KansasCityRecruiter Since 2001
the smart solution for Kansas City jobs

Financial Planning Director - Missouri/Kansas

Company: CTI Education Group
Location: Kansas City
Posted on: February 22, 2021

Job Description:

Job Description Job Number: 3162088 Posting Date Primary Location : Americas-United States of America-Missouri-Kansas City Education Level : Bachelor's Degree Job : Wealth Management Employment Type : Full Time Job Level : Vice President Description Morgan Stanley Wealth Management, a global leader,provides access to a wide range of products and services to individuals,businesses and institutions, including brokerage and investment advisoryservices, financial and wealth planning, cash management and lending productsand services, annuities and insurance, retirement and trust services.

The Morgan Stanley Financial Planning Director positionoffers a unique opportunity to work in a local office directly with FinancialAdvisors to provide financial planning advice and analysis to the firm'sclients. This challenging role enables the Financial Planning Director toprovide in-depth insight into the nuances of wealth planning and the innovativeplanning tools and resources that advisors utilize to deliver holistic adviceto clients. As a Financial Planning Director, you will leverage your CFP orCPWA designation, as well as, relevant industry experience and expertise toassist advisors and their clients to clarify their long-term objectives andtake the steps necessary to reach their goals. Becoming a Financial PlanningDirector at Morgan Stanley will allow you to: Help Others Achieve TheirGoals - You can help others achieve their personal and financial goals andmake a difference in their lives. Develop Industry Expertise- In this role, you will continue torefine your skills and remain current with the ever changing financial servicesindustry Build a Personally and FinanciallyRewarding Career - You have the potential to grow your network withinMorgan Stanley and leverage your skills to promote career mobility andadvancement Job Responsibilities Complete proprietary training in wealth planningdisciplines, investment strategies,and productsuitability Demonstrate expertise in cash flow analysis,investment strategy, retirement planning, income protection, asset protection,and tax strategies Collaborate effectively with local managementteam to prioritize financial planning engagements Assist Financial Advisors with helping theirclients articulate their financial goals within the context of their investmentstrategy Facilitate business growth by driving clientloyalty Work closely with other solutions specialists toincorporate sophisticated solutions into the client's financial picture Drive goals based wealth management strategywith Financial Advisors and their clients Deliver exemplary service and financial guidanceto clients, including recommendation of suitable investments and proposedfinancial strategies Remain current with all CFP and/or CPWA continuingeducation requirements Comply with all regulatory requirements,including licensing and registrations. Qualifications Job Requirements Successful candidates will be able to incorporate superior time management skills, financial planning acumen, and strong communication skills to support the firm's clients in addressing a spectrum of financial and investment needs: Holder of a bachelor's degree and 5+ years professional experience in business development, management, sales, legal, accounting, education, military, finance or other business-related field Current holder of the CFP and/or CPWA designations Series 7, 66 licenses required Exemplary in communication, presentation, time-management and organizational skills Proficient at listening to client needs, and then be capable of skillful construction of tailored financial solutions. Authorization to work in the U.S. without durational restrictions Successful completion of background check and pre-employment assessments Knowledge of Money Guide Pro preferred but not required Hiring Process Our hiring procedure is a multistep process that can take four to six weeks to complete. Successful candidates can expect multiple interviews and assessments. All offers of employment are contingent on a background check.

Keywords: CTI Education Group, Kansas City , Financial Planning Director - Missouri/Kansas, Accounting, Auditing , Kansas City, Kansas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Staff Accountant
Description: The ideal candidate will be responsible for the timely and accurate preparation of financial accounting data in a variety of areas. This candidate must bring
Company: Chief of Staff KC
Location: Kansas City
Posted on: 03/3/2021

Senior Billing Specialist
Description: Parker Lynch is actively working on a direct hire Senior Billing Specialist opportunity with a large law firm headquartered in Kansas City, MO. br br The Senior Billing Specialist job
Company: Parker and Lynch
Location: Kansas City
Posted on: 03/3/2021

Remote Tax Senior
Description: Remote Tax Senior br br Compensation: Varies, 65,000 - 75,000 depending on experience, plus benefits br br Location: Remote br br Beech Valley connects Top Tier CPAs to highly sought-after (more...)
Company: Beech Valley Solutions
Location: Kansas City
Posted on: 03/3/2021


Remote Tax Senior (Contract)
Description: Remote Tax Senior br br Compensation: 45 - 55 / hour br br Location: Remote br br Duration: 2-3 months this role would be during the Spring 2021 tax busy season. Preferably that would include (more...)
Company: Beech Valley Solutions
Location: Kansas City
Posted on: 03/3/2021

**Tax Technologist
Description: What You'll Do... br br At H R Block we are modernizing our software architecture which is generating a need for more talent. We are looking for problem-solving difference-makers to help us with new (more...)
Company: H&R Block
Location: Kansas City
Posted on: 03/3/2021

Collections Specialist
Description: Is working for a growing and successful company important to you If you have a positive attitude, a strong work ethic and determination to succeed then we may have a spot on our team for you br Our (more...)
Company: Cogent
Location: Kansas City
Posted on: 03/3/2021

Senior Director - FInancial Planning & Analysis
Description: The speed of technology. The influx of data. Shifting regulations. Increased customer expectations.That's where you'll find SS C, helping clients find opportunity in ever-changing and complex customer, (more...)
Company: DST Systems, Inc.
Location: Kansas City
Posted on: 03/3/2021

Staff Accountant
Description: Ref ID: 02380-0011718364Classification: Staff AccountantCompensation: 60000.00 to 70000.00 yearlyThere is an opportunity for a full-time Staff Accountant with a terrific Manufacturing company. If you (more...)
Company: Robert Half
Location: Kansas City
Posted on: 03/3/2021

Financial Advisor
Description: We Are Currently In The Market For The Following br br Core Group Resources is America's leading financial services recruitment company. Core Group Resources expertise is unmatched in the financial (more...)
Company: Core Group Resources
Location: Kansas City
Posted on: 03/3/2021

Remote Tax Manager (Contract)
Description: Remote Tax Manager br br Compensation: br br Senior Manager: 65 / hour and up br br Manager: 50 - 60 / hour br br Location: Remote br br Duration: 2-3 months this role would be (more...)
Company: Beech Valley Solutions
Location: Kansas City
Posted on: 03/3/2021

Log In or Create An Account

Get the latest Kansas jobs by following @recnetKS on Twitter!

Kansas City RSS job feeds