We are an independent wealth management firm located in the Briarcliff business development, just minutes from downtown Kansas City. Our success for the past twelve years has been driven by our commitment to placing our clients’ interests first; providing innovative, holistic planning and investment management. Our continued growth requires that we add a new associate to our team. This is a salaried, entry-level position with a career path leading to CFP® certification and wealth management responsibilities.
Prepare for client meetings with appropriate reports, data and research
Help design and construct investment plans and financial strategies
Participate at client meetings, taking notes and assisting with presentations
Perform portfolio administration
Respond to client questions and service requests
Competitive salary (not commissions)
Quarterly bonus based on firm results
401(k) with match
Company paid licensing, training and professional development
Paid time off
Mentoring from experienced CFP® professionals
A genuine career path into wealth management
A collaborative team environment
The opportunity to utilize every talent you have!
Bachelor’s degree (B.S. in Finance desirable)
Commitment to obtaining FINRA registration and CFP® designation
Quick learner of new technologies
Warm and professional demeanor
Superb organizational and follow-through skill
Ability to anticipate and solve problems
Commitment to the highest ethical and professional standards
At Prosperity Planning our pledge is simple-- to make your financial life easier by helping you make good decisions with your money. We provide objective advice, professional investment management, and highly personalized service. Whether you are planning for major life changes or just want a second opinion, our advice is based on only one thing - what is best for you. Typically our clients ar...e people who are financially successful with investable assets of $500,000 or more. We serve high-income professionals, small business owners, pre-retirees, and retired clients. We have a special focus on working with individuals through life transitions and financially independent women. Our clients tend to be information seekers and prefer a “partnership” type relationship with a financial advisor. We provide planning assistance in a variety of areas and are here to help you with lifetime income planning, investment planning, health care and insurance planning, estate planning, life transition planning, tax planning, business planning, and cash management.Securities and investment advisory services are offered through Cetera Advisors LLC, member FINRA/SIPC. Prosperity Planning is under separate ownership from Cetera Advisors LLC. Cetera is a leading provider of services to independent financial professionals nationwide.