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

Financial Advisor - 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. Qualifications 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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients in Topeka, KS vacancy
  •  ...WealthBridge Financial Group is seeking a results-oriented Financial...  ...position, you will engage with clients to understand their financial...  ...with tailored advice and strategies that align with their goals....  ...decisions. You will utilize advanced financial tools and analytics... 
    High net worth

    WealthBridge Financial Group

    Silver Lake, KS
    4 days ago
  •  ...A leading engineering firm is looking for an Industrial Client Service Leader to expand its presence in the growing data center market. The ideal candidate will be a strategic leader with experience in EPC projects, including power delivery and water systems. Responsibilities... 
    Suggested

    CDM Smith

    Topeka, KS
    4 days ago
  • $105.79k - $141.05k

     ...and testing Lumen’s network strategy plan to support demand growth...  ...reduction strategies to increase financial flexibility. · Simply...  ...function across network space. · Advanced financial acumen and...  ...through the selection process. Learn more about Lumen's: #LI-Remote... 
    Suggested
    Full time
    Temporary work
    Remote work
    Work from home

    Lumen

    Topeka, KS
    3 days ago
  •  ...Bankers Life® Financial Advisors help clients live more and worry less through personalized...  ...with help from industry-leading training, mentors, and...  ...· Desire for continuous learning What we offer: • Award...  ...structure • Progressive advancement opportunities • Flexible... 
    Suggested
    Work at office
    Flexible hours

    Bankers Life

    Topeka, KS
    4 days ago
  • $72k - $90k

     ...work benefits our clients and partners as much...  ...provider leading the AI and Digital...  ...combines the power of strategy, execution and partnership...  .... Through its Advanced Technology Center,...  ..., and lessons learned Create project...  ...budgets, analyze financial reports, and track... 
    Suggested
    Full time
    Remote work
    Shift work

    World Wide Technology

    Topeka, KS
    3 days ago
  • $124k - $211k

     ...Job Description The Lead Actuary – Pharmacy...  ...existing and prospective clients. This role partners closely...  ...market research and financial modeling Present...  ...implications for pricing strategy Ensure compliance...  ...Qualifications Advanced proficiency in Excel;... 
    Work experience placement
    Local area
    Remote work
    Visa sponsorship
    Work visa

    Prime Therapeutics

    Topeka, KS
    1 day ago
  •  ...Autodesk is seeking a strategic leader to develop and drive its global workforce development strategy. This role requires a deep understanding of the workforce ecosystem and strong relationship management with workforce agencies and educational institutions. The ideal... 
    Remote work

    Autodesk

    Topeka, KS
    3 days ago
  • $79.4k - $136.4k

     ...Position Overview The Database Team Lead oversees the design,...  ...availability, and disaster‑recovery strategies across on‑premises and cloud‑...  ...cloud database services. Advanced DBA or cloud database...  ...of education, certifications, client requirements, contract-specific... 
    Contract work
    Work at office

    ASM Research, An Accenture Federal Services Company

    Topeka, KS
    3 days ago
  •  ...Placement Client Manager - Transportation Marsh McLennan Agency (MMA) provides business...  ...with the global resources of the world's leading professional services firm, Marsh (NYSE:...  ...team, you will Engage in new and renewal strategy meetings with appropriate service team and... 
    Work at office
    Local area
    Night shift

    North American Transportation Management Institute

    Topeka, KS
    2 days ago
  • $142.6k - $261.5k

     ...objective is to provide clients with a unique...  ...view to address strategy, customer value, user...  ...client charging, lead delivery streams,...  ...Milestones, Billing, MRP. Advanced Results Analysis...  ...Accounting Financial Accounting Material...  ...connected teams. Learn more. We offer a comprehensive... 
    Summer holiday
    Flexible hours

    Ernst & Young Oman

    Topeka, KS
    4 days ago
  • $91k - $147.2k

     ...impact health for humanity.Learn more at Job Function...  ...Finance Reporting Lead - Endomech and Energy...  ...execution team as well as the Strategy and Transformation...  ...coupled with effective financial tracking is critical for...  ...making is required Advanced knowledge in Financial... 
    Full time
    Temporary work
    Local area
    Remote work
    Worldwide

    Johnson & Johnson

    Topeka, KS
    4 days ago
  •  ...Lead Project Manager - Data Center Arizona - Remote...  ...– for our people, our clients, and our company. We’...  ...leadership and advancement opportunities. Primary...  ...monitor costs, and ensure financial success. Secure resources...  ...techniques and apply strategies to minimize impact. Conduct... 
    Full time
    Contract work
    For contractors
    Remote work
    Flexible hours

    Olsson

    Topeka, KS
    1 day ago
  •  ...Pearson is seeking an Advanced Specialist for Pearson Ventures to contribute strategically...  ...’s mission of empowering lifelong learning. Candidates should possess a BA/BS, a passion...  ...relevant experience, demonstrating skills in financial modelling and strategic analysis. The... 

    Pearson

    Topeka, KS
    2 days ago
  •  ...Edward Jones is looking for a Branch Office Administrator in Topeka, Kansas. The role involves delivering personalized client service, managing various administrative tasks, and contributing to marketing efforts. The ideal candidate will possess strong analytical thinking... 
    Work at office

    Edward Jones

    Topeka, KS
    4 days ago
  • $130.2k - $143.9k

     ...A public sector solutions firm is looking for a Product Manager to lead product strategy for enterprise SaaS products. Responsibilities include managing a team of Product Managers, overseeing vendor relationships, and engaging with stakeholders to address product needs... 
    Remote work

    Public Consulting Group

    Topeka, KS
    4 days ago
  •  ...managing a portfolio of high-net-worth clients, cultivating long-term relationships based...  ..., and performance. Conduct detailed financial assessments to understand clients' goals...  ...: ~2-3 years' experience as Financial Advisor preferred. ~ Bachelor's degree in related... 
    High net worth

    Mangrum Career Solutions LLC

    Topeka, KS
    a month ago
  • $161.5k - $184.3k

     ...A leading financial services provider seeks a Senior Manager, Client Development Affiliate Marketing for their remote team. This role involves partnering with merchants, executing marketing campaigns, and leveraging data for solutions. An ideal candidate has 8+ years... 
    Remote work

    Capital One

    Topeka, KS
    3 days ago
  •  ...guidance of the Exposure Management Lead, you will identify, assess...  ...others while continuously learning and identifying ways to...  ...for most people in external, client‑serving roles to work together...  ...needed to support your physical, financial and emotional well‑being. EY... 
    Summer holiday
    Flexible hours

    Ernst & Young Oman

    Topeka, KS
    2 days ago
  •  ...Teradata Corporation (SE) in Topeka, Kansas is seeking a senior IP legal advisor to lead their enterprise-wide intellectual property strategy. The successful candidate will work closely with executive leadership and cross-functional teams to protect and monetize Teradata... 

    Teradata

    Topeka, KS
    3 days ago
  •  ...Park Overview The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk...  ...obtained from clients to determine strategies for meeting clients' financial...  .... - Preferred Ability to lead, coordinate and develop an effective... 
    Work at office
    Local area

    Western & Southern Life

    Topeka, KS
    5 days ago
  • $21 - $25 per hour

     ...Supervisor is responsible for leading and overseeing a team of up to...  ...alignment with organizational and client expectations. Technology &...  ...customers. Our expertise in strategy, design, execution and...  ...are Allegis Group companies. Learn more at TEKsystems.com. The... 
    Contract work
    Temporary work
    Work at office

    TEKsystems

    Topeka, KS
    3 days ago
  •  ...what you need. When a banker looked at a client, they wouldn’t just see a number, they’d...  ..., there will be opportunities for advancement within our organization. Responsibilities...  ...Skills Previous banking, cash handling or financial service experience 6+ Months of demonstrated... 
    Full time
    Flexible hours

    Bankmw

    Topeka, KS
    2 days ago
  • $29.53k - $56.95k

     ...interaction to improve our customer's financial wellbeing. Our Personal Bankers are fanatics...  ...for engaging conversations that lead to results. Our branch environment is extremely...  ...interaction into an opportunity to learn your clients' financial life priorities and connect... 
    Local area
    Monday to Friday
    Flexible hours
    Afternoon shift

    UMB

    Topeka, KS
    4 days ago
  •  ...solve problems and offer smart financial solutions A positive attitude and a drive to keep learning A bachelor’s degree and...  ...problems, and becoming trusted advisors within their communities. Essential...  ...existing portfolio of commercial clients Analyze financial statements,... 
    Local area

    Dream First Inc

    Topeka, KS
    3 days ago
  • $143k - $243k

     ...potential owners and clients. This position will create...  ...of innovative pricing strategies and influencing senior...  ...the RFP process. Lead, manage and review ad...  ...using market research, financial projections, and...  ...Additional Qualifications Advanced level of proficiency... 
    Work experience placement
    Local area
    Remote work
    Visa sponsorship
    Work visa

    Prime Therapeutics

    Topeka, KS
    5 days ago
  •  ..., KS – Onsite Overview Advisors Excel is on the hunt for...  ...digital campaigns for financial advisors, with a primary...  ..., from ad creative to lead conversion. If you love...  ...creative, and follow-up strategy Collaborate with...  ...Familiarity with high-net-worth (HNW) or financial services... 
    High net worth

    Advisors Excel

    Topeka, KS
    3 days ago
  •  ...through. Gain technical knowledge by researching and learning tax laws as required. Analyze client information and offer recommendations for reducing...  ...liabilities. Communicate effectively with tax managers, advisors, and their clients in a timely and professional... 
    High net worth
    Full time
    Work at office
    Local area

    Focus Partners Wealth

    Topeka, KS
    4 days ago
  • $115k - $145k

     ...-from developing case strategy to conducting complex...  ...such as: Developing financial and economic models;...  ...expert written reports; Leading teams of junior...  ...colleagues, experts, and clients. Our small size provides...  ..., we host continuous learning and development... 
    Full time
    Work experience placement
    Local area

    Cornerstone Research

    Topeka, KS
    3 days ago
  •  ...Job Description Salary: Experienced Financial Advisor Topeka, KS Our firm is growing, and...  ...accounting professionals to serve clients well. ABOUT US At Swindoll, Janzen...  ...to deliver integrated planning strategies Manage and grow an existing book of... 
    Work at office

    SJHL

    Topeka, KS
    9 days ago
  • $95k - $110k

     ...Job Description As a leading financial services and healthcare technology company based on revenue...  ...consumers through the integration of advanced analytics, clinical insights, and...  ...rebate and pharmacy network optimization strategies Develop tools and processes to monitor... 
    Contract work
    Work experience placement
    Casual work
    Remote work
    Flexible hours

    SS&C Technologies

    Topeka, KS
    4 days ago

Do you want to receive more vacancies?

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