Financial Planner

WealthBridge Financial Group

Description

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

Apply

Vacancy posted 3 days ago

Similar jobs that could be interesting for youBased on the Financial Planner in Leawood, KS vacancy

Financial Planner
...Description 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...
Suggested
WealthBridge Financial Group
Overland Park, KS
3 days ago
Senior Financial Planner
$125k - $150k
...Senior Financial Planner Join Aprio's Wealth Management team, and you will help clients maximize their opportunities. Aprio Advisory Group, LLC is a progressive, fast-growing firm looking for a Senior Financial Planner to join their dynamic team. The Senior Financial...
Suggested
Full time
Work at office
Local area
Remote work
Flexible hours
Aprio
Overland Park, KS
4 days ago
Relationship Banker - Immediate Need
$22 - $24 per hour
...Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking...
Suggested
Temporary work
Work at office
Local area
Immediate start
Flexible hours
Shift work
Busey Bank
Overland Park, KS
7 hours ago
Relationship Banker II | Leawood KS
$22.5 - $26 per hour
...the banking industry, combining the responsibilities of a teller and a personal banker, with an emphasis on providing comprehensive financial services to customers. This role requires deeper knowledge and expertise in banking products, customer service, and operational...
Suggested
Temporary work
Work at office
Local area
Immediate start
Flexible hours
Busey
Leawood, KS
3 days ago
Personal Banker II
$41.06k - $59.76k
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities...
Suggested
Local area
Flexible hours
Afternoon shift
UMB Financial Corporation
Overland Park, KS
2 days ago
Personal Banker - South Johnson County
$20.55 - $25.05 per hour
...Personal Banker Building a career at Commerce is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. Our culture is about our people, the...
Hourly pay
Full time
Shift work
Commerce Bank
Leawood, KS
1 day ago
Private Mortgage Banker (SAFE)
...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility...
Hourly pay
Minimum wage
Work experience placement
Work at office
Local area
Immediate start
Night shift
Weekend work
Wells Fargo
Overland Park, KS
4 days ago
Personal Banker Kansas City Area
...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful...
Work experience placement
Flexible hours
Wells Fargo
Leawood, KS
4 days ago
Personal Banker (Starting Pay $22/hr.) - South Leawood Branch Leawood, KS
$22 per hour
...Personal Banker at FNBO, you'll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys. In your role, you will be encouraged and empowered to gain an understanding of your customer's unique needs so you...
Temporary work
Work experience placement
Flexible hours
First National of Nebraska
Leawood, KS
6 hours ago
Personal Banker
...departments to ensure the workflow or process is providing the best service to the customer. Proactively seeks ways to provide financial solutions to new and existing customer relationships to meet or exceed customer expectations. Proficient in determining customer...
Full time
Work at office
Security Bank of Kansas City
Overland Park, KS
2 days ago
Personal Banker
...Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential...
Full time
Temporary work
Work at office
Academy Bank
Overland Park, KS
4 days ago
Personal Banker (Starting Pay $22/hr.) - South Leawood Branch Leawood, KS
$22 per hour
...Personal Banker at FNBO, you’ll have the opportunity to do that every day by getting to know your customers and supporting them on their financial journeys. About This Role: ROLE DESCRIPTION At FNBO, we always put the customer first — which drives everything we do. In...
Full time
Temporary work
Part time
For contractors
Work experience placement
Flexible hours
First National Bank of Omaha
Leawood, KS
5 days ago
Associate Relationship Banker - KC West Market - Overland Park, KS
...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will welcome and assist clients that walk into our branches using your...
Immediate start
Afternoon shift
Chase
Overland Park, KS
5 days ago
Relationship Executive - Mid-Corporate Banking- Executive Director
...Relationship Executive You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. As a Relationship Executive in Mid-Corporate Banking, your role is to act as an "individual...
Local area
JPMorgan Chase
Leawood, KS
1 day ago
Relationship Executive-Mid Corporate Banking-Executive Director
...If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Relationship Executive might be perfect for you. As a Relationship Executive in Mid-Corporate...
Local area
Flexible hours
JPMorgan Chase
Leawood, KS
4 days ago
Merrill Experienced Financial Advisor
...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco... ...additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)....
Work at office
Shift work
Day shift
Bank of America
Leawood, KS
3 days ago
Financial Advisor
...Financial Advisor Job Category: Advisor Development Full-Time St Louis, MO 63110, USA +4 more locations Description About Renaissance Financial What we do is not just a job – it is a passion. Renaissance Financial is a comprehensive financial strategies...
Full time
Flexible hours
Renaissance Financial
Overland Park, KS
6 hours ago
Financial Advisor
$20.6k - $114.4k
...affiliated IA programs and investment advisory and trust accounts managed by UMB Bank Requirements MINIMUM: ~7 years financial advisor or investment sales experience ~ College Degree or equivalent experience ~ Licenses: FINRA Series 7, 63, 65 or 66....
Work at office
Local area
Flexible hours
UMB Financial Corporation
Leawood, KS
3 days ago
Wealth Financial Advisor
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking For? Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a holistic wealth...
Temporary work
Local area
Flexible hours
CAPTRUST
Leawood, KS
6 hours ago
Financial Advisor
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded retirement package...
Full time
Contract work
For contractors
Work at office
Northwestern Mutual Life Insurance Company
Leawood, KS
2 days ago
Financial Advisor
...Job Description: Are you a driven financial professional who loves building relationships, delivering strategic investment guidance, and helping clients achieve their financial dreams? This is your opportunity to join a respected financial institution where your...
Base plus commission
Capitol Federal Savings Bank
Overland Park, KS
2 days ago
Financial Representative
...Organization : Name KANSAS CITY KS Default: Location : City OVERLAND PARK Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation...
Work at office
Local area
Western & Southern Life
Overland Park, KS
4 days ago
Private Mortgage Banker (SAFE)
...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources Develop and maintain a high degree of visibility...
Hourly pay
Minimum wage
Work experience placement
Work at office
Local area
Immediate start
Night shift
Weekend work
Wells Fargo
Overland Park, KS
5 days ago
Financial Solutions Advisor - 76 & Stateline, Greater KC
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)...
Temporary work
Work at office
Shift work
Day shift
Bank of America
Prairie Village, KS
1 day ago
Sr Financial Planner
$100.71k - $157.63k
...Senior Financial Planner UMB's Private Wealth Management team custom-tailors services for clients, incorporating financial planning, private banking, investment management, personal trust and lifestyle services, estate management and insurance services. We provide an...
Work at office
Local area
Flexible hours
UMB
Kansas City, MO
5 hours ago
Financial Solutions Advisor Registration Candidate - Greater KC Market
...Financial Solutions Advisor Registration Candidate - Greater KC Market Prairie Village, Kansas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...
Work at office
Immediate start
Monday to Friday
Shift work
Day shift
Bank of America
Prairie Village, KS
3 days ago
Financial Advisor - OakStar Bank
$45k - $90k
...Financial Advisor - OakStar Bank Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at OakStar Bank in Overland Park, KS would allow you...
Local area
LPL Financial Holdings, Inc.
Overland Park, KS
3 hours ago
Wealth Advisor
$150k - $250k
...families on building, preserving and managing their wealth. At Aprio, we provide contextual advice at the intersection of Tax Planning, Financial Planning, and investment Management. You will be a key part of the team providing our clients that advice. You will use your...
Full time
Work at office
Local area
Remote work
Flexible hours
Aprio
Overland Park, KS
4 days ago
Financial Advisor - OakStar Bank
$45k - $90k
...Financial Advisor – OakStar Bank LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at OakStar Bank in Overland Park, KS would allow you to join the Investment Program at OakStar Bank as a Financial...
Local area
LPL Financial
Overland Park, KS
5 hours ago
Financial Consultant (Remote)
...About the job Financial Consultant (Remote) Empower Your Family’s Future with a Flexible, Remote Financial Consulting Role About Us: We’re a leading financial services company dedicated to helping families build and protect their wealth. Licensed across the U.S...
Extra income
Immediate start
Remote work
Work from home
Flexible hours
Melius Consulting
Overland Park, KS
4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!