The Client Services Specialist is responsible for assisting our advisors and their staff with account, paperwork, and processing issues as they arise, as well as provide various other administrative support to our external advisors.

Duties and Responsibilities include, but are not limited to:

• Provide constant communication and support to advisors
• Day-to-day customer service to advisors
• Troubleshoot issues on behalf of the client
• Daily interaction with advisors, vendors and teammates to provide excellent customer service
• Assist and/or resolve account issues/problems with custodial firms

Critical Skills Sought

• Positive attitude
• Adaptability to frequent change
• Willingness to learn, contribute to organizational growth
• Highly organized and communicative
• Prioritizes work and adheres to established turnaround times and deadlines
• Enjoy meeting and engaging new advisors
• Strong phone skills and ability to teach processes
• Applies critical thinking, problem solving skills, and evaluates the level of sensitivity, risk and confidentiality of the work being performed in order to see it through to a resolution
• Displays patience and empathy both verbally and in writing when communicating with advisors
• Effectively communicates with cross functional team members within the department and across the organization both verbally and in writing
• Must be team-oriented, enjoy working with people, and be proactive, flexible, and have the ability to work independently and accurately in a fast-paced environment
• Strong general administrative and telephone skills

Preferred Qualifications / Experience

• 2+ years in an administrative or sales support role
• Experience with TD Ameritrade and Charles Schwab institutional platforms
• Bachelor’s degree preferred
• Series 65 or Series 7 preferred
• Must be able to pass a background check as well as a credit check

Responsibilities

The Tax Preparer/Enrolled Agent is responsible for preparing individual (Federal and State) and estate tax returns for our clients. While not specifically a seasonal position, most of the job responsibilities occur from Feb – April each year. You are also responsible for resolving any and all tax return matters that may arise for clients in the other 9 months, including resolution of IRS and state tax notices.

This position is best suited for a tax professional who wants to work full time (i.e. 40 hours/wk) during tax season and be on call for light consulting during non-tax season. Ideally this will be a multi-year ongoing engagement with KC Financial Advisors.

Duties and Responsibilities:

• Responsible for ensuring accurate and efficient completion of client individual (federal and State) and estate tax returns.
• Review IRS and state notices associated with client tax returns, and determine appropriate action to take for an acceptable resolution.
• Facilitate the building of client relationships by treating all clients with professional courtesy and genuine care.
• Maintain organization of the client’s tax information and ensure confidential safekeeping of such documents.
• Develop expertise with the software package we use for tax preparation. Assist as needed with all other facets of the company’s tax preparation service and process.
• Assure all clients’ tax forms are E-filed and accepted in a timely fashion.

Preferred Knowledge, Skills, and Abilities:

• Ability to work independently as well as part of a team.
• Knowledge of current tax law and an understanding of individual tax matters, including resolution of IRS and state individual tax notices.
• Ideal candidate should have 5+ years of recent experience preparing individual income tax returns (Federal, Kansas, Missouri).
• Demonstrate strong interpersonal and communication skills and be able to interface with clients if/as necessary.
• Possess strong computer, tax software and organizational skills.
• Must be an Enrolled Agent and/or a CPA.
• Must have an active PTIN.

Additional Desirable Qualifications:

• CPA is a plus.
• Tax Preparation experience with a national tax preparation firm.

COVID-19 considerations:

We operate a low density work environment. Our offices are on the 1st floor, so no elevator use is required. You will have your own office and your own computer.

Position Summary

The Financial Planner works in conjunction with CreativeOne Wealth’s registered advisors to determine the financial goals of their clients; providing recommendations on products and services to best fit their needs. After conducting research, the Internal Financial Planner assesses strategies that can best help the advisor meet their client’s goals.  

Duties and Responsibilities include, but are not limited to:

• Analyze clients’ financial statuses (e.g. income, expenses and liabilities)
• Examine and suggest financial opportunities (e.g. insurance plans, investments)
• Develop sound plans and budgets for clients
• Customize financial plans according to clients’ changing needs
• Help clients implement their plans and carry out transactions
• Present and sell suitable financial products and services
• Find and approach prospective clients
• Build strong relationships to retain existing clients
• Maintain updated knowledge of regulations, practices and financial products

Preferred Skills & Qualifications

• Proficient in eMoney or MoneyGuidePro
• Proven experience as financial planner or similar role; experience in sales or customer service is an asset
• Ability to analyze financial information and comply with regulations
• Proficiency in MS Office and CRM systems
• Attention to detail and strong math skills
• Strong ethics, with a customer-oriented attitude
• Outstanding communication skills, with the ability to foster long-term relationships
• Valid professional license (e.g. Series 7 & 65)
• BSc/BA in accounting, finance, business administration or relevant field; professional certification (e.g. CFP) is a plus

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step by step account of how each task is to be performed. Employees may receive other job related instructions and be required to perform other job related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

Position Summary

The Social Media & Content Marketing Strategist works with the multiple sections of the Strategic Marketing and Communications department to analyze, strategize, create, and distribute engaging content for our corporate entities (B2B) and our clients (B2C). This position curates compelling content and creates a cohesive content strategy to help create engagement, drive new leads, and grow our client’s businesses.

We are looking for a person who:

• Is an innovative, strategic thinker and enthusiastic storyteller
• Embraces new technology and follows current and future trends
• Understands how an effective content and lead nurturing strategy creates engaged customers & drives new opportunities

Duties and Responsibilities include, but are not limited to:

• Creating and maintaining content calendars for our corporate brands and for our advisors.
• Collaborate with in-house and external copywriters and designers to create compelling content.
• Oversee and manage content creation including blog posts, social content, emails, whitepapers, videos, infographics and more.
• Social media and email content creation, promotion, optimization, and monitoring.
• Communicating the value of social media, email marketing and content strategy to clients.
• Work with a range of Content Management Systems including WordPress, Duda and Weebly.
• Setup and deploy email marketing and lead nurturing campaigns for clients on various CRM/email marketing platforms including MailChimp, Infusionsoft, and Constant Contact.
• Learning new skills and staying on top of the fast-paced changes and trends in the social media world.
• Reporting on key performance indicators for content and social strategies.

Critical Skills Sought

• Excellent verbal and written communication skills.
• Multi-tasking and organizational skills.
• Ability to lead client strategy sessions, calls, and presentations.
• Detail oriented but can see “big picture.”
• Excellent verbal and written communication skills.

Background/Experience

• 2+ years’ experience in content strategy, social media and email marketing.
• Solid copywriting skills.
• Experience creating novel, engaging content and building a following on social media.
• BA or BS in related field, preferred.
• Experience with:
  • Social Media Management Platforms such as Hootsuite, Sprout Social, Falcon.io, etc.
  • Content Management Systems such as WordPress, Weebly, Wix, Duda, etc.
  • Email Marketing Platforms such as Hubspot, Keap, MailChimp, ActiveCampaign, etc.
• Proficient in Microsoft Office Suite & Google Docs

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step by step account of how each task is to be performed. Employees may receive other job related instructions and be required to perform other job related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

Position Summary

The Risk Management Business Consultant is responsible for creating new sales opportunities from existing advisors, supporting the VP of Risk Management, and recruiting new advisors. This position demands self-motivation and a proactive approach to inside sales.

Duties and Responsibilities include, but not limited to:

• Speak with financial advisors and Investment Advisor Representatives to increase interest in CreativeOne’s carriers/products/tools
• Comprehensive understanding of internal sales protocol such as: annuity new business, new business exceptions, annuity contracting, supply requests, advertising requests, daily phone coverage
• Serve as a key resource to financial advisors regarding insurance carriers and product information
• Compose basic annuity illustrations, on an as needed basis
• Acquire and continually work on cultivating new “leads” for CreativeOne
• Assist CreativeOne sales teammates with incoming phone calls as needed
• Contact, profile and follow up on new leads in the CreativeOne CRM
• Determine which agents are best suited to write contract through CreativeOne and subsequently, enter all profiling information into the CRM

Critical Skills Sought:

• Accountable for individual performance and actions
• Great relationship builder
• Time management and ability to handle multiple tasks in a fast paced environment
• A high level of organizational skills, attention to detail and follow through
• A professional approach and appearance
• Ability to work with a variety of people and personalities
• Enthusiastic and coachable attitude
• Ability to motivate and encourage
• Drive and determination to succeed in a highly competitive industry
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations
• Strong sales skills
• Ability to problem solve and utilize a variety of closing techniques to secure new business
• Ability to work independently and work effectively as a member of the team

Background/Experience:

• Proficient in Microsoft Office Suite
• Ability to obtain Kansas, or Missouri life/health license within six months of employment
• Bachelor’s degree preferred

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step by step account of the way each task is to be performed. Employees may receive other job related instructions and be required to perform other job related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.

Position Summary

The Business Development Consultant is responsible for recruiting independent financial advisors. This position demands self-motivation and a proactive approach to inside sales.

Duties and Responsibilities include, but not limited to:

• Contact, profile and follow up on new leads in the enterprise CRM.
• Speak with independent financial advisors to increase interest in advisory platform.
• Determine which advisors are best suited to transact business through and subsequently, enter all profiling information into the CRM.
• Collaborate with annuity & life insurance counterparts from CreativeOne on business building opportunities.
• Assist sales teammates with incoming phone calls as needed.
• Acquire and continually work on cultivating new “leads”.
• Comprehensive understanding of internal sales protocol such as: new business, new business exceptions, contracting, supply requests, advertising requests, daily phone coverage.

Critical Skills Sought:

• Accountable for individual performance and actions.
• Great relationship builder.
• Time management and ability to handle multiple tasks in a fast-paced environment.
• A high level of organizational skills, attention to detail and follow through.
• A professional approach and appearance.
• Ability to work with a variety of people and personalities.
• Enthusiastic and coachable attitude.
• Ability to motivate and encourage.
• Drive and determination to succeed in a highly competitive industry.
• Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures or governmental regulations.
• Strong sales skills.
• Ability to problem solve and utilize a variety of closing techniques to secure new business.
• Ability to work independently and work effectively as a member of the team.

Preferred Background/Experience:

• Bachelor’s degree in a related field or an equivalent combination of education/work experience.
• 1+ years of financial services/sales experience
• Series 65 license or completion of Series 65 exam within the first 90 days
• Proficient in Microsoft Office Suite

Sales and production requirements are established on an individual basis and reviewed with the Senior Vice President of Business Development monthly.

This description covers the major purpose and major functions of the job. It is not intended to give all details or a step-by-step account of the way each task is to be performed. Employees may receive other job-related instructions and be required to perform other job related duties requested by their supervisor. All requirements are subject to possible modification to provide reasonable accommodation to qualified individuals with disabilities.