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Associate Financial Advisor
Prosperity Planning, Inc.

North Kansas City, Missouri

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Associate Financial Advisor
Prosperity Planning, Inc.
Details

Posted: 07-Feb-26

Location: North Kansas City, Missouri

Type: Full Time

Salary: $55,000 to $70,000

Categories:

Wealth Management

Sector:

Wealth Management

Salary Details:

Salary based on prior experience. Additionally, we offer: Annual bonus based on firm results, Group health insurance with employer provided subsidy, Company paid short-term and long-term disability insurance, 401(k) with match, Unlimited paid time off after two years with generous allotment of PTO years 1-2, Company paid licensing and professional development, and A collaborative team environment and structured mentorship

Preferred Education:

4 Year Degree

Associate Financial Advisor position available with an established fee-only financial planning firm

Responsibilities

  • Prepare for client meetings with appropriate reports, data and research
  • Analyze client data using financial planning software (eMoney) and software such as Excel, Holistiplan, and Nitrogen
  • Draft and maintain Prosperity Planning Blueprint™ documents – our deliverable used to construct financial planning strategies and recommendations
  • Participate in client meetings, taking notes and assisting with presentations
  • Respond to client questions and service requests

Requirements

  • Bachelor’s degree (B.S. in Financial Planning, Finance, Business, or Accounting desirable)
  • Demonstrated progress toward, or interest in, obtaining CFP® certification
  • Superb organizational and follow-through skill
  • High level of emotional intelligence and relationship skills
  • Ability to anticipate and solve problems
  • Model for all Prosperity Planning core values:
    • Hard Work
    • Positive Mental Attitude
    • Integrity
    • Team Player
    • Obsessive Commitment to the Client Experience

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About Prosperity Planning, Inc.
Prosperity Planning is an independent Registered Investment Advisor based in North Kansas City, Missouri. For over twenty-one years, our firm has provided comprehensive financial planning and investment management services to mass-affluent families, business owners, and divorcees. As fee-only fiduciaries, we operate strictly in our clients' best interests. We are compensated solely by our clients for advice and asset management; we never receive third-party commissions for product sales. Despite our growth, we maintain a close-knit, family-like culture where every team member embodies our five core values: Team Player Integrity Obsessive Commitment to the Client Experience Positive Mental Attitude Hard Work
Connections working at Prosperity Planning, Inc.
https://fpajobboard.org/jobs/22031443/associate-financial-advisor