Wealth Advisor for High-Net-Worth Clients
Sora Resource Group LLC
Sora Resource Group in Topeka, Kansas is seeking a Financial Advisor to build and manage a portfolio of high-net-worth clients. The ideal candidate should have experience in conducting financial assessments and developing tailored investment portfolios. A Bachelor's degree and relevant certifications such as CFP, CFA, or ChFC are strongly preferred. Must bring a Book of Business to the firm. Successful candidates will maintain knowledge of market trends and provide clients with holistic wealth management solutions. #J-18808-Ljbffr
- ...in Topeka, United States, is seeking a Financial Advisor to build and manage a portfolio of high-net-worth clients. The role involves conducting financial assessments... ...and collaborating with specialists for holistic wealth management. Candidates should have 2-3 years of...High net worth
- ...Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with... ..., including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at...High net worth
- ...professionals excel at understanding clients’ needs and crafting bespoke... ...and seamlessly transition their wealth. Job Description The Private Wealth Advisor is primarily responsible for developing... ...expanding relationships with high net worth individuals, families, trusts,...High net worthWork experience placementWork at office
- ...Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based... ...specialists to provide holistic wealth management solutions. Adhere to all... ...~2-3 years' experience as Financial Advisor preferred. ~ Bachelor's degree in related...High net worth
- ...Focus Partners Wealth seeks a motivated and qualified individual... ...industry professionals and other high-net-worth and ultra-high-net-worth... ...laws as required. Analyze client information and offer recommendations... ...with tax managers, advisors, and their clients in a timely...High net worthFull timeWork at officeLocal area
$50k
...unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It\'s our sole profit center.... ..., roles, and responsibilities to ensure a high-quality, streamlined client experience consistent...Work at officeWork from homeHome officeFlexible hours- ...Experienced Financial Advisor – Topeka, KS Our firm is growing, and we're excited to welcome... ...Topeka office as part of our expanding Wealth Management division. This role is ideal... ...with accounting professionals to serve clients well. At Swindoll, Janzen, Hawk & Loyd...Work at office
- ...Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and... ...all policies and standards. Qualifications High School Diploma. - Required Bachelor's Degree. -...Work at officeLocal area
- ...Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire... ...6, Series 7, Series 63, Series 66, Series 65, and CFP High level of self-motivation; ability to accomplish goals independently...Work at officeFlexible hours
$20 - $24 per hour
..., and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary SolomonEdwards is looking for a Home Loan Specialist I for one...Hourly payWork experience placementWork at officeLocal area$35.75k - $52.04k
...daily priorities which means you have a wealth of opportunities to expand your base of knowledge... ...into an opportunity to learn your clients' financial life priorities and connect them... ...military equivalent strongly preferred; High school degree, GED or foreign equivalent...Local areaMonday to FridayFlexible hoursAfternoon shift- ...including small business needs and or commercial needs)* Offer clients advice and guidance on available digital and self-serve options... ...service* Strong attention to detail, dependable, and self motivated* Highly proficient in MS Office and industry-specific software*...Local areaFlexible hours
- ...individuals who can cultivate strong relationships in the community, uncover new lending opportunities, and provide exceptional service to clients. If you’re ready to combine your credit expertise and business development skills in a role where you can truly make a difference,...Local area
- ...placing quality professionals within multiple industries across the United States for over 30 years. We are extremely competitive, and client-focused and realize that our value is in our ability to deliver the right solutions at the right time. I place these...Bank staffLocal area
$19 - $20 per hour
...Job Description: Must have some type the following industry experience: Loan Servicing, Commercial Insurance, Real Estate. Client is looking for people capable of complex analyses and assessment of situations, as it pertains to Insurance and/or Real Estate. This...Hourly payContract workWork experience placementWork at office- ...and strive for operational excellence. Build relationships with clients to meet their financial needs. Follow established processes and... ...self‑service resources. Required Qualifications Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus...Flexible hoursShift workWeekend workDay shift
$80k - $120k
...program, where your growth will help drive the company forward. This is for a highly reputable general contractor throughout Kansas and beyond. As a trusted partner to many public and private clients, they have an impressive backlog of work already and are looking for a...For contractorsWork at officeRelocation package- At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation. We hire innovators with the passion, creativity, and drive...Local areaShift work
$90.23k
...hoc reporting to leadership. The successful candidate: Analyzes highly complex financial and operational information to deliver... ...plan, design, build and operate as diverse as the needs of our clients. CDM Smith Inc. and its divisions and subsidiaries are an Equal...H1b$101.3k - $168.7k
...direct analysis and or lead financial discussions with external clients such as the Contracting Officer and the Contracting Officer Representative... ...knowledge of contract types and project control methods. ~ High School Diploma. Desired Skills Desired Experience BA/BS...Contract workWork experience placementFor subcontractorH1bWork at officeRemote work$46.99k - $112.2k
...team being formed to address a current knowledge gap between the client and rebate/financial and reporting operations. This team is a... ...collaborating with key internal and external stakeholders to deliver high quality and predictable outcomes. You will be a facilitator, not...Hourly payFull timeContract workTemporary workWork at officeLocal areaFlexible hours- ...creating spaces and providing connections that make a difference. We pride ourselves on being nimble enough to remain responsive to client needs yet large enough to offer exceptional bench strength. As a member of our team, you will draw from those resources when you...For subcontractorWork at officeLocal areaImmediate start
$50 - $60 per hour
...A forward-thinking technology company is seeking a Financial Advisor to help enhance AI capabilities in finance. This remote position offers flexibility to work full-time or part-time, allowing you to choose your projects and schedule. Ideal candidates will have an advanced...Hourly payFull timePart timeRemote workFlexible hours- Overview DecisionPoint Corporation is seeking an IT Security Analyst to join our US Air Force team supporting the defense of USAF infrastructure (AFIN) at the base level. This position is onsite at Forbes Field, KS. Duties & Responsibilities The contractor shall provide...For contractorsLocal areaImmediate start
- ...reconciliation. Evidence of excellent customer service in a diverse environment. Strong problem‑solving and conflict‑resolution skills. High level of processing with documented attention to detail. Knowledge, Skills & Abilities Numbers‑oriented and strong understanding of...Hourly payWork at officeFlexible hoursAfternoon shift
$74.1k - $148.3k
...improvement initiatives in a global finance or supply chain environment #LI-KNC2 Disclaimer: Certain U.S. based or U.S. customer or client-facing roles may be required to comply with applicable requirements, such as immunization/occupational health mandates, and/or drug...Temporary workFlexible hours$124.2k - $186.2k
About the Team Information Security organization advances the overall state of security at Rubrik through purposeful initiatives and coordination of large security projects. Information Security builds technologies, tools, and processes to better enable teams at Rubrik...Local areaRemote work$80.9k - $115.5k
...matter/functional expertise, influence and process skills to help internal/external customers and stakeholders identify and meet their high priority needs while considering cultural and diversity implications Encourages informed Risk-taking and acts as a catalyst for...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours$80.9k - $115.5k
Cardinal Health is seeking a finance professional with expertise in SAP FI/CO to support their financial systems. The ideal candidate will be located primarily in the Greater Columbus area, although candidates from Eastern or Central time zones may work remotely. You will...Remote work- ...include MS Excel and/or MS Access Preferred None Skills Strong written and oral communication skills Strong relationship building skills Client focused with strong business acumen Self-starter with the ability to work under pressure independently and as part of a team...Work at officeLocal area
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