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Financial Planning Associate — Client-Focused
Job in
Leawood, Johnson County, Kansas, 66206, USA
Listed on 2026-01-12
Listing for:
Prime Capital Financial
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Services
Job Description & How to Apply Below
A financial services firm is seeking a Financial Planning Associate in Leawood, KS. This entry-level position supports financial advisors in preparing personalized financial plans, managing client data, and utilizing planning software. Candidates should have a Bachelor's in Finance and a strong interest in financial planning. Certification and licensing are required post-hire. Join a dynamic team dedicated to excellence in client service.
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Position Requirements
10+ Years
work experience
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