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

Financial Consultant: Wealth & Retirement Planner

WealthBridge Financial Group

WealthBridge Financial Group is seeking a results-oriented Financial Consultant in Kansas City to engage clients and 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, all while fostering long-term client relationships. Comprehensive benefits include top-tier health coverage and a 401(k) retirement plan. #J-18808-Ljbffr WealthBridge Financial Group

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant: Wealth & Retirement Planner in Kansas City, MO vacancy
  • WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage with clients, understand their financial objectives, and provide tailored strategies for investments, retirement planning, and wealth management. You will leverage advanced financial... 
    Suggested

    WealthBridge Financial Group

    Overland Park, KS
    4 days ago
  • $96.1k - $135.7k

     ...is based on the idea that transforming financial lives starts by giving our people the freedom...  ...freedom. Empower Yourself.The Premier Wealth Advisor will be an essential member of...  ...at delivering effective client consultations - always composed, professional, and skilled... 
    Suggested
    16 hours
    Full time
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Local area
    Remote work
    Work from home
    Work visa
    Flexible hours

    Empower Retirement

    Shawnee Mission, KS
    4 days ago
  • WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial...  ..., including investment opportunities, retirement planning, and wealth management strategies, while collaborating... 
    Suggested

    WealthBridge Financial Group

    Overland Park, KS
    5 days ago
  •  ...We are seeking an experienced Wealth Advisor to provide comprehensive financial planning and tailored investment solutions within a personalized, concierge client experience. This role partners closely with high-net-worth individuals, families, executives, business... 
    Suggested

    Windward Recruiting

    Overland Park, KS
    4 days ago
  • $90k - $100k

     ...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who...  ...Advisor to build and manage a holistic wealth management practice. You'll provide comprehensive...  ...solutions, and risk management to retirement plan participants, individual investors,... 
    Suggested
    Temporary work
    Local area
    Flexible hours

    CAPTRUST

    Leawood, KS
    2 days ago
  •  ...contribute to the company's success. As a Wealth Advisor in PNC Wealth Management, you will...  ...STEM OPT for this position. Job Description Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group, Inc.

    Kansas City, MO
    4 days ago
  • $115k - $175k

     ...organization’s success. Summary of the Job: The Private Wealth Advisor is a trusted advisor who will serve ultra-affluent clients...  ...of experts that will help families identify and meet their financial goals and objectives. Advisors and Specialists will work as a team... 
    Full time
    Contract work
    Temporary work
    For contractors
    Traineeship
    Internship
    Work at office
    Local area

    First National Bank of Omaha

    Kansas City, MO
    4 days ago
  • TIAA in St. Louis, MO seeks a Wealth Management Advisor to build and deepen relationships with high-net-worth clients. You will act fiduciary, tailor financial strategies, and guide clients into retirement while collaborating with internal specialists. You will drive growth... 
    Flexible hours

    Nuveen

    Kansas City, MO
    4 days ago
  • Nuveen is seeking a Wealth Management Advisor in Overland Park, KS to build and manage a high-net-worth client book. You will act as fiduciary, delivering tailored financial strategies and retirement guidance while expanding relationships and leveraging TIAA's wealth-management... 
    Flexible hours

    Nuveen

    Overland Park, KS
    4 days ago
  • J.P. Morgan Chase is seeking a Private Client Advisor in Chase Wealth Management to provide comprehensive financial planning and advice to individuals and families. You will build relationships with a diverse client base, offer advised solutions, and leverage Chase referrals... 

    Aumni

    Kansas City, MO
    2 days ago
  • $80k - $95k

     ...resources and solutions, The Wealth Advisor is part of a team...  ...with clients to identify their financial goals, analyze their...  ...Relationship Management Collaboration Consultative Communication Continuous...  ...Strategy Prioritizes Effectively Retirement Planning Selling Sales TIAA... 
    Work experience placement
    Work at office

    TIAA

    Overland Park, KS
    4 days ago
  • First National Bank of Omaha (FNBO) seeks an UHNW Financial Advisor to serve ultra-affluent clients, building, growing, and preserving wealth with a dedicated team of experts. The role emphasizes personalized education, education, guidance, and solutions across investment... 

    First National Bank of Omaha

    Kansas City, MO
    3 days ago
  • Empower Retirement, LLC seeks a Premier Wealth Advisor to join a dedicated client practice for Empower Private Clients with $5M+ in assets. You will...  ...a high-touch, personalized experience guiding complex financial planning and investment strategy in partnership with your... 

    Empower Retirement, LLC

    Overland Park, KS
    4 days ago
  • TIAA in Overland Park, KS is hiring a Wealth Advisor to partner with clients, analyze financial landscapes and develop tailored investment plans. You will work with a team to grow your book through referrals and strategic client solutions. Role requires 3+ years in financial... 

    TIAA

    Overland Park, KS
    4 days ago
  • PNC Wealth Management in Missouri seeks an experienced Wealth Advisor to consult on investment and insurance strategies, develop comprehensive financial plans, and manage a growing client portfolio. You will build trusted relationships, expand the book of business, and... 

    PNC Financial Services Group, Inc.

    Kansas City, MO
    4 days ago
  • Guardian Kansas City is seeking an Associate Financial Representative who loves building relationships and solving problems to help clients...  ...customized financial strategies that build, protect, and grow wealth. Join a collaborative, growth-oriented team that provides... 

    Guardian

    Overland Park, KS
    3 days ago
  • FNBO is seeking an UHNW Financial Advisor in Kansas City, MO. The role focuses on advising ultra-affluent clients with $5M+ investible assets...  ..., leveraging a team-based approach to deliver comprehensive wealth management, planning and fiduciary services. A strong record in... 
    Work at office

    FNBO

    Kansas City, MO
    2 days ago
  • $55k - $200k

    A financial services firm in Overland Park, Kansas is seeking an Investment Consultant to join their team. This entry-level position offers a strong base salary ranging from...  ...setting and performance tracking to support team success. #J-18808-Ljbffr Caliber Wealth Management
    Remote work

    Caliber Wealth Management

    Overland Park, KS
    6 days ago
  • Guardian Kansas City is seeking an Associate Financial Representative to help clients build financial confidence and lasting legacies. You...  ..., and business owners to translate goals into personalized wealth strategies and practical plans. This role emphasizes coaching,... 

    Guardian Life

    Overland Park, KS
    3 days ago
  • Skybound Wealth Management USA seeks an Investment Adviser to build strong client relationships and provide holistic financial planning and investment advice. The role focuses on domestic...  ...collaboration across tax advisors and estate planners. The ideal candidate brings 3-5... 

    Skybound Wealth Management Ltd

    Kansas City, MO
    5 days ago
  • OneDigital is seeking a Wealth Advisor Operations professional to provide high-level support to the Wealth Advisor community and internal teams. You will be the central contact for service requests, data quality, and multi-custodian workflows across major platforms and... 

    OneDigital

    Overland Park, KS
    1 day ago
  • Commerce Bank in Overland Park, Kansas is seeking a motivated Financial Advisor to sell investment products to individual investors. You will manage an existing client book, partner with internal teams to create new opportunities, and use digital tools to enhance the client... 

    Commerce Bank

    Overland Park, KS
    2 days ago
  • First National Bank of Omaha is seeking a Senior Financial Advisor to provide comprehensive financial planning and investment management to affluent clients. The role includes advising clients on investment objectives and collaborating with internal bank specialists. The... 

    First National Bank of Omaha

    Overland Park, KS
    5 days ago
  • New York Life Insurance Co. in Kansas City seeks an entry-level Financial Advisor with strong listening and communication skills to help clients plan their financial futures and build lasting relationships. You will assess cash flow and financial status, create customized... 

    New York Life Insurance Co.

    Kansas City, MO
    6 days ago
  • Commerce Bank in Independence, MO is looking for a Financial Advisor to sell investment products to individuals and manage an existing client book, while partnering with internal teams to create new business opportunities. Requirements include a Bachelor's degree or equivalent... 

    Mercantil Commerce Bank

    Independence, MO
    6 days ago
  • $50k

    A financial services company in Kansas City seeks a Financial Advisor to manage client relationships and sell investment products. The ideal candidate will have over 5 years in financial services, a Bachelor's degree, and required FINRA licenses. Responsibilities include... 
    Full time

    Commerce Bank

    Kansas City, MO
    6 days ago
  • WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team in Kansas City, MO. You will engage with clients to understand their financial objectives and provide tailored advice and strategies. Your role will empower clients to make... 

    WealthBridge Financial Group

    Kansas City, MO
    4 days ago
  • $160.2k - $288.84k

     ...compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee...  ..., configuring, and operating T-Mobile's Oracle EPM and ERP Financials landscape, with deep expertise across Account Reconciliation... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Local area
    Flexible hours

    T-Mobile

    Overland Park, KS
    7 days ago
  •  ...Job Description Job Description Job Title: Financial Technology Consultant Department: Sales - Bank Equipment Solutions Reports To: Regional Sales Manager Location: Kansas City MO Position Overview: 56 year old Professional Security Company seeking... 
    Fixed term contract

    Federal Protection Inc

    Kansas City, MO
    4 days ago
  • A leading financial services provider is looking for a Financial Advisor to assist clients in planning their financial futures. This role involves meeting clients, leveraging company tools for operations, and utilizing marketing resources to expand the client base. Candidates... 
    Remote job

    Corebridge Financial, Inc.

    Kansas City, MO
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Consultant: Wealth & Retirement Planner. Be the first to apply!