Financial Advisor
Capfed
## Financial AdvisorApplylocations: Overland Park, KStime type: Full timeposted on: Posted 3 Days Agojob requisition id: R-101410**Job Description:****Job Title:** Financial Advisor**Location:** Overland Park, KS**Employment Type**: Full-Time**About Capitol Federal**At **Capitol Federal Savings Bank**, we are committed to helping individuals, families, and communities achieve financial success. With a long-standing tradition of integrity, service, and financial stewardship, we strive to deliver exceptional banking experiences to every customer we serve.Our team members are the foundation of our success. We believe in fostering a supportive environment where employees can grow professionally, contribute meaningfully, and build rewarding careers.**Position Summary**This position is responsible for managing an individual portfolio through the development and servicing of investment relationships. Promotes the relationship banking concept through deposit accounts and other banking services to prospective and existing customers. Applies advanced knowledge of investment principles and technologies to work performed.**Key Responsibilities**The responsibilities listed below represent the primary duties of this position. Additional duties may be assigned as needed.* Sells securities to corporations, banks, individuals, partnerships, foundations or trust customers which meet their needs or purchases securities when customer objectives change or need arises.* Counsels with customers on investment related topics including retirement planning, tax planning, income management, suitability and investment objectives.* Maintains and services current customer accounts by answering questions about the market, appraising the customer’s portfolio, giving investment advice and acting as a liaison with other departments within the Bank.* Performs investment related research on products, the market and the economy.* Develops and maintains a personal marketing plan to identify target markets, prospect new customers and further develop individual portfolio of existing customers. Monitors production activity and ensures individual sales goals are met.* Perform other duties as assigned.* Participate in proactive team efforts to achieve departmental and company goals.* Must comply with current applicable laws, regulations and bank policies and procedures. Comply with all safety policies, practices and procedures.* Report all unsafe activities to supervisor and/or Human Resources.**Experience*** Three to five years of similar or related experience, including preparatory experience.* Has a demonstrated ability to sell and negotiate financial products.* A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.**Required Qualifications*** A college degree and a professional certificate or a post graduate degree.* Valid driver’s license.* Has a current Series 7 and 66 (or Series 63 and 65), a current MSRB Series 52 and State of Kansas life insurance licenses.**Core Competencies**Successful candidates typically demonstrate the following competencies:* Customer Focus* Communication Skills* Integrity and Professionalism* Problem Solving* Attention to Detail* Team Collaboration* Unconditional Ethics**Why Join Capitol Federal?**Capitol Federal offers employees a supportive workplace and opportunities for career growth.Benefits may include:* Competitive compensation* Retirement and savings plans* Flexible Spending Accounts* Paid time off and holidays* Employee Assistance Program* Health, Dental, Life and Disability coverage* Parental Leave* Professional development opportunities* Career Advancement PathwaysCapFed is an equal opportunity employer. #J-18808-Ljbffr
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- ...Job Description: Job Title: Financial Advisor Location: Overland Park, KS Employment Type : Full-Time About Capitol Federal At Capitol Federal Savings Bank , we are committed to helping individuals, families, and communities achieve financial success...SuggestedFull timeFlexible hours
$61k - $119k
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- ...Financial Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to...Local areaImmediate startRemote work
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Northwestern Mutual Life Insurance Company in Olathe, KS seeks a Financial Advisor to help clients achieve their financial goals. This position allows you to build a business focused on personalized financial planning and client relationships. As a Financial Advisor, you...For contractors- ...we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and... ...long‑term relationships. We also believe in developing future advisors early by giving them real exposure, meaningful mentorship, and...Full timeInternship
- ...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....
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- Synergy Wealth Solutions in Overland Park is seeking an Experienced Financial Advisor with a track record in building client relationships and generating business. You will deliver holistic financial planning and cultivate deep client relationships in a supportive and growth...
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- A leading financial services firm in Olathe, Kansas, is seeking passionate individuals for virtual consultations with clients. This role emphasizes building strong client relationships and provides a flexible work schedule, allowing you to balance personal and professional...Remote jobWeekly payFlexible hours
- Micro1 is looking for a Financial Advisor (CFA or CFP) to help train next-generation AI systems. In this remote role, candidates will apply their financial expertise to shape how models learn through real-world input. Responsibilities include evaluating financial scenarios...Remote job
$100k - $250k
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform... ...while helping more customers achieve financial freedom. Financial Advisor & Planner - Role Overview The Financial Advisor & Planner assists...16 hoursTemporary workCasual workLocal areaRemote workFlexible hours- Synergy Wealth Solutions is looking for a motivated Inexperienced Financial Advisor in Overland Park, Kansas. This role emphasizes building relationships and developing skills in financial planning and business development. You will receive paid training and mentorship...
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