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Lead Financial Planner High-Net-Worth Clients
Job in
Overland Park, Johnson County, Kansas, 66213, USA
Listed on 2026-09-03
Listing for:
NextGenEnergyJobs
Full Time
position Listed on 2026-09-03
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Next Gen Energy Jobs is seeking a seasoned financial planning leader to supervise a team of planners and deliver personalized plans for high-net-worth clients. You will meet with clients to understand their goals and use planning technology to craft retirement, estate, and investment strategies.
You will analyze client financials, collaborate with Wealth Advisors and Operations, and ensure accurate records and regulatory compliance while supporting business development.
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