Financial Advisor at MOKAN WEALTH MANAGEMENT in Overland Park, Kansas

Posted in Other about 2 hours ago.

Type: full-time





Job Description:

Company Description

MOKAN Wealth Management offers tax-efficient retirement planning and investment management services for pre-retirees. As a fiduciary, we are committed to acting in the best interests of our clients and providing transparent and unbiased financial advice. Our fee-only structure ensures that our recommendations are free from commissions and sales incentives, focusing solely on your financial goals and objectives.

Role Description

This is a full-time on-site role for a Financial Advisor located in Overland Park, KS at MOKAN Wealth Management. The Financial Advisor will be responsible for providing comprehensive financial planning, retirement planning, investment management, and financial advisory services to clients on a personalized and customized basis.

What We Need

  • Two (2) years+ of client facing financial services experience.
  • FINRA Series 65 registration, or equivalent licensing.
  • GRIT - we built this company brick by brick on a blue-collar mindset where accountability, ownership, problem-solving, and toughness still matter in this workplace. What we provide:
  • Prospects - you do NOT need to bring, or even build your own book of business to be successful here, just your talent to convert these prospects to clients.
  • Competitive Base Salary (starting at $100,000- $125,000), plus uncapped Production & Bonus incentives.
  • Generous time off policy, Health Insurance, Dental Insurance, 401(k)

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