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
- ...KANSAS CITY AGENCY in Overland Park is seeking an Associate Financial Specialist. This role is vital in helping clients... ...opportunities, and deliver tailored solutions in areas like wealth accumulation and retirement planning. The ideal candidate is driven by helping...Suggested
$134.28k - $164.12k
## PWM Private Wealth AdvisorApplylocations: Kansas City, MOtime type: Full timeposted... ...businesses we serve to make better and smarter financial decisions and enabling the communities... ...leave* 401(k) and employer-funded retirement plan* Paid vacation (from two to five weeks...SuggestedTemporary workWork experience placementLocal area- ...Partners multi-family office, PostRock Private Wealth and PostRock Trust Company) specializes... ...with significant wealth and complex financial needs. We offer tailored solutions in... ..., risk mitigation, and banking services consulting. We are committed to helping families achieve...SuggestedFull timeWork at office
$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,...SuggestedTemporary workLocal areaFlexible hours- WealthBridge Financial Group is looking for a results-oriented Financial Consultant to engage clients and provide tailored financial advice. You will utilize your expertise... ...including investment opportunities and wealth management strategies. In this role, you will assess...Suggested
$50k - $75k
...seeking a driven, detail-oriented Associate Wealth Advisor to join our team and grow into... ...will help clients develop personalized retirement strategies and actively manage client... ...and take on increasing responsibility in financial planning, client engagement, and long-term...Flexible hours- 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
- Empower Retirement, LLC is seeking a Wealth Advisor based in Overland Park, Kansas to deliver a high-touch client experience while managing financial planning and investment strategies. The ideal candidate will have a Bachelor’s Degree and over 4 years of experience in...
$150k - $250k
Wealth Advisor Join Aprio's Wealth Management team and you will... ...intersection of Tax Planning, Financial Planning, and investment... ...concepts, investments, estate and retirement planning, and insurance. Our... ...non-attest tax and consulting services, and Aprio, LLP providing...Full timeWork at officeLocal areaRemote workFlexible hours- Dormont Manufacturing Co in Missouri is looking for a Wealth Advisor to provide support to high-net-worth clients. The successful candidate will manage client relationships, deliver financial planning advice, and contribute to business development opportunities. Applicants...
- U.S. Bank is seeking a Private Wealth Advisor in Kansas City, MO, to support clients in achieving their financial objectives through holistic planning and specialized advisory services. You'll identify and build relationships with High Net Worth clients while collaborating...
$80 - $110 per hour
Micro1 is seeking a Personal Financial Advisor (Private Wealth) to work remotely. In this role, you'll leverage your financial advisory expertise to improve AI systems training, delivering personalized financial guidance and ensuring compliance with regulations. The ideal...Remote jobHourly pay- Micro1 is seeking a Personal Financial Advisor (Private Wealth) to provide personalized financial guidance while shaping AI systems. This role allows you to apply your expertise in financial planning with no prior experience in AI necessary. You will advise on budgeting...Remote jobHourly payFor contractors
- ...our communities. We aren’t your typical wealth management firm. Our intense client focus... ...’ investments, offering truly in-depth financial planning. We set ourselves apart by actually... ...your overall well‑being. 401(k) retirement plan with match and profit sharing to help...Local area
- Aprio is seeking a Wealth Advisor to join their dynamic team in Overland Park, Kansas. In this role, you will be responsible for advising... ...through contextual advice at the intersection of Tax Planning, Financial Planning, and Investment Management. The ideal candidate will...Remote job
- WealthBridge Financial Group in Missouri is looking for a dedicated Financial Consultant to join their team. In this role, you'll create personalized financial plans, conduct thorough financial analyses, and assist clients in achieving their financial goals. Ideal candidates...
$98k - $162.5k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...develop and expand custom lending relationships with strategic wealth clients. This role supports responsible and profitable loan and...Work at officeShift workDay shift- 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...
$65.6k - $92.68k
...idea that transforming financial lives starts by giving... ...Empower Yourself. The Wealth Advisor will be an... ...delivering effective client consultations - always composed,... ...performing Financial Advisor & Planner, serving our Premier/... ...and life insurance. Retirement savings - 401(k) plan...Remote job16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeFlexible hours$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 ManagementRemote work- 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...
$166k - $249k
...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‑... ...through trust, expertise, and strategic insight. You bring deep financial planning knowledge, a relationship‑first mindset, and the...- Forvis Mazars, LLP in Missouri is seeking a Wealth Management Associate Advisor to support senior advisors in providing comprehensive... ...and a problem-solving attitude. This role includes assisting in financial planning, investment management, and developing strategies for...Flexible hours
$50k - $75k
Benchmark Financial Group, LLC in Overland Park, KS is seeking a driven Associate Wealth Advisor to help clients develop personalized retirement strategies. This senior advisor-track position is aimed at professionals looking to build a long-term career in financial advising...- Voya Financial Advisors in the United States, Missouri, is looking for a Financial Professional to join their team in retail wealth management. The position is focused on client acquisition and financial planning, particularly in defined contribution and investment strategies...
- ...& Co. seeks a Private Client Advisor in Kansas City to provide comprehensive financial planning and advice. You will work with a diverse client base, from novice savers to significant wealth individuals, delivering personalized investment solutions that foster long-term...
- ...Inc is looking for a motivated Associate Financial Specialist to join their team in... ...clients, helping them build and protect their wealth. Ideal candidates should be client-focused... ...guidance in investments, insurance, and retirement planning. This role offers an exciting...
- ...Advisors in Kansas City is actively seeking a Wealth Management Associate for its Retirement Benefits Group. This role emphasizes client engagement and requires expertise in financial products, ensuring tailored consultations for clients. Candidates should possess a...Remote workFlexible hours
$49k - $200k
AMERICAN SENIOR BENEFITS LLC in Overland Park, Kansas, seeks an experienced insurance agent to provide customized retirement planning solutions. The role requires active engagement with clients and compliance with regulations, emphasizing relationship-building and exceptional...- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand... ..., including investment opportunities, retirement planning, and wealth management strategies. As a Financial...
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