Company Description
MOKAN Wealth Management provides tax-efficient retirement planning and investment management for pre-retirees based in Overland Park, KS. The company follows six MOKAN Wealth Standards including fiduciary duty, tax-focused planning, fee-only services, comprehensive financial advice, custom planning tailored to individual goals, and a boutique approach to wealth management.
Role Description
This is a full-time on-site role for a Paraplanner at MOKAN Wealth Management in Overland Park, KS. The Paraplanner will be responsible for financial planning, analytical tasks, investment research, finance-related duties, and report writing on a day-to-day basis. Lead paraplanner with advancement within the firm available.
Qualifications
- Financial Planning and Analytical Skills
- Experience with Investments and Finance
- Report Writing abilities
- Attention to detail and strong organizational skills
- Knowledge of financial industry regulations and compliance
- Ability to work well in a team and communicate effectively
- Bachelor's degree in Finance, Economics, or related field
- Professional certifications such as CFP or CFA are a plus