MOKAN Wealth Management provides tax-efficient retirement planning and investment management for pre-retirees, with a focus on fiduciary duty and tax planning. As a fee-only firm, we offer unbiased financial advice tailored to each client's unique financial situation. Our comprehensive and custom approach to wealth management sets us apart from traditional firms, ensuring personalized and holistic financial planning solutions.
Role Description
This is a full-time on-site role for an Associate Financial Advisor at MOKAN Wealth Management in Overland Park, KS. The Associate Financial Advisor will be responsible for financial planning, providing financial advisory services, retirement planning, managing investments, and ensuring clients' financial goals are met.
Qualifications
Financial Planning and Retirement Planning skills
Experience in Finance and Investments
Financial Advisory expertise
Strong analytical and problem-solving skills
Excellent communication and interpersonal abilities
Attention to detail and organizational skills
Knowledge of tax regulations and implications on financial planning
Relevant certifications such as CFP or CFA are a plus