Personal Financial Planner - (Kansas City, MO)

Requisition Number 17-0017 Post Date 2/17/2017 Title Personal Financial Planner City Kansas City State MO Description Job Function: The Personal Financial Planner is a key member of the Country Club Trust Company ( CCTC ) and Tower Wealth Managers ( TWM ) team. The foremost responsibility will be to develop and personally deliver all or part of the personal financial planning process to appropriate clients and prospects of CCTC and TWM, along with the broader Country Club Bank organization as appropriate. Successful applicants would have at least 5 yrs of background working directly with clients, analyzing their needs, making recommendations, and maintaining effective relationships to best help them achieve their financial goals. Join our experienced team of trust and investment professionals. We are looking for talented professionals who want to serve the client s best interests. Essential Duties and Responsibilities: