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Senior Financial Planner & Team Leader; Hybrid
Job in
Overland Park, Johnson County, Kansas, 66213, USA
Listed on 2026-08-30
Listing for:
Aprio
Full Time
position Listed on 2026-08-30
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Aprio's Wealth Management Team is seeking a Senior Financial Planner to deliver comprehensive planning for high-net-worth clients and mentor a growing team of Financial Planning Specialists. This role blends leadership with hands-on client engagement, leveraging advanced planning tools to craft retirement, estate, insurance, education, and investment strategies.
You will collaborate with Wealth Advisors, Client Services, and Operations to ensure exceptional client experience, maintain up-to-date
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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