Financial Wealth Advisor
Confident Search Consultants
Job Title
Responsibilities:
- Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.
- Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation.
- Develop and present tailored investment portfolios, making adjustments as market conditions and client needs evolve.
- Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools.
- Collaborate with internal specialists to provide holistic wealth management solutions.
- Adhere to all compliance regulations and uphold ethical standards in client interactions and financial recommendations.
- Educate and guide clients through complex financial concepts to support informed decision-making.
Qualifications:
- 2-3 years' experience as Financial Advisor preferred.
- Bachelor's degree in related field and CFP, CFA, ChFC strongly preferred
- Must have a Book of Business to bring to the firm
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Wealth Advisor in Topeka, KS vacancy
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial...SuggestedWork at officeFlexible hours
Bankers Life
Topeka, KS2 days ago $50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...SuggestedWork at officeWork from homeHome officeFlexible hoursEdward Jones
Topeka, KS4 days ago- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with... ..., including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at...Suggested
WealthBridge Financial Group
Topeka, KS5 days ago - ...administrative tasks related to client accounts ~18 years of age or older ~ Passion for service: A genuine desire to help other achieve financial stability ~ Strong communication skills: verbal and written, with an ability to engage and build rapport with clients. ~...SuggestedFull timeRemote work
Zuzick Organization of Globe Life
Topeka, KS11 hours ago - ...Job Description Job Description Salary: Experienced Financial Advisor Topeka, KS Our firm is growing, and were excited to welcome... ...Financial Advisor to our Topeka office as part of our expanding Wealth Management division. This role is ideal for an advisor who...SuggestedWork at office
$52k
3rd Shift, 4/5pm for an 8 or 10hr shift, Sunday - Thursday •The Food Processing Maintenance Technician will be responsible for the day to day maintenance of infrastructure and equipment that produces canned coffee products • Actively participates in efficient ...Shift workNight shift$67.5k - $96.3k
...What Finance Operations contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization, establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards...Contract workTemporary workLocal areaImmediate startFlexible hoursCardinal Health
Topeka, KS4 days ago$58.44k
...This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include...Contract workTemporary workWork experience placementWork at officeMagellan Health
Topeka, KS3 days ago$80.9k - $115.5k
...area, also open to remote candidates in Eastern or Central time zones with the ability to travel as needed for project work. What Financial Systems contributes to Cardinal Health Finance oversees the accounting, tax, financial plans and policies of the organization,...Temporary workWork experience placementWork at officeLocal areaImmediate startRemote workFlexible hoursCardinal Health
Topeka, KS12 hours ago- ...affords personal and professional growth opportunities. Learn more at Overview of Job Function: Job Summary: Integral part of the Financial Planning and Analysis team. Responsibilities include financial planning and analysis on a corporate level; budgeting, forecasting,...Local areaShift work
Verint Systems
Topeka, KS4 days ago $108.63k - $127.8k
...ambitious opportunity that demands the best of us, every day, as we build the emerging onchain platform — and with it, the future global financial system. To achieve our mission, we’re seeking a very specific candidate. We want someone who is passionate about our mission...Local areaCoinbase
Topeka, KS1 day ago$29.53k - $56.95k
...use every transaction and interaction to improve our customer's financial wellbeing. Our Personal Bankers are fanatics for using their... ...fast paced with several daily priorities which means you have a wealth of opportunities to expand your base of knowledge - aka you will...Local areaMonday to FridayFlexible hoursAfternoon shiftUMB Financial Corporation
Topeka, KS1 day ago- ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you... ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect...Immediate startAfternoon shift
Chase
Topeka, KS1 day ago - ...sustain trust and credibility. Discover key life events happening with clients to ensure bank products and services are meeting financial needs. Recommend and provide accounts, loans, and services that match clients' financial needs. Promote bank products and...Hourly payCurrently hiringWork at officeLocal areaFlexible hours
Equity Bank
Topeka, KS4 days ago $50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. Role We’re growing a team... ...Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits This is a full...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hoursDataAnnotation
Topeka, KS3 days ago- When you work at Landmark, you'll find we are all about Culture, Connection, and Contribution. You'll build relationships beyond transactions. You will work with people who want to be better every day you'll be challenged to grow and supported in your development. You'...Local areaFlexible hours
Landmark Bancorp
Topeka, KS3 days ago $40 per hour
We are looking for experienced cybersecurity professionals to join our team to help train AI models. In this role, you will evaluate AI-generated security content, solve technical cybersecurity problems, and provide feedback to improve how AI systems reason about real-...Hourly payFull timePart timeRemote workDataAnnotation
Topeka, KS4 days ago$40 per hour
A cybersecurity solutions company is seeking experienced professionals to evaluate AI-generated security content and solve technical problems. This role offers the flexibility to work remotely and choose projects, with compensation starting at $40 per hour. Candidates ...Hourly payRemote workFlexible hoursDataAnnotation
Topeka, KS3 days ago$40 per hour
A leading AI training firm is looking for experienced cybersecurity professionals to evaluate AI-generated security content and solve technical problems. This remote role requires at least 2 years of hands-on cybersecurity experience and coding skills. You will provide...Hourly payRemote workDataAnnotation
Topeka, KS3 days ago- Security Analyst The Security Analyst is responsible for managing third-party vulnerability data, executing scans using Sompo’s proprietary tools, and partnering with IT teams to prioritize remediation efforts. The role requires strong technical expertise in vulnerability...
Argyle Infotech
Topeka, KS5 days ago $76.4k - $138.6k
...designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for...Summer holidayLocal areaFlexible hoursEY
Topeka, KS12 hours ago$90.78k
We are seeking a seasoned Security Governance/Risk professional to support and strengthen enterprise security governance for Federal and DoD customers. This role is responsible for performing complex risk analyses, establishing and advising on Information Assurance and...Work at officeMAXIMUS
Topeka, KS3 days ago- ...and Customer Service Associates related to the CoreFirst products and sales process Provides existing Bank customers with their financial needs, by listening and asking appropriate questions; Responsibilities include, but are not limited to: answering customer...Full timeWork at officeLocal areaMonday to FridayNight shiftWeekend workAfternoon shift
CoreFirst Bank & Trust
Topeka, KS5 days ago $40 per hour
A technology company is seeking experienced cybersecurity professionals to evaluate AI-generated security content. In this remote role, you will solve technical problems and enhance AI models' reasoning about cybersecurity threats. Ideal candidates should have at least...Hourly payRemote workFlexible hoursDataAnnotation
Topeka, KS3 days ago$43k - $82.59k
...collaborating with the custodian, prime brokers, transfer agency, advisor, and/or portfolio managers/traders Review and resolve trade... ...we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's...Work at officeLocal areaRemote workMonday to FridayFlexible hoursUMB Bank
Topeka, KS4 days ago$50 - $60 per hour
..., enabling candidates to choose projects and work schedules. Ideal candidates will have advanced finance degrees and expertise in financial reasoning. Responsibilities include evaluating AI outputs and providing structured feedback. Competitive hourly rates starting at...Hourly payRemote workFlexible hoursDataAnnotation
Topeka, KS3 days ago$30 per hour
...each year up to a maximum cap of 112 hours. # Paid parental leave # Adoption assistance # Employee Stock Purchase Plan # Financial planning and group legal # Voluntary benefits including auto, homeowner and pet insurance The role will generally accept applications...Hourly payTemporary workInternshipFlexible hoursOracle
Topeka, KS5 days ago$20 - $24 per hour
...About Us SolomonEdwardsGroup, LLC ("SolomonEdwards") is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve...Hourly payWork experience placementWork at officeLocal areaSolomonEdwards
Topeka, KS4 days ago$58k - $70k
Carrington is hiring for a loan processing role offering remote work. Responsibilities include reviewing loan files, ensuring adherence to underwriting standards, and communicating with various stakeholders. Candidates should possess at least three years of experience ...Remote workCarrington
Topeka, KS4 days ago$100k
...relationships with our expert operations team, providing unwavering support for you and your clients. Mortgage Champion: Analyze financial situations, match clients with their perfect loan, and confidently guide them through the journey of mortgage lending with calm...Work at officeLocal areaGershman Mortgage
Topeka, KS3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wealth Advisor. Be the first to apply!
Related searches
- finance associate Topeka, KS
- financial advisor Topeka, KS
- estate planning consultant Topeka, KS
- financial planning assistant Topeka, KS
- associate corporate finance Topeka, KS
- financial planning administrator Topeka, KS
- financial planning associate Topeka, KS
- jde finance consultant Topeka, KS
- financial planner Topeka, KS
- financial counselor Topeka, KS