Senior Financial Advisor - KS Licensed

Job Summary

A company is looking for a Senior Financial Advisor & Planner.

Key Responsibilities

• Provide high-level service to Personal Wealth clients through proactive communication and education
• Manage client relationships and act as a liaison between clients and internal departments
• Deliver holistic financial planning and coordinate with operational teams for client-related issues

Required Qualifications

• FINRA Series 7, 63, and 65 registrations required
• Bachelor's Degree or higher in business, finance, or a related field
• High-level knowledge of current investment products and industry services
• Proven track record in relationship management and customer satisfaction
• Exceptional operational and organizational skills