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

Wealth Strategy Advisor: Financial Planning Expert

WealthBridge Financial Group

A leading financial consulting firm in Olathe, Kansas is seeking a results-oriented Financial Consultant to join their team. This role involves engaging with clients to understand their financial objectives and providing tailored advice and comprehensive solutions, including investment opportunities and retirement planning. The ideal candidate will have a bachelor’s degree in finance or accounting and strong analytical and communication skills. The position offers excellent benefits including top-tier health coverage and a 401(k) retirement plan. #J-18808-Ljbffr WealthBridge Financial Group

Vacancy posted 13 hours ago
Similar jobs that could be interesting for youBased on the Wealth Strategy Advisor: Financial Planning Expert in Olathe, KS vacancy
  • WealthBridge Financial Group is seeking a results-oriented Financial Consultant to engage...  ...ll provide tailored financial advice and strategies to help clients achieve their financial...  ...goals, including investment and retirement planning. The ideal candidate will possess a... 
    Suggested

    WealthBridge Financial Group

    Olathe, KS
    3 days ago
  • WealthBridge Financial Group in Overland Park is seeking a results-oriented Financial Consultant...  ...and provide tailored advice and strategies that align with their goals. You’ll leverage...  ...for investment opportunities and wealth management. We value strong analytical and... 
    Suggested

    WealthBridge Financial Group

    Overland Park, KS
    4 days ago
  •  ...payroll and HR solutions to clients, requiring expertise in Workday Financials. A successful candidate will have at least 2 years of...  ...position allows for professional growth and offers benefits including medical coverage and a 401(k) plan. #J-18808-Ljbffr Accenture
    Suggested

    Accenture

    Overland Park, KS
    13 hours ago
  • A financial services company is seeking an International Financial Planner to interact with clients, analyze their financial situations, and implement tailored financial plans. The role involves preparing documents that consider both U.S. and foreign tax laws, managing... 
    Suggested

    Creative Planning

    Overland Park, KS
    3 days ago
  •  ...solutions in Overland Park, Kansas. The ideal candidate will have at least one year of experience in sales within retail banking or financial services and strong communication skills. Responsibilities include building relationships with clients, resolving issues, and... 
    Suggested
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    Overland Park, KS
    3 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative...  ...integrated financial planning practice from the ground...  ...local and nationwide experts, exclusive financial products...  ...execute on a business strategy Call on potential...  ...Representative or Advisor role upon graduation.... 
    Full time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Olathe, KS
    3 days ago
  •  ...A leading financial services firm in Olathe, Kansas, is seeking passionate individuals for virtual consultations with clients. This role emphasizes building strong client relationships and provides a flexible work schedule, allowing you to balance personal and professional... 
    Weekly pay
    Remote work
    Flexible hours

    AO Garcia Agency

    Olathe, KS
    13 hours ago
  •  ...experienced and highly motivated Senior FP&A Analyst to lead the financial planning and analysis function for our North American region....  ...Develop a deep understanding of the regional operating companies' strategies, operations, and key drivers. Build strong relationships... 
    Full time
    Flexible hours

    TVH Parts Holding NV

    Olathe, KS
    1 day ago
  •  ...success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision...  ...benefits package: ~ Medical ~ Dental ~ Vision ~401(k) plan ~ Company paid life insurance ~ Short and Long-term... 
    Full time
    Temporary work
    Work at office

    Academy Bank

    Olathe, KS
    2 days ago
  •  ...service to the customer. Proactively seeks ways to provide financial solutions to new and existing customer relationships to meet or...  ...and commercial lending, treasury management and financial advisors. Maintains a strong working knowledge of consumer/business... 
    Full time
    Work at office

    Security Bank of Kansas City

    Olathe, KS
    1 day ago
  • $21 - $22 per hour

     ...Personal Banker Personal Bankers at UMB are experts at building customer relationships and...  ...interaction to identify needs and offer financial solutions to help customers secure their...  ...comprehensive company sponsored benefit plan including medical, dental, vision, and other... 
    Local area
    Flexible hours
    Afternoon shift

    UMB

    Olathe, KS
    2 days ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity...  ...goals through financial planning. On your path to becoming a...  ...‑building, and development strategies you need to be successful in...  ..., you’ll hear from industry experts, learn the art of client... 
    Work at office

    UNAVAILABLE

    Olathe, KS
    2 days ago
  • WealthBridge Financial Group is looking for a results-oriented Financial...  ...tailored advice and strategies to guide them towards their financial...  ...environment with industry experts. Join a passionate team committed...  ...health coverage, a 401(k) plan with company match, and... 

    Wealthbridge-Financial-Group

    Overland Park, KS
    4 days ago
  • Northwestern Mutual is seeking individuals to become financial advisors in Olathe, Kansas. The role emphasizes building client relationships and developing personalized financial plans to help clients achieve their goals. Advisors benefit from award-winning training and... 

    UNAVAILABLE

    Olathe, KS
    1 day ago
  • A financial services agency is seeking passionate, motivated individuals for a role focused on securing families’ financial well-being. This position offers the flexibility to work from home and includes conducting virtual consultations, assessing clients' needs, and building... 
    Work from home
    Flexible hours

    AO Garcia Agency

    Olathe, KS
    4 days ago
  • Northwestern Mutual in Olathe, Kansas, is offering an internship for College Financial Representatives. This program allows students to build a financial planning practice and gain exposure to proprietary planning software while developing professional networks. Interns... 
    Internship
    Flexible hours

    Northwestern Mutual

    Olathe, KS
    1 day ago
  • $61k - $119k

    Overview Becoming a financial advisor at Northwestern Mutual...  ...goals through financial planning. On your path to...  ...building, and development strategies you need to be...  ...ll hear from industry experts, learn the art of client...  ...Northwestern Mutual Wealth Management Company® (... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Olathe, KS
    1 day ago
  •  ...Invoice To Pay Specialist Primary job functions includes accounting daily and month-end routine including financial statements reporting, foreign currency accounting, fixed assets, general ledger manual journal entries, and other accounting activities. Interact with... 
    Monday to Friday

    TechDigital Corporation

    Olathe, KS
    18 days ago
  • A leading financial services firm in Olathe, Kansas, is seeking a driven individual to become a financial advisor. This role focuses on building client relationships, creating tailored financial plans, and achieving uncapped earning potential. Candidates should possess... 

    Northwestern Mutual

    Olathe, KS
    13 hours ago
  •  ...Financial Aid Counselor - Undergraduate Kansas - Olathe, KS Job Summary The Undergraduate Financial Aid Counselor's primary responsibility is to provide financial aid counseling to current and prospective students in the Traditional Undergraduate programs. The... 
    Work at office
    Local area
    Immediate start
    Afternoon shift

    MidAmerica Nazarene University

    Olathe, KS
    2 days ago
  • $150k - $250k

     ...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize...  ...contextual advice at the intersection of Tax Planning, Financial Planning, and investment Management....  .... ~ Ability to integrate financial strategies and investments for clients. ~ Able... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Overland Park, KS
    13 hours 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
    3 days ago
  • $55k - $200k

    A financial services firm in Overland Park, Kansas is seeking an Investment Consultant to...  ...degree and at least 2 years of financial planning experience. The role involves goal setting...  ...performance tracking to support team success. #J-18808-Ljbffr Caliber Wealth Management
    Remote work

    Caliber Wealth Management

    Overland Park, KS
    4 days ago
  •  ...Senior Wealth Advisor - Partner Are you confined by the comp...  ...to align your long-term financial success with the enterprise...  ...a deep bench of in-house experts in advanced tax planning, family office, complex insurance...  ...and wealth transfer strategies using the firm's expanded... 
    Work at office

    Thorndale Partners

    Overland Park, KS
    3 days ago
  •  ...A growing financial services firm is looking for passionate individuals to join their team. This role offers the flexibility to work from home while focusing on securing families' financial well-being. Responsibilities include conducting virtual consultations with clients... 
    Remote work
    Work from home

    AO Garcia Agency

    Olathe, KS
    13 hours ago
  •  ...Global Elite is seeking a Financial Services Consultant to help clients secure their financial futures from the comfort of their own...  ...candidate will handle client communications, present financial strategies, and engage in ongoing training. You'll enjoy a dynamic work environment... 
    Part time
    Remote work

    Global Elite

    Olathe, KS
    3 days ago
  • $20 - $24.4 per hour

    A leading financial institution is seeking a Personal Banker in Olathe, Kansas. In this role, you will work directly with customers to understand their financial needs and provide tailored solutions. Candidates should have strong sales skills, a high school diploma, and... 
    Hourly pay

    Mercantil Commerce Bank

    Olathe, KS
    3 days ago
  • $20.55 - $25.05 per hour

    Mercantil Commerce Bank is seeking a Personal Banker in Olathe, Kansas. The role involves helping customers with their financial needs, delivering excellent service, and educating them on banking products. Candidates should have strong sales and customer service skills,... 
    Hourly pay

    Mercantil Commerce Bank

    Olathe, KS
    4 days ago
  • Commerce Bank in Olathe is seeking a Personal Banker to provide exceptional customer service while assisting clients with their financial needs. The ideal candidate will have strong sales skills and the ability to connect with customers both in person and over the phone... 
    Full time

    Commerce Bank

    Olathe, KS
    2 days ago
  •  ...Kansas is looking for a retail banker to support customers in their financial needs and build lasting relationships. Responsibilities include...  ..., dental, and vision coverage, as well as a 401(k) savings plan with company contributions, 18 days of PTO, and opportunities... 

    Central Bank

    Olathe, KS
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Strategy Advisor: Financial Planning Expert. Be the first to apply!