Wealth Acquisition Specialist
Creative Planning
A leading financial services firm in Overland Park, Kansas is hiring an Account Executive to drive client acquisition by qualifying leads and setting appointments for Wealth Managers. Ideal candidates should possess strong sales acumen and communication skills, with a keen interest in finance. This full-time role offers growth opportunities, making it suitable for recent graduates or experienced sales professionals. Responsibilities include managing outbound calls, conducting initial screenings, and achieving monthly targets. #J-18808-Ljbffr Creative Planning
$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 ManagementSuggestedRemote work- ...CITY AGENCY in Overland Park is seeking an Associate Financial Specialist. This role is vital in helping clients develop financial strategies... ...opportunities, and deliver tailored solutions in areas like wealth accumulation and retirement planning. The ideal candidate is...Suggested
- WizeHire, Inc is looking for a motivated Associate Financial Specialist to join their team in Overland Park, Kansas. This position focuses... ...strategies to clients, helping them build and protect their wealth. Ideal candidates should be client-focused and have the ability...Suggested
$50 - $60 per hour
...in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be able to choose which projects you want to...SuggestedHourly payContract workFor contractorsWork experience placementRemote work- ...provide tailored financial strategies. You'll leverage financial expertise to offer investment opportunities, retirement planning, and wealth management solutions. The role involves utilizing advanced financial tools for assessments and developing effective action plans,...Suggested
- Prime Capital Financial is seeking a Wealth Consultant (Business Development Associate) in Overland Park, Kansas. This role is pivotal in the client journey, handling outbound sales calls and managing client inquiries. Candidates will have a strong background in sales...
$50 - $60 per hour
...in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position You’ll be able to choose which...Hourly payContract workWork experience placementRemote workFlexible hours- Midwest Trust Company in Overland Park seeks a Middle Office Associate to support Trust Officers with investment operations and client transactions. Responsibilities include onboarding new accounts, asset transfers, and reconciliation activities. The ideal candidate should...Work at office
- ...Underwriter (SCU) partners closely with the Credit Advisor (CA) to develop and expand custom lending relationships with strategic wealth clients. This role supports responsible and profitable loan and revenue growth while managing a portfolio of existing, complex credit...Work at officeShift workDay shift
- ...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...
$98k - $162.5k
...Underwriter (SCU) partners closely with the Credit Advisor (CA) to develop and expand custom lending relationships with strategic wealth clients. This role supports responsible and profitable loan and revenue growth while also managing a portfolio of existing credit relationships...Work at officeShift workDay shift$50k - $55k
...within 24 hours Benefits: Paid time off Signing bonus 401(k) matching Bonus based on performance You May Be a Great Fit as an Acquisitions Specialist at The Hale Agency if: You're the person people call first when life goes sideways - calm, steady, and ready to help. You...For contractorsWork at officeRelocation package- ...The PostRock Family of Companies (PostRock Partners multi-family office, PostRock Private Wealth and PostRock Trust Company) specializes in providing comprehensive wealth management services to multigenerational families with significant wealth and complex financial needs...Full timeWork at office
- 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
$50k - $55k
...Acquisitions Specialist at The Hale Agency At The Hale Agency, we're here to help people protect what matters most. We take pride in serving our community with integrity, care, and real support. Whether we're helping someone navigate a claim or personalize a plan, we...For contractorsWork at office- Capitol Federal Savings Bank is seeking a driven Financial Advisor to provide clarity and long-term financial direction for clients. You'll manage a personal book of business and help clients achieve their financial dreams with strategic investment guidance. Key responsibilities...
- A multi-family office in Kansas City is seeking a full-time Private Wealth Advisor to provide expert financial planning and investment strategies to high-net-worth clients. The ideal candidate will possess strong relationship management skills and a bachelor's degree in...Full timeWork at office
- ...management to affluent clients. The role includes advising clients on investment objectives and collaborating with internal bank specialists. The ideal candidate will have a Bachelor's degree, 3 years in the financial services sector, and relevant FINRA registrations. This...
$93k - $123.5k
A prominent financial institution is seeking a Product Manager - Wealth Management in Kansas City. This role focuses on leading investments initiatives, creating strategic business plans, and delivering product roadmaps. Candidates should possess a Bachelor's degree in...- Chief of Staff KC is seeking Wealth Advisors (Associate and Senior) in Kansas City. The firm focuses on fiduciary practices with a collaborative culture. Associates will support financial plans, while Senior Advisors will lead client relationships and mentor lower-level...
$174k - $202k
...East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Wealth Management, Investment Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a...Work at officeRelocationRelocation package$166k - $249k
.../or skills. Applications should be submitted for consideration no later than 07/31/2026. Who We’re Looking For You’re a seasoned wealth management leader with a strong track record of advising high‑net‑worth clients and growing relationships through trust, expertise,...- Empower Retirement, LLC is seeking a Financial Advisor & Planner to support clients in their financial matters and enhance client relationships. This role focuses on providing high-level service to clients by managing finances and offering advice on investment and retirement...Remote jobFlexible hours
- ...Job Description Job Description Wealth Management Advisor Mission Woods, KS An established and growing wealth management... ...advising ~ Proven track record of business development and client acquisition ~ Ability to speak to annual AUM growth and new assets...Immediate start
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients in Olathe, Kansas. In this role, you'll provide tailored financial advice and strategies to help clients achieve their financial goals, including investment and retirement...
- We’re Looking for an experienced Actuarial Assistant! Security Benefit is a leader in the U.S. retirement market with more than $60 billion in assets under management. We offer opportunities to thrive, innovate, and make an impact. As part of our team, you’ll play a key...Full timeTemporary workWork at officeRemote workFlexible hours
- Security Benefit in Overland Park is seeking an experienced Actuarial Assistant to provide actuarial analysis and contribute to the valuation of retirement products. The ideal candidate will have a Bachelor’s degree related to Actuarial Science or Mathematics, and a commitment...
- Alpine Private Wealth is a boutique wealth management firm whose fiduciary duty holds us to the highest level of client care in the financial services industry. That is why we are dedicated to serving as a steadfast advocate for the financial well-being of our clients....Permanent employment
- A boutique wealth management firm in Missouri is seeking a Private Client Associate to support Advisors and directly assist clients. Responsibilities include account management, report preparation, and enhancing client relationships. Candidates should demonstrate excellent...
$120k - $160k
Location Overland Park, KS (Kansas City Metro) Employment Type Full-time, In-Office Salary $120,000 - $160,000/year + equity Relocation Assistance Relocation assistance provided for out of state candidates Role Overview Steadily is hiring an Actuary in the Kansas City ...Full timeWork at officeRelocation package
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