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.