Skip to content
×

Lead Tax-First Retirement Advisor Couples

Job in Overland Park, Johnson County, Kansas, 66213, USA
Listing for: MOKAN Wealth
Full Time position Listed on 2026-11-13
Job specializations:
Salary/Wage Range or Industry Benchmark: 150000 - 200000 USD Yearly USD 150000.00 200000.00 YEAR

Job Description & How to Apply Below

Position: Lead Tax-First Retirement Advisor for Couples

MOKAN Wealth is seeking an experienced financial advisor to lead client relationships for a tax-first retirement planning practice focused on couples with substantial 401(k) s and IRAs. You will own the client journey from intake to plan execution, using Rothification to create year-by-year strategies.

You will guide Roth conversions, Social Security timing, Medicare/IRMAA planning, and withdrawal sequencing while coordinating with tax and paraplanning teams to keep plans current amid market

Are you ready to take on the Lead Tax-First Retirement Advisor for Couples role at MOKAN Wealth?

As a Lead Tax-First Retirement Advisor for Couples, you will play an important part at MOKAN Wealth in Overland Park, KS, United States.

We invite applications for the Lead Tax-First Retirement Advisor for Couples position located in Overland Park, KS, United States.

The following role is for a Lead Tax-First Retirement Advisor for Couples with MOKAN Wealth.

To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
View / Apply for Jobs
Matching My Jurisdiction

Search for further Jobs Here:

SEARCH JOBS: 10+ Million Listings
(Try combinations for better Results! Or enter less keywords for broader Results)
Education Level
Experience Level (years)
Posted in last:
Salary