Company Description

MOKAN Wealth Management in Overland Park, KS, specializes in providing tax-efficient retirement planning and investment management for pre-retirees. The company follows the 6 MOKAN Wealth Standards, focusing on fiduciary duty, tax planning, fee-only service, comprehensive financial planning, custom-tailored advice, and a boutique approach to wealth management.

Role Description50% - Sales and Lead Advisor to help the firm growConvert warm prospects into clients through our marketing funnel
Utilize marketing CRM to follow up with prospects and set meetings
Prep and run intro calls, build financial plans, update clients on plan execution
Build long term relationships where you are the lead advisor

50% - Support Advisor to serve our best clients + get mentored by senior advisorLearn our custom Meeting Process of providing value to our clients that exceeds what they pay us.
Meet weekly with the lead advisor on meetings you are helping to prep for.
Take notes on key client decisions, updates to client information, account trades, client to-dos, agenda for upcoming meetings.
Capture and assign all post-meeting follow up tasks.
Actively work to increase knowledge of biblical financial principles so clients are helped in a consistent and thoughtful manner.
Learn how to onboard a new client and assist in the preparation of financial plans
Collaborate with the client service team to help provide exceptional client service
Communicate effectively in person, in writing, and verbally with clients, prospects, and the team at MOKAN Wealth.
Learn how to add Investment Alpha, Tax Alpha, and Time Alpha for clients

(We hope all of these describe you)4+ years of experience
CFP® certificate or on the track to get it within the next 12 months
Experience with Right Capital, Holistiplan, and Wealthbox

Bonus Points

Experience with: Google workspace, Apple Products, and Calend.ly

enefits

Hybrid office environment: Friday's are remote work and M/T/W/R are in office in Overland Park
A kitchen stocked with food and drinks.
401(k), health, and long term disability benefits.
Access to dental and vision plans.
PTO (personal time off) starting at 4 weeks plus major holidays.

Mokan Wealth Management

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