficient retirement planning and investment management for pre-retirees.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase