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Wealth Management Strategist

Location : Kansas City, MO
Job Type : Direct
Hours : Full Time
Required Years of Experience : 1-2 years
Required Education : 4 year degree
Travel : No
Relocation : No

Job Description :

TEAM FOCUSED, COMMUNITY DRIVEN RIA


Interested? Click here for more information!


Required Qualifications :

Bachelors’ degree from an accredited university; major in financial planning preferred. CFP® certificant preferred, or eligible to sit for the exam. 1-2 years of industry experience. Strong verbal and written communication skills. Professional, positive, and knowledgeable demeanor. Demonstrated excellence in time management and meeting deadlines.


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