Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Planning & Protection Advisor

WizeHire, Inc

WizeHire, Inc is looking for a motivated Associate Financial Specialist to join their team in Overland Park, Kansas. This position focuses on providing personalized financial strategies to clients, helping them build and protect their wealth. Ideal candidates should be client-focused and have the ability to develop strong relationships while offering guidance in investments, insurance, and retirement planning. This role offers an exciting opportunity for career growth in a supportive and team-oriented environment. #J-18808-Ljbffr WizeHire, Inc

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Planning & Protection Advisor in Overland Park, KS vacancy
  •  ...You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies, while collaborating with industry experts to deliver actionable plans. #J-18808-Ljbffr Wealthbridge-... 
    Suggested

    Wealthbridge-Financial-Group

    Olathe, KS
    1 day ago
  • Voya Financial Advisors in the United States, Missouri, is looking for a Financial Professional to join their team in retail wealth management. The position is focused on client acquisition and financial planning, particularly in defined contribution and investment strategies... 
    Suggested

    Voya Financial Advisors

    Kansas City, MO
    3 days ago
  • $98k - $162.5k

     ...Underwriter (SCU) partners closely with the Credit Advisor (CA) to develop and expand custom lending relationships with strategic wealth clients. This role supports responsible and...  ...to participate in the annual discretionary plan. Employees are eligible for an annual... 
    Suggested
    Work at office
    Shift work
    Day shift

    NACBA

    Kansas City, MO
    2 days ago
  •  ...of credit experience. Performs all underwriting tasks for custom mortgage loan requests to ultra high net worth clients of Global Wealth and Investment Management (GWIM), which includes Private Wealth Management and Merrill. This position may be responsible for the provision... 
    Suggested
    Shift work
    Day shift

    Mmbba

    Kansas City, MO
    2 days ago
  • $25 - $30 per hour

     ...next generation of young people? Class 101 is a national college planning franchise whose mission is to provide students and families...  ...search, admissions, and financial aid process. As dedicated college advisors, we recommend potential colleges fitting clients’ factors and... 
    Suggested
    Hourly pay
    Full time
    Part time
    Work at office
    Flexible hours
    Night shift

    Class 101

    Overland Park, KS
    2 days ago
  • $25 - $30 per hour

    Class 101 in Overland Park is searching for dedicated College Planners to support students in navigating their college admissions process. The ideal candidate will be self-motivated and work collaboratively with a team to deliver personalized guidance to families. This ...
    Hourly pay
    Flexible hours

    Class 101

    Overland Park, KS
    2 days ago
  •  ...Dormont Manufacturing Co in Missouri is seeking an Associate Wealth Advisor to join their team. The role involves conducting financial assessments, developing tailored financial plans, and collaborating with clients and team members to support their financial goals. The... 

    Dormont Manufacturing Company

    Kansas City, MO
    1 day ago
  • SalesDraft Recruiting is seeking an In-Home Sales Representative to provide tailored financial protection solutions. This role involves meeting clients at home, building relationships, and achieving sales goals. The ideal candidate should be self-motivated, customer-focused... 
    Flexible hours

    SalesDraft Recruiting

    Kansas City, MO
    1 day ago
  • CMC Recruiting is seeking an Associate Wealth Management Advisor in Kansas City to support senior advisors in delivering financial planning and wealth management services. The role involves preparing financial plans, supporting client relationships, and managing operational... 
    Work at office

    CMC Recruiting

    Kansas City, KS
    2 days ago
  •  ...sales. Responsibilities include assisting in creating investment plans and building trusted relationships with clients. The ideal...  ...preferred, along with communication skills. Full-time role with benefits like medical insurance and 401(k). #J-18808-Ljbffr Shepard Wealth Advisors
    Full time

    Shepard Wealth Advisors

    Kansas City, MO
    1 day ago
  • $83.2k - $178.8k

    A financial services institution located in Kansas City is looking for an experienced Wealth Planner. The role involves delivering financial planning services to high-value family clients, managing client interactions, and providing guidance to other planners. The ideal... 

    UMB Bank

    Kansas City, MO
    4 days ago
  • Surplus Lines Property & Casualty Underwriter Job Summary Seeking a highly skilled and experienced Surplus Lines Property & Casualty Underwriter to join a dynamic Underwriting Team. In this role, you will be responsible for servicing a renewal book, producing new business...

    Jonus Group

    Overland Park, KS
    3 days ago
  •  ...thorough risk assessments and document credit analyses to support profitable loan growth. This role involves working closely with Credit Advisors and managing existing credit relationships for ultra-high-net-worth clients. The ideal candidate will possess strong financial... 

    NACBA

    Kansas City, MO
    3 days ago
  • A leading financial institution in Kansas City is seeking an experienced Wealth Planner to deliver tailored financial planning services to high-value family clients. The role requires strong interpersonal skills, a background in financial services, and the ability to manage... 

    UMB Bank

    Kansas City, MO
    3 days ago
  •  ...insurance, home healthcare, long-term care, cancer insurance, hospital indemnity, and dental, vision, and hearing coverage, along with wealth-planning support. If you are passionate about sales, communication, or helping others, this could be the career for you. What You Will... 
    Work at office

    Senior-Benefit-Services

    Overland Park, KS
    1 day ago
  • $120.75k - $189k

    Every step of the UMB Private Wealth Management investment process...  ...Management, Financial Planning, or Brokerage that includes communicating...  ...(attorneys, financial advisors, accountants) to enhance business...  ..., or any other status protected by applicable federal, state,... 
    Local area
    Flexible hours

    UMB Bank

    Kansas City, MO
    1 day ago
  •  ...success. What You'll Be Doing The Wealth Strategist I serves as a resource for Financial Advisors ("FAs") on issues affecting...  ...Strategist provides estate and tax planning knowledge and consultation in...  ...-based compensation, asset protection, multi-generational wealth transfer... 
    Work at office

    Stifel Financial Corp.

    Kansas City, MO
    2 days ago
  • Jobtailor in Missouri is seeking an entry-level Investment & Insurance Advisor to develop client financial plans and manage relationships. You will consult on investment and insurance strategies for clients, grow and retain a branch book, and own the client experience through... 

    Jobtailor

    Kansas City, MO
    3 days ago
  • We are looking for an experienced Underwriter to join our dynamic Personal Lines team in Kloof, KZN. The candidate will be responsible for complete and accurate administration related to all policies and clients. Mission, Values and Service Strategy To Uphold and support...
    Temporary work

    Hereford Group

    Mission, KS
    2 days ago
  •  ...families secure their future. In this role, you will meet with clients to assess their needs and develop customized life insurance plans, building strong relationships through exceptional service. Benefit from our award-winning company culture, tremendous compensation... 
    Remote job
    Full time
    Part time
    Flexible hours

    The Morrow Brown Agency

    Overland Park, KS
    1 day ago
  • $49k - $200k

    Overview American Senior Benefits is one of the nation’s leading retirement planning organizations, helping clients with Medicare, life insurance, annuities, long-term care, and retirement income strategies. Overland Park is home to experienced professionals who value... 
    Work at office
    Local area

    AMERICAN SENIOR BENEFITS LLC

    Overland Park, KS
    1 day ago
  •  ...experienced Medical Underwriter to join our Underwriting Department. The Underwriting Department applies the knowledge of Allied’s products, plan documents, underwriting manuals and computer systems. The Underwriter will work in a team atmosphere utilizing not only their own... 
    Work experience placement
    Work at office

    Allied National Inc

    Overland Park, KS
    4 days ago
  • The Juris Agency is seeking an Insurance Sales Representative to join their team in Overland Park, Kansas. In this role, you will connect with clients, providing them with personalized insurance options while fostering strong relationships. Successful candidates will hold...
    Remote job
    Work from home

    The Juris Agency

    Overland Park, KS
    2 days ago
  • $69.2k - $148.2k

     ...re in the business of helping people achieve amazing things by protecting the things that matter most. And you can help us when you join...  ...management service of an assigned territory through strategic planning and operational excellence. Has the ability to tailor a... 
    Temporary work
    Work at office
    Remote work
    3 days per week

    The Hartford

    Overland Park, KS
    6 days ago
  • Skybound Wealth Management USA seeks an Investment Adviser to build strong client relationships and provide holistic financial planning and investment advice. The role focuses on domestic and cross...  ..., with collaboration across tax advisors and estate planners. The ideal... 

    Skybound Wealth Management

    Kansas City, MO
    3 days ago
  •  ...to develop and maintain product-specific business development plans identifying, segmenting, detailing and evaluating potential broker...  ...or employee on the basis of any ground of discrimination protected by applicable human rights legislation. The information collected... 
    Contract work
    Work experience placement
    Flexible hours

    Amynta Group

    Overland Park, KS
    1 day ago
  •  ...About the job Trip Planning Consultant Position: Trip Planning Consultant Company Overview: True Adventure Travel is a leading travel company that specializes in creating unique and unforgettable travel experiences for our clients. We are a fully remote... 
    Part time
    Remote work
    Flexible hours

    Next Stop Travels

    Kansas City, MO
    4 days ago
  •  ...Corporation is seeking a Consulting Manager in Overland Park, KS to deliver strategic asset management projects focused on asset investment planning for electric utilities. Responsibilities include managing asset investment plan projects, providing subject matter expertise, and... 

    Black & Veatch Corporation

    Overland Park, KS
    2 days ago
  • Alta Risk, LLC is looking for an Assistant Underwriter for their company headquarters in Overland Park, Kansas. The primary responsibility of the Assistant Underwriter is to provide support to the new/renewal underwriters. This includes managing the binding, billing, and...
    Work at office
    Immediate start

    Alta Risk LLC

    Overland Park, KS
    2 days ago
  • $65k

    Overview Steadily is hiring an Assistant Underwriter to join our growing team in the Kansas City metro area. This is an exciting opportunity for someone who wants to start or grow their career in underwriting with one of the fastest-growing insurtech companies in the country...
    Full time
    Work at office
    Monday to Friday

    Steadily

    Overland Park, KS
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Planning & Protection Advisor. Be the first to apply!