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. Qualifications 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... ..., you will engage with clients to understand their financial... ...them 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
$230k - $400k
..., we partner with clients to drive enterprise... ...business strategy, operational excellence... ..., identifying and advancing opportunities, and... ...consulting solutions, leads pursuit and... ...footprint. Meet or exceed financial goals by advancing... ...as a trusted advisor, and leading strategic...SuggestedFull timeContract workWork experience placementWork at officeLocal area- ...Financial Solutions Advisor Registration Candidate - Greater KC Market... ...delivering for our clients, teammates,... ...with opportunities to learn, grow, and make an impact... ...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
- ...Job Overview As a Financial Solutions Advisor Stage I, your journey... ...building and managing client relationships to... ...practice the skills you’ve learned by growing and... ...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
$103.1k - $188.9k
...serving the global financial services... ...with a range of clients from our most venerable... ...you a trusted advisor and role model... ...Ability to lead projects and work... ...teams. Learn more . We... ...by data, AI and advanced technology, EY... ...consulting, tax, strategy and transactions...High net worthPrivate practiceSummer holidayLocal areaFlexible hours- ...Principal IP Consultant in Kansas City to provide expert IP law guidance to major clients. This hybrid role involves collaborating with internal teams and enhancing client management strategies. Candidates should have a Bachelor's degree and at least 7 years of experience...
- ...involves managing investment management accounts for high-net-worth clients while providing fiduciary support, ensuring compliance with... ...influence wealth planning decisions while collaborating with clients to achieve their financial goals. #J-18808-Ljbffr Bank of AmericaHigh net worth
- A leading insurance brokerage firm in Kansas City seeks an experienced client services leader focusing on high-net-worth personal insurance clients. This role involves managing a book of business, cultivating client relationships, leading a team, and providing strategic...High net worthWork at office
- ...A leading engineering firm is seeking an Industrial Client Service Leader focused on driving their national strategy in the rapidly growing data center market. The ideal candidate will have extensive experience in consulting and engineering projects for data centers and...
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients and provide tailored financial advice and strategies. The role involves assessing client needs using advanced financial tools, offering investment opportunities, retirement...
$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- ...Senior Wealth Advisor - Partner Are... ...services to your clients? We are looking... ...your long-term financial success with... ...to act as the "lead advisor" across... ...house experts in advanced tax planning,... ...high-net-worth (HNW) and ultra-high... ...wealth transfer strategies using the firm'...High net worthWork at office
- ...Merrill Advisor Development Program- Financial Advisor: Greater Kansas City... ...Wealth Management is a leading provider of... ...Wealth Management Client Associates help clients... ...planning and investment strategies for a client... ...sales experience Learns and adapts to new technology...High net worthInterim roleWork at officeLocal areaImmediate startShift workDay shift
$107k - $130k
AON PLC is looking for an Assistant Vice President in Health Solutions to lead client teams and ensure quality service delivery. This role requires over 10 years of experience in the group health and benefits industry, providing a collaborative environment to solve client...- Signal Theory in Kansas City is searching for an Associate Account Director to build and maintain exceptional client relationships while leading a multidisciplinary team. This role demands strategic thinking, a results-focused approach, and effective collaboration across...
- A leading general contractor in Kansas City is seeking a Preconstruction Executive to oversee preconstruction strategies across diverse project pursuits. This role involves leading a team, managing... ...project estimates, and fostering client relationships. The ideal candidate...For contractors
$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...Work at office- ...Registered Investment Advisor (RIA) wholly... ...further for our clients. We are one firm... ...full spectrum of financial advisory services... ...personalized financial strategies, investment... ...clients. Continuous Learning and Professional... ...Stay updated with advancements in technical...Temporary work
$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...Full timeContract workFor contractorsWork at office- ...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
$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$90k - $110k
...more exclusive features. Our client is a boutique financial services firm in Kansas... ...driven and fully licensed Advisor to join their team. This individual... ...seeking new business leads Qualifications: Licensed with... ...Retirement Plan Investment Strategy Kansas City, MO $57,760.00-...Full time- 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 and...
- Bank of America is looking for a Financial Solutions Advisor Stage I in Kansas City, MO. In this role,... ...foundational skills required to guide clients through their complex financial needs... ...within the company, enabling you to advance in various roles as you build successful...
$43.89k - $102.08k
...Summary An Analyst who joins the Client Financial Analysis and Optimization (... ...on their key health care strategies. An analyst working in CVS... ...knowledge, build analytic skills, learn underwriting, and much more.... ...is preferred Experience in advanced Microsoft Excel-based...Hourly payPermanent employmentFull timeTemporary workWork experience placementInternshipLocal area- ...significant wealth and complex financial needs. We offer tailored... ...planning, and legacy strategies. Our expertise extends to... ...Area. As a Private Wealth Advisor, you will guide clients through personalized financial... ...related field required; advanced degrees are a plus 5+ years...High net worthFull timeWork at office
$180k
...Opportunity A rapidly growing, advisor-focused wealth... ...platform is seeking a Client Portfolio Manager to... ...relationship partner to financial advisors while... ...and client portfolio strategy initiatives. This is an... ...CAIA, or progress toward advanced credentials strongly preferred...High net worthFull timeWork at office$75k - $125k
...Financial Planning Specialist Join Aprio's... ...and you will help clients maximize their opportunities... ...into an existing advisor relationship. This... ...with clients to learn about their unique... ...out, looking to advance into management or... ..., industry-leading benefits and a flexible...High net worthFull timeWork at officeLocal areaRemote workFlexible hours- ...A leading engineering consultancy is looking for an Industrial Client Service Leader focused on the expanding data center market. The candidate will drive business development and client relationship management, requiring 12 years of relevant experience. This role emphasizes...
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