Wealth Advisor for High-Net-Worth Clients
Keystone Distinction Group
A financial advisory firm in Topeka, United States, is seeking a Financial Advisor to build and manage a portfolio of high-net-worth clients. The role involves conducting financial assessments, developing tailored investment portfolios and collaborating with specialists for holistic wealth management. Candidates should have 2-3 years of experience, a relevant bachelor's degree, and a Book of Business. Knowledge of market trends and regulatory changes is essential. Competitive compensation offered. #J-18808-Ljbffr
- ...Resource Group in Topeka, Kansas is seeking a Financial Advisor to build and manage a portfolio of high-net-worth clients. The ideal candidate should have experience in... ...of market trends and provide clients with holistic wealth management solutions. #J-18808-Ljbffr...High net worth
- ...Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with... ..., including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at...High net worth
- ...professionals excel at understanding clients’ needs and crafting bespoke... ...and seamlessly transition their wealth. Job Description The Private Wealth Advisor is primarily responsible for developing... ...expanding relationships with high net worth individuals, families, trusts,...High net worthWork experience placementWork at office
- ...Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based... ...specialists to provide holistic wealth management solutions. Adhere to all... ...~2-3 years' experience as Financial Advisor preferred. ~ Bachelor's degree in related...High net worth
$101.23k - $172.36k
...Consultant What is the opportunity? Expand and deepen the network of Independent Financial Advisors, CPAs and attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develop...High net worthRemote work- ...Focus Partners Wealth seeks a motivated and qualified individual... ...industry professionals and other high-net-worth and ultra-high-net-worth... ...laws as required. Analyze client information and offer recommendations... ...with tax managers, advisors, and their clients in a timely...High net worthFull timeWork at officeLocal area
$50k
...unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It\'s our sole profit center.... ..., roles, and responsibilities to ensure a high-quality, streamlined client experience consistent...Work at officeWork from homeHome officeFlexible hours- ...Experienced Financial Advisor – Topeka, KS Our firm is growing, and we're excited to welcome... ...Topeka office as part of our expanding Wealth Management division. This role is ideal... ...with accounting professionals to serve clients well. At Swindoll, Janzen, Hawk & Loyd...Work at office
- ...Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and... ...all policies and standards. Qualifications High School Diploma. - Required Bachelor's Degree. -...Work at officeLocal area
- ...Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire... ...6, Series 7, Series 63, Series 66, Series 65, and CFP High level of self-motivation; ability to accomplish goals independently...Work at officeFlexible hours
- ...evaluate vulnerabilities in a business risk context Ability to manage high volumes of testing requests without compromising depth or... ...enabled hybrid model. Our expectation is for most people in external, client‑serving roles to work together in person 40‑60% of the time over...Summer holidayFlexible hours
$29.53k - $56.95k
...daily priorities which means you have a wealth of opportunities to expand your base of knowledge... ...into an opportunity to learn your clients’ financial life priorities and connect them... ...military equivalent strongly preferred; High school degree, GED or foreign equivalent...Local areaMonday to FridayFlexible hoursAfternoon shift$20 - $24 per hour
..., and we are committed to recruiting incredibly talented, committed, collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary SolomonEdwards is looking for a Home Loan Specialist I for one...Hourly payWork experience placementWork at officeLocal area- ...individuals who can cultivate strong relationships in the community, uncover new lending opportunities, and provide exceptional service to clients. If you’re ready to combine your credit expertise and business development skills in a role where you can truly make a difference,...Local area
- ...and strive for operational excellence. Build relationships with clients to meet their financial needs. Follow established processes and... ...self‑service resources. Required Qualifications Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus...Flexible hoursShift workWeekend workDay shift
$19 - $20 per hour
...Job Description: Must have some type the following industry experience: Loan Servicing, Commercial Insurance, Real Estate. Client is looking for people capable of complex analyses and assessment of situations, as it pertains to Insurance and/or Real Estate. This...Hourly payContract workWork experience placementWork at office- ...United States since 1990. We are extremely competitive, and client-focused and realize that our value is in our ability to... ...CCO, CEO , CIO, chief , finance, Trust Officer, Trust , Wealth Officer, Financial advisor banking, bank, credit union, CU, President , Chief experience...Bank staff
$25.93 - $41.43 per hour
...refinance transactions. They will examine and evaluate approval of client applications and will be responsible for ensuring loans close in... ...Strong attention to detail and accuracy. Ability to maintain high levels of performance, especially in stressful situations....Hourly payWork at officeRemote work$80k - $120k
...program, where your growth will help drive the company forward. This is for a highly reputable general contractor throughout Kansas and beyond. As a trusted partner to many public and private clients, they have an impressive backlog of work already and are looking for a...For contractorsWork at officeRelocation package- At Verint, we believe customer engagement is the core of every global brand. Our mission is to help organizations elevate Customer Experience (CX) and increase workforce productivity by delivering CX Automation. We hire innovators with the passion, creativity, and drive...Local areaShift work
- ...spaces and providing connections in ways that make a difference. We pride ourselves on being nimble enough to remain responsive to client needs yet large enough to offer exceptional bench strength. As a member of our team, you'll have an opportunity to draw from those...Work at officeLocal areaImmediate startRemote work
- ...ACKS70707 – Loan Documentation Specialist – Northeast of Lawrence, KS Our client is seeking a Loan Operations Specialist to support both commercial and retail lending activities. This individual will work out of the main branch located Northeast of Lawrence, Kansas. This...
$72.7k
...CERTIFICATIONS Required None Preferred None SKILLS Strong written and oral communication skills Strong relationship building skills Client focused with strong business acumen Self-starter with the ability to work under pressure independently and as part of a team....For contractorsWork at officeLocal area$90.23k
...hoc reporting to leadership. The successful candidate: Analyzes highly complex financial and operational information to deliver... ...plan, design, build and operate as diverse as the needs of our clients. CDM Smith Inc. and its divisions and subsidiaries are an Equal...H1b$46.99k - $112.2k
...team being formed to address a current knowledge gap between the client and rebate/financial and reporting operations. This team is a... ...collaborating with key internal and external stakeholders to deliver high quality and predictable outcomes. You will be a facilitator, not...Hourly payFull timeContract workTemporary workWork at officeLocal areaFlexible hours$101.3k - $168.7k
...direct analysis and or lead financial discussions with external clients such as the Contracting Officer and the Contracting Officer Representative... ...knowledge of contract types and project control methods. ~ High School Diploma. Desired Skills Desired Experience BA/BS...Contract workWork experience placementFor subcontractorH1bWork at officeRemote work- ...creating spaces and providing connections that make a difference. We pride ourselves on being nimble enough to remain responsive to client needs yet large enough to offer exceptional bench strength. As a member of our team, you will draw from those resources when you...For subcontractorWork at officeLocal areaImmediate start
- Overview DecisionPoint Corporation is seeking an IT Security Analyst to join our US Air Force team supporting the defense of USAF infrastructure (AFIN) at the base level. This position is onsite at Forbes Field, KS. Duties & Responsibilities The contractor shall provide...For contractorsLocal areaImmediate start
$124.2k - $186.2k
About the Team Information Security organization advances the overall state of security at Rubrik through purposeful initiatives and coordination of large security projects. Information Security builds technologies, tools, and processes to better enable teams at Rubrik...Local areaRemote work- ...reconciliation. Evidence of excellent customer service in a diverse environment. Strong problem‑solving and conflict‑resolution skills. High level of processing with documented attention to detail. Knowledge, Skills & Abilities Numbers‑oriented and strong understanding of...Hourly payWork at officeFlexible hoursAfternoon shift
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