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
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Planner in Overland Park, KS vacancy
$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...SuggestedFull timeWork at officeLocal areaRemote workFlexible hoursAprio
Overland Park, KS4 days ago$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...SuggestedTemporary workWork at officeLocal areaImmediate startFlexible hoursBusey
Leawood, KS3 days ago$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...SuggestedHourly payFull timeShift workCommerce Bank
Leawood, KS1 day ago$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...SuggestedLocal areaFlexible hoursAfternoon shiftUMB Financial Corporation
Overland Park, KS2 days ago- ...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...SuggestedWork experience placementFlexible hours
Wells Fargo
Shawnee, KS4 days ago $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...Temporary workWork at officeLocal areaImmediate startFlexible hoursShift workBusey Bank
Overland Park, KS12 hours ago- ...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 timeTemporary workWork at office
Academy Bank
Mission, KS3 days ago - ...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 payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
Wells Fargo
Overland Park, KS4 days ago $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 workWork experience placementFlexible hoursFirst National of Nebraska
Leawood, KS1 day ago- ...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 timeWork at office
Security Bank of Kansas City
Olathe, KS2 days ago $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 timeTemporary workPart timeFor contractorsWork experience placementFlexible hoursFirst National Bank of Omaha
Leawood, KS5 days ago- ...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
- ...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 startAfternoon shift
Chase
Overland Park, KS5 days ago - ...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 areaFlexible hours
- ...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...Work at officeFlexible hours
Bankers Life
Lenexa, KS4 days ago - ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command Financial Services
Shawnee, KS4 days ago - ...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 officeShift workDay shift
Bank of America
Leawood, KS3 days ago - ...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 officeLocal area
Western & Southern Life
Overland Park, KS4 days ago $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 support Fully company-funded retirement package and...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Olathe, KS4 days ago- ...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 timeFlexible hours
Renaissance Financial
Overland Park, KS11 hours ago $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. State...Work at officeLocal areaFlexible hoursUMB
Leawood, KS9 hours ago- ...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, KS2 days ago $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 workLocal areaFlexible hoursCAPTRUST
Leawood, KS11 hours ago- ...committed to bringing passion and customer focus to the business. Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while...Night shift
- ...responsible for demonstrating a strong knowledge of mortgage, business, and installment loan options, and providing a broad base of financial and credit services. Additionally, Relationship Bankers are expected to assist other departments as needed, build a great rapport...Remote workFlexible hours
- ...driven by strong relationship building, sound judgment, and the ability to balance service with growth. As a member of a leading financial institution, this role provides a strong foundation for long-term career growth and mobility, supported by Wells Fargo's training...Work experience placementFlexible hours
- ...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 payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$20.25 - $24.75 per hour
...At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...Temporary workLocal areaU.S. Bank
Shawnee, KS2 days ago- ...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 workWork at officeShift workDay shift
- ...Patient Financial Advisor Days - Full Time Westwood Medical Pavilion - West The Patient Financial Advisor is responsible for providing financial assistance to all patients and families throughout the health system. Assists patients and families to secure payer...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
Related searches
- jde finance consultant Overland Park, KS
- financial advisor Overland Park, KS
- financial planner Overland Park, KS
- financial planning assistant Overland Park, KS
- financial advisor associate Overland Park, KS
- financial counselor Overland Park, KS
- financial planning associate Overland Park, KS
- finance associate Overland Park, KS
- estate planning consultant Overland Park, KS
- financial planning administrator Overland Park, KS