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11 Feb 2020

Full-Time Associate Financial Adviser

Life Planning Solutions – Posted by sflick Great Bend, Kansas, United States

Job Description

Job Description: Assist Clients who require financial services to meet their needs and goals. Assist the Senior CFP(R) in retaining and deepening client relationships and prospect for new business. Build trust with clients through professional and ethical competency. Acquire and maintain working knowledge of insurance products and investments. Keep in touch with clients in person, by mail and social media. Function effectively as part of a team. Create referral opportunities and be able to build a life long career. Prefer at least 2 years of college or prior experience in Financial Services or Insurance Industry.

Skills & Abilities: Have a strong passion for growing a long term career and a drive to help our clients. Must have excellent verbal & written communication skills, leadership abilities, self starter, energetic, and high attention to detail . Strong computer skills with the ability to multitask. A genuine concern for the welfare of others. An entrepreneurial work ethic and strong desire to achieve your own financial success. Must be able to obtain the appropriate license for KS Life & Accident Insurance and Series 6, 63 or 65 for Investments.

Salary based on prior job experience.

How to Apply

Please email your resume to Shirley Flick at

Job Categories: Public Relations. Job Types: Full-Time. Job Tags: education, financial, and Sales.

Job expires in 47 days.

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