Financial Advisor
Prevail Strategies, Leawood, KS, United States
Prevail Innovative Wealth Strategies is dedicated to redefining wealth management by focusing on strategies that empower clients to create, protect, and preserve wealth. Serving high-net-worth individuals, families, and business owners, Prevail emphasizes a holistic approach through five core business pillars: Strategic Wealth Management, Private Real Estate & Private Capital, Strategic Tax Planning, Estate & Legacy Planning, and Corporate & Executive Strategies. Acting as a Financial Board of Directors, the team provides coordinated investment, tax, legal, and risk management strategies to align with long-term financial objectives. Prevail’s mission is to deliver tailored solutions designed to achieve financial freedom, reduce tax burdens, and preserve wealth for generations. The company is committed to empowering clients to live confidently today while safeguarding their legacy for the future.
Role Description
This is a full-time on-site role for a Financial Advisor located in Leawood, KS. The Financial Advisor will collaborate with clients to develop and implement customized financial plans tailored to their unique goals. Primary responsibilities include conducting financial assessments, providing investment advice, assisting with retirement planning, and helping clients develop strategies for wealth preservation and growth. The advisor will work closely with a team of professionals to deliver comprehensive financial and legacy planning services, ensuring holistic and efficient solutions for clients.
Qualifications
Proficiency in Financial Planning, Retirement Planning, and Financial Advisory
Strong understanding of Finance and Investments
Exceptional communication and relationship-building skills
Detail-oriented with the ability to analyze complex financial situations and provide clear solutions
Bachelor’s degree in Finance, Business, Economics, or a related field is preferred
Relevant certifications such as CFP (Certified Financial Planner) or ChFC (Chartered Financial Consultant) are highly desirable
Proven experience in helping clients achieve personalized financial objectives
Proficiency with financial planning and investment software tools
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Role Description
This is a full-time on-site role for a Financial Advisor located in Leawood, KS. The Financial Advisor will collaborate with clients to develop and implement customized financial plans tailored to their unique goals. Primary responsibilities include conducting financial assessments, providing investment advice, assisting with retirement planning, and helping clients develop strategies for wealth preservation and growth. The advisor will work closely with a team of professionals to deliver comprehensive financial and legacy planning services, ensuring holistic and efficient solutions for clients.
Qualifications
Proficiency in Financial Planning, Retirement Planning, and Financial Advisory
Strong understanding of Finance and Investments
Exceptional communication and relationship-building skills
Detail-oriented with the ability to analyze complex financial situations and provide clear solutions
Bachelor’s degree in Finance, Business, Economics, or a related field is preferred
Relevant certifications such as CFP (Certified Financial Planner) or ChFC (Chartered Financial Consultant) are highly desirable
Proven experience in helping clients achieve personalized financial objectives
Proficiency with financial planning and investment software tools
#J-18808-Ljbffr