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

Wealth Planning Intern - Mentored Path to Advisor

Synergywealthsolutions

Synergy Wealth Solutions in Overland Park, Kansas, is seeking a motivated Financial Advisor Intern to gain real-world exposure to wealth management and financial planning. This full-time internship offers hands-on experience through client meetings, financial planning tasks, and business development initiatives. Ideal candidates are current students or early-career professionals eager to learn, with strong communication skills and a desire to grow in a team-oriented and fast-paced environment. Mentorship from experienced advisors will be provided, facilitating career exploration and potential pathways towards a full-time advisory role. #J-18808-Ljbffr Synergywealthsolutions

Vacancy posted 14 hours ago
Similar jobs that could be interesting for youBased on the Wealth Planning Intern - Mentored Path to Advisor in Overland Park, KS vacancy
  • Synergy Wealth Solutions in Overland Park, Kansas is looking for a motivated Financial Advisor Intern to gain real-world exposure in wealth management and financial planning. This full-time internship offers hands-on training, mentorship, and the chance to develop essential... 
    Internship
    Full time

    Synergy Wealth Solutions

    Overland Park, KS
    14 hours ago
  • A boutique wealth management firm is seeking an Investment Advisory Associate to...  ...to work closely with a senior advisor, focusing on financial planning and client interactions. Candidates...  ...degree. The position offers a clear path to becoming an Investment Advisor Representative... 
    Suggested

    Goodwin Recruiting

    Overland Park, KS
    4 days ago
  •  ...About Us: At Synergy Wealth Solutions, we help...  ...freedom through holistic planning, exceptional service,...  ...believe in developing future advisors early by giving them...  ...Financial Advisor Intern who wants real-world exposure...  ...advisor career path in a full-time development... 
    Internship
    Full time

    Synergy Wealth Solutions

    Overland Park, KS
    4 days ago
  •  ...thats walked the same path, people who once...  ...as a college intern and advanced through...  ..., RICP, Financial Advisor & District Director...  ...leader of Priority Wealth Partners, with...  ...Kansas City community, mentoring emerging advisors,...  ...financial planning. Cannon Kern, Financial... 
    Internship
    Full time
    Work at office
    Work from home
    Visa sponsorship
    Flexible hours

    KMO - Northwestern Mutual

    Leawood, KS
    12 days ago
  •  ...Financial Representatives. This program allows students to build a financial planning practice and gain exposure to proprietary planning software while developing professional networks. Interns will learn essential skills, receive performance-based earnings, and have... 
    Internship
    Flexible hours

    Northwestern Mutual

    Olathe, KS
    2 days ago
  • $90k - $100k

     ...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking...  ...Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk management... 
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    Leawood, KS
    3 days ago
  • $150k - $250k

     ...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their...  ...contextual advice at the intersection of Tax Planning, Financial Planning, and investment...  ...new client acquisition, primarily from internal referrals. The Wealth Advisor should have... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Overland Park, KS
    4 days ago
  •  .... We offer award-winning training, access to mentors, and a workday that can be built around your lifestyle. As a Wealth Management Trainee, you will: Build a...  ...leadership, wealth management, and retirement planning What makes a great Wealth Management Trainee... 
    Traineeship
    Work at office
    Flexible hours

    Bankers Life

    Lenexa, KS
    4 days ago
  • $90k - $100k

     ...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking...  ...Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive financial planning, investment management solutions, and risk management... 
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    Leawood, KS
    4 days ago
  • $60k - $75k

     ...an Investment Advisory Associate in Overland Park, Kansas, to join their client-focused wealth management team. This position offers a unique opportunity to work with a senior advisor and develop into an Investment Advisor Representative over time. The ideal candidate... 

    Nbutexas

    Overland Park, KS
    1 day ago
  • $20 per hour

     ...Business Development Intern - Wealth Management - Summer 2026 United States (Remote) Job...  ...lives of many.How? By giving clients and advisors access to everything they need to be successful...  .... You’ll gain exposure to financial planning, business development, and client... 
    Internship
    Hourly pay
    Full time
    Summer work
    Work at office
    Remote work

    Mariner Holdings

    Overland Park, KS
    1 day ago
  • $1,000 per month

     ...framework for building an integrated financial planning practice from the ground up. Our college...  ...a full-time Financial Representative or Advisor role upon graduation. Qualifications Are...  .... If offered to apply for approval of an intern contract to become a Northwestern Mutual... 
    Internship
    Full time
    Contract work
    For contractors
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Olathe, KS
    4 days ago
  •  ...Job Description Job Description Wealth Management Advisor Mission Woods, KS An established...  ...you feel like a number—or lack a clear path to meaningful growth—this role offers...  ...around investment strategies, retirement planning, and entity-level planning Partner... 
    Immediate start

    RK Partners

    Mission Woods, KS
    8 days ago
  • $55k - $200k

     ...benefits such as a 401(k) match and remote work options. Candidates must have a Bachelor's degree and at least 2 years of financial planning experience. The role involves goal setting and performance tracking to support team success. #J-18808-Ljbffr Caliber Wealth Management
    Remote work

    Caliber Wealth Management

    Overland Park, KS
    2 days ago
  • $166k - $249k

     ...Looking For You’re a seasoned wealth management leader with a...  ...insight. You bring deep financial planning knowledge, a relationship‑...  ...energized by business development, mentoring others, and elevating the...  ...The Director, Senior Wealth Advisor leads the delivery of comprehensive... 

    First Western

    Kansas City, MO
    1 day ago
  • $1,000 per month

     ...connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial...  ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you... 
    Internship
    Full time
    Local area
    Flexible hours

    Northwestern Mutual

    Olathe, KS
    1 day ago
  • $87.4k - $123.4k

    Senior Wealth Advisor, Practice Lead We empower clients to reach financial freedom. As a Senior...  ..., including onboarding, financial planning, and investor education, via phone, email...  ...responsiveness. Act as liaison between clients and internal departments within Empower Personal... 
    Remote job
    16 hours
    Temporary work
    Casual work
    Local area
    Relocation package
    Flexible hours

    Empower Retirement, LLC

    Overland Park, KS
    2 days ago
  •  ...tailored advice and strategies that align with their goals. You’ll leverage your financial expertise for investment opportunities and wealth management. We value strong analytical and problem-solving skills as well as excellent communication abilities to build lasting... 

    WealthBridge Financial Group

    Overland Park, KS
    2 days ago
  •  ...financial strategies to clients, helping them build and protect their wealth. Ideal candidates should be client-focused and have the ability...  ...offering guidance in investments, insurance, and retirement planning. This role offers an exciting opportunity for career growth in... 

    WizeHire, Inc

    Overland Park, KS
    4 days ago
  •  ...company-wide direction, internal consultation, and...  ...the firm, acting as an advisor internally and externally...  ...capabilities through mentoring of staff. Provides firmwide...  ..., construction, planning, landscape architecture...  ...tailored development paths Have the possibility... 
    Full time
    Flexible hours

    Olsson

    Overland Park, KS
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor...  ...achieve their goals through financial planning. On your path to becoming a financial advisor, you start...  ...and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Olathe, KS
    1 day ago
  •  ...family office, PostRock Private Wealth and PostRock Trust Company)...  ...trust administration, estate planning, and legacy strategies. Our...  ...Metropolitan Area. As a Private Wealth Advisor, you will guide clients...  ...working collaboratively with internal and external partners, and... 
    Full time
    Work at office

    PostRock Partners, LLC

    Kansas City, MO
    1 day ago
  • Fwainvest is seeking a Financial Advisor Trainee to join their team in Saint Louis, Missouri. This position is part of the Advisor Mastery Program (AMP), which includes extensive training in financial advising, sales, and client relationship management. The ideal candidate... 
    Traineeship

    Fwainvest

    Kansas City, MO
    4 days ago
  •  ...Merrill Advisor Development Program- Financial Advisor...  ...: Merrill Wealth Management is a leading...  ...management, including planning for retirement, education...  ...collaborate with and be mentored by Merrill Financial Advisor...  ...to the appropriate internal specialists, and... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Leawood, KS
    23 hours ago
  •  ...five years of relevant experience in trust administration and estate planning, alongside a strong technical background in fiduciary law. The position offers a dynamic opportunity to influence wealth planning decisions while collaborating with clients to achieve their financial... 

    Bank of America

    Kansas City, MO
    2 days ago
  • Capitol Federal Savings Bank is seeking a driven Financial Advisor to provide clarity and long-term financial direction for clients. You...  ...guidance. Key responsibilities include advising on retirement planning, analyzing market trends, and executing a personal marketing... 

    Capitol Federal Savings Bank

    Overland Park, KS
    4 days ago
  • Capstone Financial, LLC is looking for a motivated Inexperienced Financial Advisor in Overland Park, Kansas. This role is perfect for those eager to build a career in financial planning with strong long-term potential. Key responsibilities include client business development... 

    Capstone Financial, LLC

    Overland Park, KS
    1 day ago
  • $1,000 per month

     ...internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from varying academic backgrounds and experiences, begin... 
    Internship
    Full time
    Local area

    Unavailable

    Leawood, KS
    1 day ago
  •  ...advanced financial tools to assess client needs, offering comprehensive financial solutions including investment opportunities and retirement planning. Benefits include top-tier health coverage and career growth opportunities. #J-18808-Ljbffr WealthBridge Financial Group

    WealthBridge Financial Group

    Olathe, KS
    1 day ago
  • $60k - $75k

     ...client, a boutique, client-focused wealth management firm is seeking an...  ...work directly with a senior advisor and develop into an Investment...  ...a strong mix of financial planning, client interaction, and portfolio...  ...to obtain Why Join Clear path to Investment Advisor Representative... 
    Flexible hours

    Nbutexas

    Overland Park, KS
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Planning Intern - Mentored Path to Advisor. Be the first to apply!