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Financial Benefits, Inc
Personal Financial Advisor
Career Insights for Financial Planner / Investment Consultant
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Based on Kansas data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$102,106 / year median in Kansas
+1% projected growth
Job Description
Established financial planning firm looking to add financial planner to our team. Assist clients with financial planning needs. Everything from insurance to investments, budgeting to estate planning. Knowledge of 401k and IRA rules, compliance, and marketing required. Potential succession opportunity. Large orphan book of insurance accounts available. Securities and Insurance licenses required. CFP designation desired. Commission based position, potential small start up salary plus expense allowance.