Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Strategic Financial Planner & Client Growth Advisor

WealthBridge Financial Group

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 planning, and wealth management strategies. Ideal candidates will have a bachelor's degree in finance or related field, strong analytical and communication skills, and experience in financial consulting. Join a passionate team dedicated to exceptional service and long-term client relationships. #J-18808-Ljbffr WealthBridge Financial Group

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Strategic Financial Planner & Client Growth Advisor in Kansas City, MO vacancy
  • A local internet service provider is seeking a Strategic Financial Associate to manage corporate financial models and support strategic planning...  ...investment stakeholders, making it crucial for Gateway's financial growth and planning efforts. #J-18808-Ljbffr Gateway Fiber
    Suggested
    Local area

    Gateway Fiber

    Kansas City, MO
    4 days ago
  •  ...Construction is seeking a Corporate Development & Strategic Investments Associate to support strategic growth and capital activities, working directly with senior...  ...transactions including mergers, acquisitions, and financial modeling. The ideal candidate holds a Bachelor’s... 
    Suggested

    Garney Construction

    Kansas City, MO
    4 days ago
  •  ...seeking a Sr. Finance Analyst to lead budgeting, forecasting, and strategic planning four days a week onsite. This role partners with VP...  ...forecast accuracy, drive profitability, and provide clear financial insights across the Automation business. You will develop financial... 
    Suggested

    Nidec Motor Corporation

    Kansas City, MO
    4 days ago
  • Eurofins USA Medical Devices is seeking a Senior Financial Analyst to own financial performance and act as a strategic partner to senior leadership. The role includes...  ...process to optimize cash flow and ensure timely client payments. The ideal candidate has 8+ years in financial... 
    Suggested

    RXinsider LTD.

    Kansas City, MO
    4 days ago
  •  ...National Bank of Omaha is seeking a Senior Financial Advisor to provide comprehensive financial...  ...and investment management to affluent clients. The role includes advising clients on...  ...opportunities for mentorship and professional growth. #J-18808-Ljbffr First National Bank... 
    Suggested

    First National Bank of Omaha

    Overland Park, KS
    2 days ago
  • Favorite Healthcare Staffing is seeking to expand relationships with clients and drive growth across our portfolio of healthcare staffing services. The role emphasizes strategic account development, data-driven planning, and expanding service lines within existing customers... 

    Favorite Healthcare Staffing

    Kansas City, MO
    2 days ago
  •  ...Corporate team in Missouri. This pivotal role involves providing financial modeling and valuation support across all phases of mergers...  ...acquisitions, collaborating with senior executives to drive strategic growth initiatives. The ideal candidate will have at least three... 

    SSM Health

    Kansas City, MO
    4 days ago
  •  ...autonomy, and a strong sense of teamwork. Role Overview The Strategic Financial Associate will support key aspects of Gateway’s financial and...  ...a key component of the capital funding fueling Gateway’s growth. Key Responsibilities Ownership and management of Gateway’s... 

    Gateway Fiber

    Kansas City, MO
    4 days ago
  • A leading insurance services provider is looking for a Senior Financial Analyst to join their top-tier finance team. This role involves collaborating with executives to drive strategic decisions, performing financial modeling, and maintaining key performance dashboards... 

    SelectQuote

    Overland Park, KS
    2 days ago
  • Weber, Inc. seeks a Strategic Finance Analyst to support budgeting, forecasting, and strategic decision-making across business units. You will partner with the Director of Finance to translate financial data into actionable insights and build scalable models. Ideal candidates... 

    Weber, Inc.

    Kansas City, MO
    4 days ago
  • $74k - $120k

    New York Life - Kansas City is seeking an eager, strategic financial advisor for an entry-level position. This role offers potential for growth and involves customizing financial plans, supporting clients towards their financial goals, and using various financial tools.... 

    New York Life - Kansas City

    Kansas City, MO
    3 days ago
  •  ...Kansas City to support customers with their financial needs and build lasting relationships. This role involves engaging with clients, assisting in account openings, and...  ...re committed to fostering your professional growth and offer competitive compensation, extensive... 

    Central Bank

    Kansas City, MO
    4 days ago
  •  ...customers, assisting them with account openings and promoting various financial products and services to meet their needs. This position offers...  ...18 days of paid time off. Join us at Central Bank, where your growth and customer satisfaction are our primary goals. #J-18808-... 

    Central Bank

    Olathe, KS
    1 day ago
  •  ...means being part of a community-focused organization known for its supportive culture and opportunities for personal and professional growth. The position offers various benefits including 401(k) matching contributions and educational assistance. #J-18808-Ljbffr Dormont... 

    Dormont Manufacturing Co

    Shawnee, KS
    4 days ago
  • First Bank in St. Louis, MO is seeking a Relationship Banker to build client relationships, assess financial needs, and promote banking solutions while helping the branch achieve sales goals. You will open accounts, deepen relationships, refer to internal partners, and... 
    Flexible hours

    RadNet, Inc.

    Kansas City, MO
    4 days ago
  •  ...Thursday, July 23, 2026 at 6:00 AM Job Title: Strategic Finance Analyst Department: Accounting...  ...you will play a key role in supporting financial planning and strategic decision-making...  ...strategic decisions and business growth. This role requires strong analytical skills... 
    Full time

    Weber Inc

    Kansas City, MO
    1 day ago
  • $81k - $135k

     ...deep understanding, and strategic foresight for fast-...  ..., Aprio ensures clients are prepared for wherever...  ...-rated culture, vast growth opportunities and your...  ...firm looking for a Financial Planner to join their dynamic...  ...into an existing advisor relationship. This role... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Overland Park, KS
    2 days ago
  • $18 - $18.5 per hour

     ...the ability to work both behind the scenes and customer-facing? We're looking for Catering Coordinators to join our Sales and Brand Growth Department. This role has a wide range of tasks that include both planning and preparation, and interaction and connection with... 
    Full time
    Flexible hours
    Shift work
    Day shift
    Afternoon shift

    Chick-fil-A Olathe Pointe

    Olathe, KS
    1 day ago
  • Commerce Bank in Kansas City, MO seeks an FP&A Analyst to support financial planning, budgeting, and forecasting. You will collaborate...  ...developing financial models and providing data-driven insights for strategic decisions. Hybrid in-office schedule applies. #J-18808-Ljbffr... 
    Work at office

    Commerce Bank

    Kansas City, MO
    4 days ago
  • Jobtailor is seeking a Senior Financial Analyst to serve as a strategic partner, driving revenue forecasting, budgeting, and robust financial modeling. The role emphasizes presenting data clearly to leadership and collaborating with Sales, Operations, and Corporate teams... 

    Jobtailor

    Kansas City, MO
    2 days ago
  • A specialized search firm is seeking a Financial Analyst to support operation leaders in a rapidly growing company. This role involves analyzing financial data, preparing reports, and collaborating with cross-functional teams. Candidates must have a Bachelor's degree in... 

    Ajulia Executive Search

    Kansas City, MO
    4 days ago
  • Weber, Inc. in Kansas City, MO seeks a Strategic Finance Analyst to support budgeting, forecasting, and strategic decision...  ...Director of Finance and business leaders to develop financial models and insights that drive growth. The ideal candidate has strong Excel skills,... 

    Weber Inc.

    Kansas City, MO
    1 day ago
  • Capstone Financial, LLC is looking for a motivated Inexperienced Financial Advisor in Overland Park, Kansas. This role is perfect for...  ...Key responsibilities include client business development, delivering...  ...supportive environment with a focus on growth and success. #J-18808-Ljbffr... 

    Capstone Financial, LLC

    Overland Park, KS
    2 days ago
  • KCUR, the University of Missouri-Kansas City (UMKC) owned public radio station, seeks a Finance and Budget Consultant to lead strategic financial planning, budgeting, and accounting activities in support of KCUR. The role serves as a liaison between central finance and... 

    University of Missouri-Kansas City

    Kansas City, MO
    3 days ago
  •  ...fiduciary-focused wealth management firm, is seeking a Lead Advisor to provide wealth management strategy for client portfolios and to drive business growth. Reporting to the Senior Advisor, you will construct financial plans and investment strategies for multigenerational... 

    The Well

    Kansas City, MO
    3 days ago
  • Herzing University is seeking an Associate Financial Aid Advisor for its Online Division to assist students with navigating the financial aid...  ...Bachelor's degree is preferred, with onboarding support and clear paths for career growth. #J-18808-Ljbffr Herzing University
    Remote job
    Work at office

    Herzing University

    Kansas City, MO
    4 days ago
  • Blue Cross NC is seeking a Principal Financial Advisor to serve as a strategic finance leader at the intersection of financial analysis, business strategy, and enterprise transformation. This highly visible role partners with senior leaders to influence decisions, optimize... 

    Blue Cross and Blue Shield of North Carolina

    Kansas City, MO
    4 days ago
  • $22 per hour

     ...welcome customers, process transactions, and understand individual financial needs to offer tailored recommendations. In this on-site role,...  .... Starting pay is $22/hour with benefits, opportunities for growth, and a supportive work environment in Kansas locations. #J-188... 

    First National Bank of Omaha

    Olathe, KS
    4 days ago
  •  ...Wealth Solutions is a financial services firm located...  ...solutions to help our clients leave a lasting legacy...  ...responsible for providing strategic financial solutions...  ...becoming a financial planner, and even more, a fee‑...  ...efforts Compound network growth through new business... 
    Full time
    Contract work

    Capstone Financial, LLC

    Overland Park, KS
    4 days ago
  •  ...of Labor has been a trusted financial partner for businesses in the...  ...Financial Institution (FI) whose strategic initiatives have set a...  ...significant milestone in asset growth! Bank of Labor doesn't just...  ...interaction with employees, clients and vendors; concise communication... 

    Bank of Labor

    Shawnee, KS
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Financial Planner & Client Growth Advisor. Be the first to apply!