Financial Advisor

Sell investment products to individual investors while supporting the Kansas City market. Manage a recurring client book, partner internally to generate new opportunities, and proactively contact customers about planning, investment, and insurance services. Use digital tools including MoneyGuidePro, eSignature, and SalesForce to enhance the client experience. Bring brokerage industry knowledge, strong relationship-building skills, and clear written/verbal communication to help clients achieve financial goals.