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

Financial Planner

Wealthbridge-Financial-Group

Description WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting‑edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long‑term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Bachelor's degree in finance, accounting, or a related field. Experience in financial consulting or a similar role is preferred. Strong analytical and problem‑solving skills. Excellent communication and interpersonal skills to effectively connect with clients. Demonstrated ability to build and maintain client relationships. Licenses or certifications in financial planning are a plus. Top-tier health coverage including medical, dental, and vision plans for you and your dependents 401(k) retirement plan with company match to help you build long‑term security Life and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities and ongoing training support #J-18808-Ljbffr

Vacancy posted a month ago
Similar jobs that could be interesting for youBased on the Financial Planner in Lenexa, KS vacancy
  •  ...The International Financial Planner interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations, and monitor the financial plans of their clients. The Planner collaborates with one or more Wealth Managers... 
    Suggested

    Creative Planning

    Overland Park, KS
    1 day ago
  •  ...and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of... 
    Suggested
    Full time
    Work at office
    Local area

    Enterprise Bank and Trust

    Merriam, KS
    a month ago
  • $20 - $21 per hour

     ...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities... 
    Suggested
    Local area
    Flexible hours
    Afternoon shift

    UMB

    Overland Park, KS
    6 days ago
  •  ...other departments to ensure the workflow or process is providing the best service to the customer. Proactively seeks ways to provide financial solutions to new and existing customer relationships to meet or exceed customer expectations. Proficient in determining customer... 
    Suggested
    Work at office

    Security Bank of Kansas City

    Lenexa, KS
    6 days ago
  •  ...Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential... 
    Suggested
    Full time
    Temporary work
    Work at office

    RadNet

    Overland Park, KS
    1 day ago
  • $20.55 - $25.05 per hour

     ...About Working At Commerce Building a career here is more than just steps on a ladder. It’s about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. Our culture is about our people, the... 
    Hourly pay
    Full time
    Monday to Friday

    Commerce Bank

    Prairie Village, KS
    1 day ago
  • $20.55 - $25.05 per hour

     ...About This Position Our Personal Bankers are personable, goal‑oriented, and passionate about helping customers improve their financial health. As a Personal Banker at Commerce Bank, you will develop and maintain long‑lasting relationships with customers and internal teams... 
    Hourly pay
    Monday to Friday

    PVH (Tommy Hilfiger/Calvin Klein)

    Prairie Village, KS
    1 day ago
  •  ...are compliant and provide excellent customer service * Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources * Develop and maintain a high degree of visibility for... 
    Hourly pay
    Minimum wage
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Overland Park, KS
    5 days ago
  • Enterprise Bank & Trust is seeking a Business Banking Center Manager I in Lenexa, KS to oversee commercial banking relationships and lending activities. You will evaluate credit risk, recommend approvals, monitor loan portfolios, and partner with branch leadership to cross...

    Ryder

    Lenexa, KS
    4 days ago
  • $20 - $24.95 per hour

     ...qualifications, and prior experience. Arvest offers a comprehensive suite of benefits, including a full range of health and life, financial, and wellness benefits. For more information about benefits, please visit Position requires flexibility Monday through Friday 8:3... 
    Hourly pay
    Full time
    Monday to Friday
    Night shift

    Arvest Bank

    Lenexa, KS
    4 days ago
  •  ...mutual insurance company that helps millions of consumers prepare for the future. They are dedicated to inspiring well-being, building financial confidence, and supporting communities through impactful programs. About the Role This is a full-time hybrid role for a Financial... 
    Full time
    Remote work

    Guardian Life

    Overland Park, KS
    1 day ago
  •  ...Overview Guardian Kansas City is seeking a driven and client-focused Associate Financial Specialist to join our growing team in Overland Park. This role offers an exceptional opportunity to contribute to clients' financial well‑being by helping individuals, families, and... 

    GUARDIAN KANSAS CITY AGENCY

    Overland Park, KS
    2 days ago
  •  ...Job Summary: As a Financial Representative, you will help individuals and families achieve their financial goals by providing guidance on investments, insurance, and long-term financial planning. You will build relationships with clients, assess their financial needs,... 
    Full time
    Remote work

    Guardian Kansas City

    Overland Park, KS
    1 day ago
  •  ...Help people build lives they love—not just portfolios. At Guardian Kansas City, we believe financial planning is about more than dollars and cents. It's about helping people buy their first home, send kids to college, retire with confidence, grow businesses, and create... 

    WizeHire

    Overland Park, KS
    2 days ago
  •  ...confident professionals who deliver holistic planning and exceptional service. The Role: We are seeking a motivated, people-oriented Financial Advisor who is ready to build a career with strong long-term upside. This role is ideal for someone who is persuasive, competitive... 

    Synergy Wealth Solutions

    Overland Park, KS
    1 day ago
  •  ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Shawnee, KS
    2 days ago
  • $55k - $200k

     ...Team 1 x month Advisor Team meeting Quarterly Company Meeting Qualifications & Experience Education: Bachelor’s degree (Required) Financial planning experience: 2 years (Required) Seniority Level Entry level Employment Type Full‑time Job Function Finance and Sales #J-18... 
    Full time
    Work at office
    Work from home

    Caliber Wealth Management

    Overland Park, KS
    1 day ago
  •  ...Financial Representative The purpose of the Financial 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 selling the corresponding financial... 
    Work at office
    Local area

    Western & Southern Life

    Overland Park, KS
    2 days ago
  •  ...long-term relationships. The Role: We are seeking an Experienced Financial Advisor with a track record of building relationships,...  ...Great Fit: Experience as a financial advisor, wealth advisor, planner, or producer in financial services. Demonstrated success in client... 

    Synergy Wealth Solutions

    Overland Park, KS
    2 days ago
  •  ...Job Description: Are you a driven financial professional who loves building relationships, delivering strategic investment guidance, and helping clients achieve their financial dreams? This is your opportunity to join a respected financial institution where your expertise... 
    Base plus commission

    Capitol Federal Savings Bank

    Overland Park, KS
    3 days ago
  •  ...What we do is not just a job – it is a passion. Renaissance Financial is a comprehensive financial strategies firm with locations in St. Louis, Overland Park, Omaha, Phoenix, and Salt Lake City. Our Mission: Using creative business and personal planning, we help our clients... 
    Flexible hours

    Renaissance Financial

    Overland Park, KS
    3 days ago
  •  ...Help people build lives they love—not just portfolios.At Guardian Kansas City, we believe financial planning is about more than dollars and cents. It's about helping people buy their first home, send kids to college, retire with confidence, grow businesses, and create... 

    Guardian Kansas City

    Overland Park, KS
    3 days ago
  •  ...and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of... 
    Full time
    Work at office
    Local area

    Enterprise Bank and Trust

    Shawnee, KS
    a month ago
  •  ...Security Benefit is seeking an experienced Analyst II to join our Financial Planning and Analysis team. This role involves supporting the analysis and communication of the company’s capital position, collaborating with various departments to quantify business decisions... 

    Security Benefit

    Overland Park, KS
    2 days ago
  •  ...About Us: At Synergy Wealth Solutions, we help individuals, families, and business owners move toward financial freedom through holistic planning, exceptional service, and strong long‑term relationships. We also believe in developing future advisors early by giving them... 
    Full time
    Internship

    Synergy Wealth Solutions

    Overland Park, KS
    1 day ago
  • A leading financial services company is looking for a Financial Consultant to work remotely. This role offers a flexible schedule, allowing you to earn income while managing other responsibilities. You will guide families towards financial stability by educating them about... 
    Immediate start
    Remote work
    Flexible hours

    Melius Consulting

    Overland Park, KS
    2 days ago
  •  ...history for the position: FDIC; Safe Act; Loan Originators; FINRA. At 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 by driving Responsible Growth and delivering for our clients,... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Company

    Overland Park, KS
    5 days ago
  •  ...About the job Financial Consultant (Remote) Empower Your Family’s Future with a Flexible, Remote Financial Consulting Role About Us: We’re a leading financial services company dedicated to helping families build and protect their wealth. Licensed across the U.S... 
    Extra income
    Immediate start
    Remote work
    Work from home
    Flexible hours

    Melius Consulting

    Overland Park, KS
    2 days ago
  •  ...Overview WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their... 

    Wealthbridge-Financial-Group

    Lenexa, KS
    4 days ago
  •  ...and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of... 
    Full time
    Work at office
    Local area

    Enterprise Bank and Trust

    Lenexa, KS
    a month ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!