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
- ...WealthBridge Financial Group is seeking a results-oriented Financial... ...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
- ...Mariner is seeking a Tax Manager in Overland Park, Kansas, to lead a team, manage client relationships, and develop tax strategies. The ideal candidate will have over 5 years of relevant experience, a Bachelor’s degree, and preferably a CPA or EA. Responsibilities include...High net worth
$87.4k - $123.4k
Senior Wealth Advisor, Practice Lead We empower clients to reach financial freedom. As a Senior Wealth Advisor, you will lead... ...and recommend the “Personal Strategy” investment approach, adjusting... ...services with direct client contact. Advanced knowledge of wealth‑management...SuggestedRemote job16 hoursTemporary workCasual workLocal areaRelocation packageFlexible hours- ...Senior Wealth Advisor - Partner... ...services to your clients? We are... ...your long-term financial success with... ...act as the "lead advisor " across... ...experts in advanced tax planning,... ...high-net-worth (HNW) and ultra-high... ...transfer strategies using the firm... ...our Website to learn more and...High net worthWork at office
- ...A financial advisory firm is seeking a Financial Advisor Relationship Manager to serve as the main contact for clients. This position involves leading meetings, presenting financial plans, and fostering strong client relationships. Candidates should have a background...Suggested
$79.4k - $112.18k
Lead Associate Private Client (PC) The Lead Associate Private Client (... ...Empower's Personal Strategy and Premier/Brokerage... ...coaching to associates and advisors to strengthen wealth... ...of experience in financial services, including... ...ability to quickly learn internal systems....16 hoursTemporary workCasual workLocal area$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... ...fosters continuous learning and advancement... ..., industry-leading benefits and a...High net worthFull timeWork at officeLocal areaRemote workFlexible hours- ...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
- ...Advanced Manufacturing Market Leader As Advanced Manufacturing... ..., sales campaigns, client relations,... ...development and sales strategy to achieve business goals... ...Skills: Proven ability to lead large, cross-functional... ..., disability coverage, learning & development programs...Contract workTemporary workFor contractorsFlexible hours
$134.46k - $184.89k
Guardian is seeking a Client Management Market Leader (CMML) to lead our Advisory West... ...of client strategies, strengthening broker... ...deliver sustained financial performance and exceptional... ...Identify and advance opportunities to... ...is a GuardianTM. Learn more about Guardian...Full timeWork experience placementWork at officeRemote workHome officeFlexible hours$130k - $150k
...Lenexa, KS, is seeking an experienced Senior Tax Manager to lead advanced tax planning and oversee the quality of tax returns. The role... ...communication skills. Key responsibilities include client strategy meetings, reviewing tax returns, and mentoring junior planners...$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- ...Wealthbridge Financial Group in Leawood, Kansas, is seeking a results... ...Consultant to engage with clients and provide tailored financial... ...this role, you will utilize advanced financial tools to assess client... ...develop wealth management strategies. Ideally, candidates will have...
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized... ...with help from industry-leading training, mentors, and... ...· Desire for continuous learning What we offer: • Award... ...structure • Progressive advancement opportunities • Flexible...Work at officeFlexible hours
- ...Federal Marketing Strategist leads and executes marketing and proposal... ...proposals for Federal clients. Essential Roles and Responsibilities... ...efforts, overseeing pursuit strategy, messaging, schedules,... ...MPJV messaging across regions, advancing efficiencies and best...
- ...A respected financial institution is seeking a Financial Advisor in Overland Park, KS. In this role, you will guide clients in financial decisions, manage a personal book of business, and shape investment strategies. You should possess 3-5 years of relevant experience...
- ...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
- ...role involves delivering integrated HR and financial management solutions to clients. Ideal candidates will have strong consulting... ...you will have opportunities for continuous learning and professional development to advance your skills. Offers include competitive compensation...
$70.35k - $196k
...possible as you partner with clients to unlock hidden value... ...tools, continuous learning and a global community... ..., cloud-based HR and financial management solutions... ...support procedures. Lead workshops for client education... ...SAP, Lawson, etc. An advanced degree in the area of...Work experience placementLive inWork at officeLocal area$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming... ...you can help your clients achieve their goals... ...building, and development strategies you need to be... ...team, or becoming an advanced advisor. Responsibilities... ...industry experts, learn the art of client...For contractorsWork at office- JPMorgan Chase & Co. seeks a Private Client Banker in Shawnee, Kansas. This role involves managing a select group of affluent clients, providing tailored financial advice, and helping to deepen these relationships through a proactive approach. Candidates require at least...
- ...Client Service Manager – Employee Health & Benefits Award-winning... ...meaningful impact every day. Learn more about what makes us different... ...resources of the world’s leading professional services firm,... ...alignment with overall business strategies and objectives. Our future...Work experience placementLocal areaNight shift
- ...Improvement Project Coordinator to oversee the entire lifecycle of project work, from planning to execution. You will ensure projects meet client expectations while managing budgets and timelines. The ideal candidate has at least 2 years of project management experience,...
$119.77k - $140.9k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...stage of your career. Try new things, learn new skills and discover what you excel... ...The Digital Collections Email Strategy Lead is responsible for the design, execution...Temporary workWork experience placementLocal area- ...Private Client Banker You have a passion for taking care of our... ...tailored to suit their financial needs. As a Private Client... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...at: About Us Chase is a leading financial services firm, helping...Immediate startAfternoon shift
- ...Company: Description: Client Manager - Employee Health &... ...meaningful impact every day. Learn more about what makes us different... ...resources of the world's leading professional services firm, Marsh... ..., you will shape marketing strategies for client renewals and...Local areaNight shift
- ...Financial Advisor page is loaded## Financial Advisorlocations: Overland Park... ...’ll be the trusted advisor clients turn to for clarity,... ...business, shape investment strategies, and influence major financial... ...Credentials*** Bachelor’s degree; advanced education or certifications...
- ...insurance Opportunity for advancement Training & development... ...transition into financial services. You’ll be surrounded... ...Role As a Financial Advisor at Northwestern Mutual... ...relationships with clients, understanding their... ...and implement insurance strategies to protect clients'...Work at officeWork from homeVisa sponsorshipFlexible hours
- ...Helping customers and businesses make better financial decisions and enabling communities to grow... ...career with U.S. Bank offers opportunities to learn, grow, and discover what you excel at—from Day One. Job Description Client Relationship Consultants build relationships...Temporary work
- ...Financial Advisor First Command Financial Advisors coach military families in their pursuit of... ...time‑tested financial principles and a client‑first philosophy. We inspire and motivate... ...Bachelor’s degree Proven leadership skills Learn More About First Command First Command...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
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 assistant Shawnee, KS
- financial consultant Shawnee, KS
- financial advisor associate Shawnee, KS
- financial planning associate Shawnee, KS
- jde finance consultant Shawnee, KS
- financial associate Shawnee, KS
- financial planner Shawnee, KS
- financial advisor Shawnee, KS
- associate corporate finance Shawnee, KS
- financial planning administrator Shawnee, KS


