Licensed Financial Advisor (CFP / CFP Candidate) – Health & Life Licensed
MedicareSchool.com, Overland Park, KS, United States
Overview
EnlightnU Wealth is dedicated to helping individuals achieve their financial goals and secure a comfortable retirement. By understanding each client's unique needs and aspirations, we provide personalized advice to improve their present financial situation while preparing for the future.
Our expertise spans both Medicare Insurance planning and full-service wealth management, ensuring a comprehensive approach to financial well-being. Whether building wealth, protecting assets, or planning for retirement, we focus on helping clients create a sound financial foundation.
About EnlightnU Wealth
EnlightnU Wealth is dedicated to helping individuals achieve their financial goals and secure a comfortable retirement. By understanding each client\'s unique needs and aspirations, we provide personalized advice to improve their present financial situation while preparing for the future.
Our expertise spans both Medicare Insurance planning and full-service wealth management, ensuring a comprehensive approach to financial well-being. Whether building wealth, protecting assets, or planning for retirement, we focus on helping clients create a sound financial foundation.
About the Role
This is a full-time, on-site position for a Licensed Financial Advisor/CFP/CFP Candidate with Health/Life licenses, based in Kansas City, MO.
The role entails meeting with clients to assess their financial needs and goals, developing customized financial and retirement plans, offering investment advice, and guiding them through Medicare Insurance planning. The Financial Advisor will also stay abreast of market trends and maintain compliance with regulatory standards while helping clients build wealth, protect assets, and navigate their financial journey.
What You’ll Do
Meet with clients to assess financial goals, risk tolerance, and retirement needs
Develop and present customized financial and retirement plans
Provide investment recommendations and ongoing portfolio guidance
Educate clients on Medicare options and integrate those decisions into their broader financial strategy
Stay current on market trends, financial planning strategies, and regulatory requirements
Build long-term relationships through proactive communication and ongoing support
What We’re Looking For
CFP® designation or actively pursuing CFP certification
Active Health & Life Insurance licenses (required)
Strong foundation in financial planning, retirement strategies, and investments
Ability to clearly communicate complex financial concepts in a simple, trustworthy way
Analytical mindset with the ability to evaluate financial plans and recommendations
Experience in Medicare planning or wealth management is a strong plus
Bachelor’s degree in Finance, Business, or related field preferred
Why Join EnlightnU Wealth
Unique position at the intersection of wealth management and Medicare planning
Education-first approach that builds trust and long-term client relationships
Opportunity to make a meaningful impact in clients’ retirement decisions
Collaborative, mission-driven team environment
#J-18808-Ljbffr
EnlightnU Wealth is dedicated to helping individuals achieve their financial goals and secure a comfortable retirement. By understanding each client's unique needs and aspirations, we provide personalized advice to improve their present financial situation while preparing for the future.
Our expertise spans both Medicare Insurance planning and full-service wealth management, ensuring a comprehensive approach to financial well-being. Whether building wealth, protecting assets, or planning for retirement, we focus on helping clients create a sound financial foundation.
About EnlightnU Wealth
EnlightnU Wealth is dedicated to helping individuals achieve their financial goals and secure a comfortable retirement. By understanding each client\'s unique needs and aspirations, we provide personalized advice to improve their present financial situation while preparing for the future.
Our expertise spans both Medicare Insurance planning and full-service wealth management, ensuring a comprehensive approach to financial well-being. Whether building wealth, protecting assets, or planning for retirement, we focus on helping clients create a sound financial foundation.
About the Role
This is a full-time, on-site position for a Licensed Financial Advisor/CFP/CFP Candidate with Health/Life licenses, based in Kansas City, MO.
The role entails meeting with clients to assess their financial needs and goals, developing customized financial and retirement plans, offering investment advice, and guiding them through Medicare Insurance planning. The Financial Advisor will also stay abreast of market trends and maintain compliance with regulatory standards while helping clients build wealth, protect assets, and navigate their financial journey.
What You’ll Do
Meet with clients to assess financial goals, risk tolerance, and retirement needs
Develop and present customized financial and retirement plans
Provide investment recommendations and ongoing portfolio guidance
Educate clients on Medicare options and integrate those decisions into their broader financial strategy
Stay current on market trends, financial planning strategies, and regulatory requirements
Build long-term relationships through proactive communication and ongoing support
What We’re Looking For
CFP® designation or actively pursuing CFP certification
Active Health & Life Insurance licenses (required)
Strong foundation in financial planning, retirement strategies, and investments
Ability to clearly communicate complex financial concepts in a simple, trustworthy way
Analytical mindset with the ability to evaluate financial plans and recommendations
Experience in Medicare planning or wealth management is a strong plus
Bachelor’s degree in Finance, Business, or related field preferred
Why Join EnlightnU Wealth
Unique position at the intersection of wealth management and Medicare planning
Education-first approach that builds trust and long-term client relationships
Opportunity to make a meaningful impact in clients’ retirement decisions
Collaborative, mission-driven team environment
#J-18808-Ljbffr