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 2 days ago
Similar jobs that could be interesting for youBased on the Financial Consultant: Wealth & Retirement Planner in Kansas City, MO vacancy
  • $150k - $250k

     ...Wealth Advisor Join Aprio's Wealth Management team and you will...  ...of Tax Planning, Financial Planning, and investment Management...  ...concepts, investments, estate and retirement planning, and insurance. Our...  ...non-attest tax and consulting services, and Aprio, LLP providing... 
    Suggested
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Overland Park, KS
    4 days ago
  • A leading financial advisory firm is seeking a licensed Financial Advisor to provide comprehensive wealth management and retirement planning services. This remote/hybrid role requires active Series 6 or 7, Series 63 or 66, and insurance licenses. Ideal candidates will have... 
    Suggested
    Remote job
    Flexible hours

    Wisepath Financial Group

    Overland Park, KS
    5 days ago
  •  ...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... 
    Suggested
    Full time
    Work at office

    PostRock Partners, LLC

    Kansas City, MO
    2 days ago
  • 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... 
    Suggested
    Full time
    Work at office

    PostRock Partners, LLC

    Kansas City, MO
    3 days ago
  • Chase Wealth Management seeks a Private Client Advisor in Missouri to provide exceptional financial planning and advice. You will cultivate client relationships, offering personalized...  ...package including health care and retirement options is offered. #J-18808-Ljbffr TwinThread
    Suggested

    TwinThread

    Kansas City, MO
    5 days ago
  • $150k - $300k

    MedicareSchool.com in Kansas City seeks full-time Wealth Advisors to serve Medicare clients directly, emphasizing a high level of client...  ...experience. The role involves advising clients aged 60-75 on retirement income planning and requires a CFP® designation or actively... 
    Full time

    MedicareSchool.com

    Kansas City, MO
    3 days ago
  • 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... 

    WealthBridge Financial Group

    Kansas City, MO
    4 days ago
  • $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 office
    Shift work
    Day shift

    NACBA

    Kansas City, MO
    1 day ago
  • 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... 
    Full time

    Creative Planning

    Overland Park, KS
    1 day 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
    5 days ago
  • 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... 

    Prime Capital Financial

    Overland Park, KS
    2 days ago
  • A prominent financial institution is seeking a Private Wealth Advisor to serve ultra-affluent clients looking to grow and preserve their wealth. The successful candidate will leverage a team approach to deliver personalized financial solutions and guidance. Responsibilities... 
    Work at office

    FNBO

    Kansas City, MO
    3 days ago
  • $126.83k - $215.61k

     ...into our organization’s success. Summary Of The Job The Private Wealth Advisor is a trusted advisor who will serve ultra-affluent...  ...team of experts that will help families identify and meet their financial goals and objectives. Advisors and Specialists will work as a team... 
    Contract work
    Temporary work
    For contractors
    Work experience placement
    Work at office
    Local area

    FNBO

    Kansas City, MO
    3 days ago
  • DataAnnotation is seeking a Wealth Management Advisor in the United States to help train AI in financial principles while offering the flexibility of remote work. This role allows you to tailor your schedule, undertaking part-time or full-time work on various finance projects... 
    Remote job
    Hourly pay
    Full time
    Part time

    DataAnnotation

    Kansas City, MO
    4 days ago
  • A leading financial institution in Overland Park seeks a Private Wealth Advisor to serve ultra-affluent clients. The advisor will work collaboratively with a team to meet complex financial goals, providing tailored investment and wealth management solutions. Ideal candidates... 
    Work at office

    First National Bank of Omaha

    Overland Park, KS
    4 days ago
  •  ...Senior Wealth Advisor - Partner Are you confined by the comp squeeze/ownership friction...  ...term equity, partnership, and lucrative retirement options. Elevate Your Practice to a...  ...designed to align your long-term financial success with the enterprise value you help... 
    Work at office

    Thorndale Partners

    Overland Park, KS
    4 days ago
  • $90k - $250k

    FINANCIAL ADVISOR - WEALTH MANAGEMENT ADVISOR | INVESTMENT ADVISOR REPRESENTATIVE | RETIREMENT PLANNING SPECIALIST LOCATION: Remote / Hybrid, United States JOB TYPE: Full-Time...  ...Economics, or related field Certified Financial Planner (CFP), ChFC, or similar designation... 
    Full time
    Remote work
    Flexible hours

    Wisepath Financial Group

    Overland Park, KS
    5 days ago
  • Most wealth advisor seats start with a quota and an empty pipeline. This one starts with 70,000 people who already...  .... The clients themselves are typically 60 to 75, financially serious, and looking for help with retirement income planning: annuities, AUM, Social Security... 
    Full time

    MedicareSchool.com

    Kansas City, MO
    3 days ago
  • Western & Southern Financial Group seeks a Financial Representative in Overland Park, Kansas. The role focuses on meeting the needs of middle...  ...clients through risk protection, financial security, and wealth creation. Key responsibilities include identifying markets, conducting... 

    Western & Southern Financial Group

    Overland Park, KS
    1 day ago
  • WealthBridge Financial Group in Overland Park is seeking a results-oriented Financial Consultant to join our team. In this role, you will engage with clients to understand...  ...expertise for investment opportunities and wealth management. We value strong analytical and problem... 

    WealthBridge Financial Group

    Overland Park, KS
    5 days ago
  •  ...Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and...  ...Services has been helping Americans plan for and enjoy a secure retirement for more than half a century. We are an industry-leading... 
    Local area
    Immediate start
    Remote work
    Relocation

    Corebridge Financial, Inc.

    Kansas City, MO
    4 days ago
  • A financial services company in Overland Park is seeking a results-oriented Financial Consultant to join their team. This role involves engaging with clients to assess their financial...  ...as top-tier health coverage, a 401(k) retirement plan, and opportunities for career growth... 

    WealthBridge Financial Group

    Overland Park, KS
    5 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 work

    Corebridge Financial, Inc.

    Kansas City, MO
    19 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
    5 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
    3 days ago
  • WealthBridge Financial Group is looking for a results-oriented Financial Consultant based in Overland Park, Kansas. You will engage with clients to understand their financial objectives, providing tailored advice and strategies to guide them towards their financial goals... 

    Wealthbridge-Financial-Group

    Overland Park, KS
    5 days ago
  • $98k - $162.5k

    NACBA is seeking a Senior Credit Underwriter who will perform comprehensive financial analysis and support credit decisions for ultra-high-net-worth clients. This role involves evaluating credit worthiness, monitoring portfolio performance, and ensuring adherence to policies... 

    NACBA

    Kansas City, MO
    1 day ago
  • WealthBridge Financial Group is looking for a results-oriented Financial Consultant in Kansas City. The successful candidate will engage clients to provide tailored...  ...solutions, including investment opportunities and retirement planning. Applicants should have a Bachelor's... 

    WealthBridge Financial Group

    Kansas City, MO
    3 days ago
  • A staffing agency is seeking a skilled Financial Advisor in Kansas City to help clients achieve their financial goals through holistic planning. This role focuses on collaborating with school districts and teachers, emphasizing integrity and excellent client service. Candidates... 

    Inceed

    Kansas City, MO
    4 days ago
  •  ...for delivering high-quality financial education services to 401(k)...  ...Creative Planning’s comprehensive wealth management services for...  ...extend beyond workplace retirement planning and making thoughtful...  ...internal teams, plan sponsors, and consultants to identify needs and... 

    Creative Planning

    Kansas City, MO
    2 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!