MOKAN Wealth Management provides tax-efficient retirement planning and investment management for pre-retirees based in Overland Park, KS. The company follows six MOKAN Wealth Standards including fiduciary duty, tax-focused planning, fee-only services, comprehensive financial advice, custom planning tailored to individual goals, and a boutique approach to wealth management.
Role Description
This is a full-time on-site role for a Paraplanner at MOKAN Wealth Management in Overland Park, KS. The Paraplanner will be responsible for financial planning, analytical tasks, investment research, finance-related duties, and report writing on a day-to-day basis. Lead paraplanner with advancement within the firm available.
Qualifications
Financial Planning and Analytical Skills
Experience with Investments and Finance
Report Writing abilities
Attention to detail and strong organizational skills
Knowledge of financial industry regulations and compliance
Ability to work well in a team and communicate effectively
Bachelor's degree in Finance, Economics, or related field
Professional certifications such as CFP or CFA are a plus