Experienced Financial Advisor

Job Description

Job Description

Salary:

Experienced Financial Advisor Topeka, KS

Our firm is growing, and were excited to welcome an Experienced Financial Advisor to our Topeka office as part of our expanding Wealth Management division. This role is ideal for an advisor who values long-term relationships, thoughtful planning, and close collaboration with accounting professionals to serve clients well.

ABOUT US

At Swindoll, Janzen, Hawk & Loyd, our passion lies in helping peopleour clients, the communities we serve, and each other. Our focus is on helping clients get from where they are to where they want to be through trusted relationships and sound advice.

With six office locations across Kansas and one in Rio Rancho, New Mexico, our firm provides integrated services including tax, audit, business advisory, consulting, and wealth management. Our Wealth Management division is intentionally built to work alongside our accountants, allowing us to deliver coordinated, relationship-driven solutions to clients.

WERE LOOKING FOR SOMEONE WHO

• Has 310 years of experience working as a financial advisor
• Is relationship-driven and enjoys being a long-term partner to clients
• Takes pride in listening first and tailoring advice to each client's goals
• Communicates clearly and builds trust with clients and colleagues
• Is self-motivated but values collaboration within a team-based environment
• Is motived to grow within a stable, team-oriented firm

(Appropriate licenses required; additional credentials such as CFP are a plus.)

THIS IS WHAT YOULL DO

• Build and maintain deep, long-term client relationships
• Provide holistic financial planning and investment guidance
• Serve as a trusted advisor through regular client meetings and ongoing communication
• Collaborate closely with tax and accounting professionals to deliver integrated planning strategies
• Manage and grow an existing book of business while developing new relationships
• Play a meaningful role in the continued growth of the Topeka Wealth Management team

HERE ARE SOME OF THE THINGS WE OFFER

• A growing Wealth Management platform within a well-established public accounting firm
• Built-in collaboration and referral opportunities with tax and advisory teams
• Competitive compensation and benefits package
• 401(k), paid time off, paid holidays, and insurance plans (firm pays 100% of single coverage)
• First 15 Reading Program start each day with 15 minutes of personal or professional growth
• All-staff events and a firm-wide Wellness Program
• A culture that values balance, development, and long-term relationships