Associate Financial Advisor

Buttonwood Financial Group, LLC
Full Time
Kansas City, MO 64108
Posted
Apply This Job
Job description
Overview:
OMNI is honored to be retained by Buttonwood Financial Group, LLC in their search for their next Associate Financial Advisor. Buttonwood Financial Group, LLC is a fiduciary focused Multi-Family Wealth management firm, located in the heart of Kansas City, that specializes in their Family CFO Planning process across a family’s generations for hundreds of families locally and nationwide.

Reporting to the Advisory Department, this position provides financial planning and investment management support to the firm’s Lead and Senior Advisors. Additionally, this role will work with clients and client accounts and work closely with advisors coordinating delegation of non-advisory tasks to the Client Services Team. With supervision from higher-level advisors, this position will work closely with clients and their outside advisors in the various fields of insurance, tax, and estate.
Responsibilities:
  • Prepare and participate in client and prospect meetings with Advisors and follow up action items.
  • Work with advisors and clients to analyze, research, and implement solutions focused on client specific Investment, Tax, Insurance, Estate and other planning and strategies.
  • Serve as a member of the Investment Policy Committee.
  • Prepare, coordinate, track and follow through on communications with Buttonwood clients.
  • Delegate and coordinate non-advisory tasks to Client Service/Operations Team.
  • Provide internal and client support for Buttonwood Financial Group Technology.
  • Facilitate recurring client projects.
Qualifications:
  • Bachelor’s Degree, CFP® certificate preferred or eligible to sit for CFP® exam.
  • 2 - 5 years of experience in the fiduciary financial industry,
  • Working knowledge of Salesforce, Office 365, e-Money and/or Orion preferred.
  • Strong verbal and written communication skills focused around illustrating financial concepts, strategies, and topics.
  • Demonstrate excellence in organizational and time management skills. Must be a self-starter.

We appreciate your suggestions or referrals to professionals who may have an interest in this outstanding opportunity. Please direct all inquiries to:

OMNI Human Resource Management

Anna Robinson, Senior Search Consultant - 913.653.8089|arobinson@omnihrm.com


OMNI and our clients are Equal Opportunity Employers and seek diversity in candidates for employment. EEO Employer W/M/Vet/Disabled/Sexual Orientation/Gender Identity.

jjbodyshop.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, jjbodyshop.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, jjbodyshop.com is the ideal place to find your next job.

Save This Job Apply Job

Intrested in this job?

Related Jobs

All Related Listed jobs

Finish Line Store Associate (Inside Macy's)
Finish Line at Macy's San Antonio, TX 78256

Come work for us at Finish Line inside Macy's at Shops at La Cantera!Interviews and on the spot hiring! Flexible Hours! Customer Service Focused! Employee Discount! Hiring for Part Time
Physician Assistant Or Family Nurse Practitioner
Xpress Urgent Care Tustin, CA 92780

Xpress Urgent Care is a top-rated urgent care in Orange County with 6 locations in Tustin, Huntington Beach, Stanton, Los Alamitos, Cypress, and Costa Mesa. As an urgent care, we pride ourselves on
Server - Hingham
LSF HINGHAM LLC Hingham, MA 02043

About Legal Sea Foods Legal Sea Foods began in 1950 as a fish market in the Inman Square neighborhood of Cambridge, Massachusetts. Its here that the Legal name became synonymous with quality and
Bell-Person - Hotel San Jose
Bunkhouse Group Austin, TX 78704

Job Details Description About our Company: Originally a 1930s ultra-modern motor court, Hotel San Jos was transformed into 40-room urban
Collection Specialist
SuperCare Health Remote

Improving the lives of those with chronic care diseases while providing solutions to our customers." Looking for a new opportunity? At SuperCare Health you have the chance to reach your
Staff Accountant
Critical Process Systems Group Tualatin, OR 97062

This position is with our company Nuance Systems, which is a total solution provider where our expertise applies to the Semiconductor, Solar LED and other disruptive high-tech markets. We excel in
Cook
Chick-fil-A Ina at Thornydale (Tucson, AZ) Tucson, AZ 85741

Please note: We'd love to chat, but do to our heavy demand of serving guests please email cristina@cfaina.com instead of calling, for any questions or follow up in regards your application.

Retail Associate Now Hiring Part time
Marshalls Glen Burnie, MD 21060

All 1,000 of our Marshalls stores embrace discovery, from designer luggage to statement shoes. Our assortment of brands is always changing, but our mission to provide the surprises that make the
Outside Sales Representative
JES Foundation Repair Manassas, VA 20109

Company Description Join one of the fastest growing, game-changing organizations in its industry and create a foundation for personal growth and future success! Look no further. Job
ELC Caregiver
Minneola Charter School Minneola, FL 34715

Available shifts are7:00am-8:00am2:00pm-6:00pmProvides support for a safe, challenging and rewarding experience for Extended Learning Center (ELC) students.SPECIFIC DUTIES AND RESPONSIBILITIES