Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients
WealthBridge Financial Group
WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Requirements Bachelor's degree in finance, accounting, or a related field Experience in financial consulting or a similar role is preferred Strong analytical and problem-solving skills Excellent communication and interpersonal skills to effectively connect with clients Demonstrated ability to build and maintain client relationships Licenses or certifications in financial planning are a plus Benefits Top-tier health coverage including medical, dental, and vision plans for you and your dependents 401(k) retirement plan with company match to help you build long-term security Life and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities and ongoing training support #J-18808-Ljbffr
- ...Overview WealthBridge Financial Group is seeking a results-oriented... ...position, you will engage with clients to understand their financial... ...with tailored advice and strategies that align with their goals.... ...decisions. You will utilize advanced financial tools and analytics...High net worth
$140k - $193k
...Director Of Private Client Strategy The Director of Private... ...is responsible for leading the strategic direction... ...planning, and holistic financial advisory. The director... ...field required; advanced degree (MBA, JD, or CFP... ...Busey.com/Careers to learn more about Busey's Equal...High net worthTemporary workLocal areaFlexible hours- ...purpose to help make financial lives better... ...delivering for our clients, teammates, communities... ...opportunities to learn, grow, and make an... ...Solutions Advisor Stage I (FSA I), your... ...the opportunity to advance in many roles within... ...confidence, and recommend strategies to help clients...High net worthWork at officeImmediate startMonday to FridayShift workDay shift
$80 - $110 per hour
...Personal Financial Advisor (Private Wealth) $80 - $110/hour... ...Tax-aware strategies Client relationship management... ...micro1 micro1 is the leading AI data lab for training... ...how AI systems learn, reason, and perform... ...the development of advanced AI‑assisted financial...High net worthFor contractorsImmediate startRemote work$150k - $250k
...Wealth Advisor Join Aprio's Wealth... ...you will help clients maximize their... ...Tax Planning, Financial Planning, and... ...integrate financial strategies and... ...environment. ~ Advanced knowledge in Excel... ...continuous learning and advancement... ...compensation, industry-leading benefits and a...High net worthFull timeWork at officeLocal areaRemote workFlexible hours- MOKAN Wealth seeks a Head CPA & Tax Advisor in Overland Park, KS, to lead year-round tax planning and coordinate... ...tax preparation for high-net-worth clients, manage Roth conversions and estimated taxes, and drive multi-year strategies while mentoring staff and...High net worth
- ...Wealth Management is a leading provider of comprehensive... ...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients... ...planning and investment strategies for a client Completing... ...industry or sales experience Learns and adapts to new...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
$230k - $400k
..., we partner with clients to drive enterprise... ...business strategy, operational excellence... ...consulting solutions, leads pursuit and... ...client relationships, advancing opportunities through... .... Meet or exceed financial goals by advancing... ...acting as a trusted advisor, and leading...Full timeContract workWork at officeLocal area$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual... ...where you can help your clients achieve their goals... ..., and development strategies you need to be successful... ...team, or becoming an advanced advisor.... ...from industry experts, learn the art of client acquisition...Work at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual... ...where you can help your clients achieve their goals... ..., and development strategies you need to be successful... ...team, or becoming an advanced advisor.... ...from industry experts, learn the art of client acquisition...Full timeContract workFor contractorsWork at office- ...serve as a scientific lead in early-stage client discussions and study... ...in pricing strategy and negotiation when... ...Competent knowledge of financial metrics, pricing strategies... ...time off to volunteer. Learn more about the... ...growth. At KCAS Bio, we advance both great science AND...Price workContract work
$134.28k - $164.12k
...make better and smarter financial decisions and enabling... .... Try new things, learn new skills and discover... ...Management (PWM) helps clients identify and achieve their... .... The Private Wealth Advisor (PWA) is responsible... ...customized strategies to address their needs...High net worthTemporary workWork experience placementLocal area- Larson Maddox is seeking a Wealth Advisor to join their expansion efforts in the U.S., bringing an existing book of HNW clients and delivering comprehensive financial guidance across planning and investments. You will deepen relationships within a supported, high-quality...High net worthPrivate practice
- A financial services firm in Park City, Kansas, is looking for a Financial Consultant... ...provide tailored financial advice and strategies to clients. You'll engage directly with clients to... ...assess their financial needs and leverage advanced analysis tools. The role requires...
$127.5k - $142.5k
...ecosystems for brands. We partner with over 300 clients in 40+ countries and counting. Our... ...innovative and impactful results. Role: Strategy Lead Location: Remote - Minneapolis, MN The... ...testing frameworks that allow the studio to learn faster,optimizemore efficiently, and...Local areaRemote workFlexible hours- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients and provide tailored financial advice and strategies. The role involves assessing client needs using advanced financial tools, offering investment opportunities, retirement...
- ...Description: Are you a driven financial professional who loves... ...guidance, and helping clients achieve their... ...Matters: As a Financial Advisor, you’ll be the trusted... ..., shape investment strategies, and influence major financial... ...Bachelor's degree; advanced education or...Base plus commission
- ...consulting firm in Overland Park is looking for a Client Advocacy Advisor to manage client relationships and drive tailored benefit strategies. The role requires 3-7 years of experience... ...communication skills. The candidate will lead renewal processes, maintain data integrity,...Remote job
- ...seeking an Assistant Vice President for their Health Solutions team in Kansas City. This hybrid role involves leading consulting efforts and managing client relationships in the healthcare sector. Candidates should have over ten years' experience in group health benefits...
- ...purpose to help make financial lives better... ...delivering for our clients, teammates, communities... ...opportunities to learn, grow, and make an... ...Solutions Advisor Stage I (FSA I), your... ...the opportunity to advance in many roles within... ...confidence, and recommend strategies to help clients...High net worthWork at officeImmediate startMonday to FridayShift workDay shift
- ...Park, KS, US Job Summary Leads profitable growth of the... ...by establishing portfolio strategy, shaping differentiated... ...internal capabilities to meet client needs in data centers, advanced manufacturing, and other... ...quickly based on market learning and business results....Flexible hours
$73.8k - $218.8k
...you partner with clients to unlock hidden value... ...tools, continuous learning and a global... ...cloud-based HR and financial management solutions... ...forecasting and reporting strategies. Develop... ...vendor relationships Lead workshops for... ...help you build and advance your Workday, consultative...Work experience placement$107k - $130k
AON PLC is looking for an Assistant Vice President in Health Solutions to lead client teams and ensure quality service delivery. This role requires over 10 years of experience in the group health and benefits industry, providing a collaborative environment to solve client...- ...seeking a seasoned ERP Analyst IV to lead ERP transformations for Fortune 500 clients. This senior role focuses on... ...experience in ERP systems, automation strategies, and managing executive-level... ...The role offers substantial career advancement opportunities, competitive...Flexible hours
$130k - $215k
...finance or accounting and 5+ years of experience in a professional services firm. Responsibilities include client engagement management, tax strategy advice, and financial transaction modeling. The compensation for this role ranges from $130,000 to $215,000, depending on...- Signal Theory in Kansas City is searching for an Associate Account Director to build and maintain exceptional client relationships while leading a multidisciplinary team. This role demands strategic thinking, a results-focused approach, and effective collaboration across...
- ...Placement Client Manager Transportation Award-winning, inclusive,... ...meaningful impact every day. Learn more about what makes us different... ...resources of the world's leading professional services firm, Marsh... ...will: Engage in new and renewal strategy meetings with appropriate...Work at officeLocal areaNight shift
- ...Client Coordinator - Agribusiness Insurance Our not-so-secret sauce... ...meaningful impact every day. Learn more about what makes us... ...global resources of the world's leading professional services firm, Marsh... ...within this position and advance into roles increasingly integral...Work at officeLocal areaNight shift
$90k - $110k
...more exclusive features. Our client is a boutique financial services firm in Kansas... ...driven and fully licensed Advisor to join their team. This individual... ...seeking new business leads Qualifications: Licensed with... ...Retirement Plan Investment Strategy Kansas City, MO $57,760.00-...Full time- ...Transportation Client Coordinator Award-winning, inclusive, top... ...meaningful impact every day. Learn more about what makes us different... ...resources of the world's leading professional services firm, Marsh... ...knowledge within this position and advance into roles increasingly...Work at officeLocal areaNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients. Be the first to apply!
- financial planning administrator Leawood, KS
- financial advisor development program Leawood, KS
- wealth advisor Leawood, KS
- associate corporate finance Leawood, KS
- financial associate Leawood, KS
- estate planning consultant Leawood, KS
- financial advisor Leawood, KS
- financial advisor associate Leawood, KS
- financial counselor Leawood, KS
- jde finance consultant Leawood, KS

