Job Overview: Join our team as a Financial Services Specialist in Olathe, Kansas. We are looking for a dedicated individual to assist clients with their financial needs and provide expert guidance on investment options.

Job Details: As a Financial Services Specialist, you will be responsible for analyzing financial data, creating personalized financial plans, and recommending suitable investment strategies to clients.

Responsibilities:

• Conduct financial consultations with clients to assess their goals and risk tolerance.
• Develop comprehensive financial plans tailored to each client's unique needs.
• Monitor investment portfolios and provide regular updates to clients.
• Stay informed about market trends and recommend adjustments to investment strategies.
• Assist clients with retirement planning, insurance coverage, and tax strategies.

Requirements:

• Bachelor's degree in Finance, Economics, or related field.
• Series 7 and Series 63 licenses required.
• Strong analytical skills and attention to detail.
• Excellent communication and interpersonal abilities.

Benefits:

• Competitive salary and performance-based bonuses.
• Health insurance and retirement savings plans.
• Professional development opportunities and mentorship programs.

Other Details: This role offers a dynamic work environment in the heart of Olathe, Kansas. Join our team and make a difference in the financial well-being of our clients.

We welcome passionate individuals with a drive for excellence to apply for this exciting opportunity and grow with us in Olathe, Kansas.