Financial Advisor (No Sales - True Advising)
Morgan Hunter
Job ID: 4015012997
Location:
Description:
**Financial Advisor for an amazing local company. Will consider entry-level candidates, as well as tenured Advisors.**
Are you a number-crunching aficionado with a passion for turning financial chaos into organized symphonies? Do you dream of spreadsheets at night and wake up excited about budgeting?
**Do you love helping others achieve their goals as a mentor, coach, or leader? If so, we've got the perfect option for your financial wizardry!**
**Financial Advisor:**
Location: Moneyville, USA, where the streets are paved with gold (just kidding, it's a regular office in the Kansas City Metropolitan area)
**Key Responsibilities:**
1. Spellbinding Spreadsheet Mastery:
* Create and manage financial spreadsheets that make Excel jealous.
* Transform budgetary chaos into sleek, streamlined works of financial art.
2. Budgetary Alchemy:
* Assist clients in concocting budgetary potions that turn financial woes into fiscal victories.
* Wave your wand (or maybe just a pen) to magically balance income and expenses.
3. Money Whispering:
* Develop enchanting relationships with clients, translating financial jargon into plain English.
* Listen carefully and provide sage advice to make their financial dreams come true.
4. \*\*Financial Puzzle Solving:
- Tackle complex financial puzzles with the precision of a Sudoku grandmaster.
- Identify opportunities for financial growth and weave them into clients' personalized plans.
5. Continuous Learning and Enchantment:\*\*
* Stay abreast of financial trends, regulations, and market sorcery to maintain your status as a financial wizard.
* Attend workshops and conferences to level up your financial wizardry skills.
* Take your Certified Financial Planner (CFP) to become a financial Master of the Realm.
**Qualifications:**
* A wizardry Bachelor's degree in finance or a related field (or equivalent real-world spellcasting experience).
* Proficiency in financial software and a knack for translating numbers into captivating tales.
* Excellent communication skills – the ability to make finance sound as thrilling as a dragon-slaying adventure.
**Additional Real-World Qualifications:**
* Candidates must study and take their Certified Financial Planner (CFP) assessment to become a full-fledged planner.
* You must also pass your Life/Health Insurance tests, and the client pays for all training and testing.
* Must have incredible verbal and written communication skills.
* Have a strong attention to detail and organizational skills.
* Possess the ability to easily talk to people from all walks of life.
* You MUST be a self-starter – while you have the support of your team, your boss is not a micromanager.
**Perks:**
* A wand (or pen) of your choice for spellbinding spreadsheet maneuvers.
* Competitive salary – because even wizards need gold.
* A magical health insurance package..
* Access to the company cauldron for brewing your favorite financial potions.
**Note:**
All applicants must reside in the Kansas City Metro, as teleportation to the office is not an option
. This is an in-office role with occasional work-from-home days. NO relocation is provided to the Kansas City area.
**Join our client on your mystical journey to financial greatness! Apply now and let the magic begin! 🌟**
Remote: False
Min Salary: 0
Max Salary: 0
Salary Frequency: yearly
Posted Date: 2024-09-04
URL: https://www.linkedin.com/jobs/view/4015012997
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