Careers

Each day, we develop strategies to help our clients build wealth, plan for retirement, and achieve the future they imagine.

We look for team members who value long-term client relationships, act with integrity, and understand that every client is unique. 

Is there an opportunity in our Overland Park office that complements your background and expertise? Send us your resume.

401(k) Education Specialist

Job Summary

We are searching for a 401(k) Education Specialist on our Qualified Plans team who displays an active interest and commitment to clients and to providing excellent service. This position will allow you the opportunity for tremendous professional growth working alongside the Director of Qualified Plan Services. 

Responsibilities

  • Be the first point of contact for potential and current participants via phone on all aspects of their retirement plan(s), including answering questions regarding the plan's features, benefits, and the enrollment process
  • Research, follow up, and resolve participant inquiries and issues through effective interaction with clients, plan participants, VP Operations, and advisors in a timely and professional manner
  • Schedule and prepare materials, including topical retirement plan educational seminars, to support qualified plan practice educational meetings and campaigns
  • Occasionally accompany advisor(s) either in person or via webinar to assist with educational meetings
  • Track and maintain results of on-site meetings, including attendance, investment allocation changes, and participation changes; prepare and provide monthly report results to VP Operations for plan reviews
  • Update CRM systems to include participant contact information, notes on conversion, follow-up 
  • Identify resource materials for new and current participant educational and enrollment meetings
  • Make suggestions to systematize and improve practice functioning
  • Continue education in retirement plan field by utilizing industry, broker/dealer, and business resources
  • Additional qualified plan operation assistance as necessary

Requirements

  • BS/BA with at least three years of financial services experience; strong understanding of investment products
  • Strong understanding of retirement plan rules, design, and compliance requirements
  • Ability to communicate complex financial concepts in a manner individuals can understand
  • Willingness and ability to travel (may include some overnights)
  • Proficiency in Microsoft Office products
  • Previous experience providing assistance to plan participants or financial advisory clients

Skills and Abilities

  • Bi-lingual (English/Spanish) preferred
  • Current, active, and clean FINRA securities registrations (Series 65 or equivalent)
  • Ability to grow into an advisory role or qualified plan operations role

The Perks

  • Full-time, 40-hour position with flexibility in schedule
  • Salary, PTO and Holiday Pay
  • Business attire Monday–Thursday, casual Friday
  • Company-wide celebrations

Legal and Financial Support Specialist

Job Summary

This position is designed to enhance the effectiveness of the advisory practice for Jim Stanziola, ChFC, J.D., AIF®, Partner, in the areas of estate and business succession planning. Financial advising is conducted under Infinitas, and legal advising is conducted under Stanziola Estate Law. The position could be part-time or full-time depending on the candidate.

Responsibilities

  • Generate legal documents for clients in the estate and business planning areas
  • Input data for generating financial planning reports
  • Become proficient in financial planning software
  • Assist in client services to support the legal and financial activities
  • Maintain client filing system
  • Proofread legal and financial documents

Skills and Abilities

  • Excellent verbal and written communication skills
  • Demonstrated ability to handle multiple projects simultaneously
  • Exceptional attention to detail
  • Ability to work independently to complete tasks
  • Strong administrative and computer skills, experience with financial software preferred
  • Certification in providing paralegal support also preferred

The Perks

  • Flexible schedule
  • Professional environment
  • Salary and benefits negotiable
  • Opportunities for growth