Financial Planner Focused, Client‑First Planning
Job in
Lawrence, Douglas County, Kansas, 66045, USA
Listed on 2026-07-15
Listing for:
The Perspective Group
Full Time
position Listed on 2026-07-15
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
The Perspective Group, LLC is seeking a Financial Planner who delivers first-class client service while upholding our core values. This role focuses on creating detailed financial plans across cash flow, insurance, investments, taxes, retirement, and estate planning, and assisting with onboarding new clients.
The ideal candidate holds a Bachelor's degree and CFP certification, with strong skills in computer functions and investment research software.
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