We are seeking a motivated and customer-focused Financial Planner to join our client's team in Overland Park, KS. This role is perfect for you if you are passionate about helping others, have experience in customer service, and possess a solid understanding of retirement services and products.
You are a perfect fit if you have:
- Experience with assisting clients in understanding and selecting appropriate retirement services and products.
- Provided exceptional customer service by addressing client inquiries and resolving issues promptly.
- Experience in customer service within the financial services industry.
- Good knowledge of retirement services and products.
- CFP certification and Series 65 (Huge plus)
They offer a Competitive Salary, benefits package, and professional development and advancement opportunities.
If you are interested then please apply or reach out to me directly with your updated resume at sonalika.sharma@ascendion.com
