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

Financial Consultant - 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. 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 #J-18808-Ljbffr WealthBridge Financial Group

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients in Kansas vacancy
  •  ...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...  ...tailored advice and strategies that align with their...  .... You will utilize advanced financial tools and analytics... 
    High net worth

    WealthBridge Financial Group

    Linwood, KS
    5 days ago
  •  ...Overview WealthBridge Financial Group is seeking a results...  ...-oriented Financial Consultant to join our team. In...  ...you will engage with clients to understand their financial...  ...tailored advice and strategies that align with their...  .... You will utilize advanced financial tools and analytics... 
    High net worth

    Wealthbridge-Financial-Group

    Olathe, KS
    4 days ago
  •  ...excel at understanding clients’ needs and crafting...  ...relationships including ongoing financial planning (as agreed...  .... Continuous learning, professional development...  ...business development strategies tailored to your strengths...  ...of experience or an advanced post‑graduate degree and... 
    High net worth
    Work experience placement
    Work at office

    BOK Financial

    Topeka, KS
    1 day ago
  •  ...purpose to help make financial lives better...  ...delivering for our clients, teammates,...  ...opportunities to learn, grow, and make an...  ...the opportunity to advance in many roles within...  ...using a defined consultative approach with clients...  ..., and recommend strategies to help clients... 
    High net worth
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Company

    Prairie Village, KS
    3 days ago
  • $72.5k - $85k

    ## Private Client AdvisorApplylocations: KS - Central...  ...about helping people find financial safety and success,...  ...opportunities to grow and learn, to connect with others...  ...Trust has been a leading provider of wealth management...  ...and Core Values* Advance level proficiency with... 
    High net worth
    Full time
    Shift work

    Mercantil Commercebank

    Wichita, KS
    2 days ago
  • $150k - $250k

     ...you will help clients maximize their...  ...Tax Planning, Financial Planning, and...  ...integrate financial strategies and...  ...environment. ~ Advanced knowledge in Excel...  ...continuous learning and advancement...  ...compensation, industry-leading benefits and a...  ...tax and consulting services, and... 
    High net worth
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Overland Park, KS
    2 days ago
  •  ...Sora Resource Group in Topeka, Kansas is seeking a Financial Advisor to build and manage a portfolio of high-net-worth clients. The ideal candidate should have experience in conducting financial assessments and developing tailored investment portfolios. A Bachelor's degree... 
    High net worth

    Sora Resource Group LLC

    Topeka, KS
    4 days ago
  •  ...Riverscape Search Agency is looking for a Financial Advisor based in Topeka, Kansas. This role focuses on building and managing portfolios for high-net-worth clients, requiring expertise in financial assessments and tailored investment advice. Applicants should have a... 
    High net worth

    Riverscape Search Agency

    Topeka, KS
    4 days ago
  • A financial advisory firm in Topeka, United States, is seeking a Financial Advisor to build and manage a portfolio of high-net-worth clients. The role involves conducting financial assessments, developing tailored investment portfolios and collaborating with specialists... 
    High net worth

    Keystone Distinction Group

    Topeka, KS
    1 day ago
  • A leading engineering firm is seeking an Industrial Client Service Leader to expand its data center market. This role involves driving business development and maintaining client relationships in a critical sector. The ideal candidate has 12+ years of experience in EPC... 

    CDM Smith

    Wichita, KS
    5 days ago
  •  ...to serve sophisticated clients across the full...  ...operational infrastructure, advanced tax and planning resources...  ...Serve as the lead fiduciary advisor for...  ...estate, and alternative strategies Coordinate pre- and post...  ...as a wealth advisor, financial advisor, or private wealth... 
    High net worth
    Work at office
    Immediate start

    Simpleciti

    Garden, KS
    4 days ago
  • $81k - $135k

     ...industries, Aprio ensures clients are prepared for...  ...looking for a Financial Planner to join...  ...with clients to learn about their unique...  ...starting out, looking to advance into management or...  ..., industry-leading benefits and a flexible...  ...-attest tax and consulting services, and... 
    High net worth
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Overland Park, KS
    5 days ago
  •  ...delivering outstanding client service as a trusted,...  ...a shareholder of IMA Financial Group – a 50-year-old,...  ...management, tax‑aware strategies, estate planning coordination...  ..., or a related field (advanced degree a plus). FINRA...  ...grow revenue through consultative, advice‑driven sales.... 
    High net worth
    Temporary work
    Internship
    Private practice
    Local area
    Flexible hours

    IMA Financial Group

    Wichita, KS
    4 days ago
  •  ...Wealth Management is a leading provider of...  ...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients...  ...and investment strategies for a client...  ...by using a defined consultative approach to systematically...  ...sales experience Learns and adapts to new... 
    High net worth
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    National Black MBA Association

    Leawood, KS
    5 days ago
  • $61k - $119k

     ...Becoming a financial advisor at Northwestern Mutual is...  ...where you can help your clients achieve their goals...  ...building, and development strategies you need to be...  ...team, or becoming an advanced advisor. Responsibilities...  ...from industry experts, learn the art of client acquisition... 
    For contractors
    Work at office

    Northwestern Mutual

    Olathe, KS
    3 days ago
  •  ...About the job Financial Consultant (Remote) Empower Your Family...  ...About Us: We’re a leading financial services...  ...in the lives of our clients. Why This Role is...  ...clients about financial strategies that align with their...  ...A Willingness to Learn: Whether you’re already... 
    Extra income
    Immediate start
    Remote work
    Work from home
    Flexible hours

    Melius Consulting

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

     ...Overview Becoming a financial advisor at Northwestern...  ...where you can help your clients achieve their goals...  ...building, and development strategies you need to be...  ...team, or becoming an advanced advisor. Responsibilities...  ...from industry experts, learn the art of client acquisition... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Leawood, KS
    4 days ago
  •  ...Transportation Client Coordinator Award-winning, inclusive...  ...impact every day. Learn more about what makes us...  ...model of a local consultant with the global resources of the world's leading professional services firm...  ...within this position and advance into roles increasingly... 
    Work at office
    Local area
    Night shift

    Marsh McLennan

    Leawood, KS
    4 days ago
  •  ...purpose to help make financial lives better...  ...delivering for our clients, teammates,...  ...opportunities to learn, grow, and make an...  ...the opportunity to advance in many roles within...  ...using a defined consultative approach with clients...  ..., and recommend strategies to help clients... 
    High net worth
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Andover, KS
    more than 2 months ago
  •  ...Guardian Kansas City, we believe financial planning is about more...  ...customized financial strategies that help clients build, protect, and grow their...  ...support. Continue learning and developing your expertise...  ...Opportunities for career advancement and long-term growth. The... 

    WizeHire

    Overland Park, KS
    12 hours ago
  •  ...Kansas City, we believe financial planning is about...  ...financial strategies that help clients build, protect, and...  ...proactive support. Continue learning and developing your...  ...Opportunities for career advancement and long-term growth...  ...client experience. Lead with integrity,... 

    Guardian Kansas City

    Overland Park, KS
    1 day ago
  •  ...Client Coordinator - Agribusiness Insurance Our not...  ...impact every day. Learn more about what makes us...  ...service model of a local consultant with the global resources of the world's leading professional services firm...  ...this position and advance into roles increasingly... 
    Work at office
    Local area
    Night shift

    Oliver Wyman, LLC

    Overland Park, KS
    4 days ago
  • $97k - $127k

     ...work with high-net worth clients and advise them in all areas of their financial lives. Associate Wealth Advisors...  ..., Stock Option Exercise Strategies, Insurance Reviews,...  ...clients, with the potential to lead less complex client relationships.* Advanced capability of all wealth,... 
    High net worth
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient Private Wealth LLC.

    Garden, KS
    4 days ago
  • $17 - $27.5 per hour

     ...has been serving clients and communities since...  ...and personalized financial solutions for...  ...relationships Consults with clients/...  ...and continuously learning; focuses on ways...  ...succeed by changing strategies, increasing effort...  ...for further advancement. Licensing or registrations... 
    Full time
    Immediate start

    Old National Bank

    Cloud County, KS
    6 days ago
  •  ...work alongside an amazing team, and build the skills needed to advance your career. What We Offer Full-Time Opportunity Flexible...  ...Restaurant Supervisor & General Manager What You'll Do Lead the team during your shift. Deliver outstanding guest service... 
    Full time
    Start working today
    Flexible hours
    Shift work
    Afternoon shift

    Wingstop

    Kansas City, KS
    6 days ago
  •  ...Client Executive – Employee Health & Benefits Award-winning, inclusive...  ...meaningful impact every day. Learn more about what makes us different...  ...service model of a local consultant with the global resources of the world's leading professional services firm, Marsh... 
    Local area
    Night shift

    Mercer France

    Leawood, KS
    2 days ago
  •  ...Strategic Procurement Lead Koch Ag & Energy Solutions (KAES...  ...operations teams to shape procurement strategies early in the project...  ...plant-based environments Advanced data analysis skills and experience...  ...do best to make life better. Learn how our business philosophy... 
    Contract work

    Koch Industries

    Wichita, KS
    4 days ago
  • $119.83k

     ...leadership role is responsible for advancing remedial action strategies, ensuring the effective...  ...to drive sales growth and client retention. Key...  ...Design-Build Experience: Lead or support the design-build...  ...supporting their efforts to learn and grow. We strive to create... 
    Full time
    H1b

    CDM Smith

    Wichita, KS
    4 days ago
  •  ...technology e-commerce, and financial services. Our contact...  ...agents, leveraging advanced technologies to...  ...careers, access continuous learning and development opportunities...  ...expanding, industry-leading organization.  We are...  ...escalations or client‑facing communications.... 
    Full time
    Contract work
    Temporary work
    Casual work
    Work at office
    Local area
    Remote work

    MCI Careers

    Wichita, KS
    4 days ago
  • $132.5k - $338.3k

     ...Are: Accenture is a leading global professional...  ...90,000 people serving clients in more than 120 countries...  ...combine world-class learning and talent development...  ...offering lifecycle—from strategy and investment...  ...Minimum 6 years of consulting experience, preferably... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Overland Park, KS
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients. Be the first to apply!