Retirement Plan Financial Advisor with Equity Ownership
$100k - $130kCAPTRUST
CAPTRUST is seeking a Retirement Plan Financial Advisor in Kansas City to expand a $1 million+ consulting practice. As a Financial Advisor, you will manage diverse retirement plan clients, focusing on mid-market defined contribution clients. Candidates should have a Bachelor's degree and at least 10 years in financial services. The role offers a salary range from $100,000 to $130,000 depending on experience, with bonuses, health coverage, and other benefits such as employee ownership opportunities. #J-18808-Ljbffr
$100k - $130k
...CAPTRUST is looking for a Retirement Plan Financial Advisor to join their Kansas City team. This role offers a unique opportunity to work with a diverse portfolio of retirement plan clients and requires a minimum of 10 years of experience in the financial services sector...Employment EquityRetirement$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial... ...financial planning, investment management... ...management to retirement plan participants... ...relationships with referral sources,... ...include: Employee ownership opportunities. Health... ...including equity ownership. Come build...Employment EquityRetirementTemporary workLocal areaFlexible hours$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a... ...comprehensive financial planning, investment... ...risk management to retirement plan participants... ...relationships with referral sources,... ...: Employee ownership opportunities.... ...industry – including equity ownership. Come build...Employment EquityRetirementTemporary workLocal areaFlexible hours$150k
...Retirement Plan Financial Advisor Join Our Team at CAPTRUST! Who Are We Looking For?... ...defined contribution clients, with plans ranging from $25 to... ...include: Employee ownership opportunities. Health, dental... ...services industry including equity ownership. Come build your...Employment EquityRetirementTemporary workWork at officeLocal areaFlexible hours- ## AMP Financial Advisor TraineeApplylocations: Saint... .... In conjunction with a Mentor, Branch... ...whether a candidate plans to be a stand-... ...compensation (cash or equity), discretionary... ...benefits; retirement savings; paid time... ...client in mind • Take ownership and hold...Employment EquityRetirementApprenticeshipTraineeshipWork experience placement
- ...Senior Wealth Advisor - Partner Are... ...the comp squeeze/ownership friction/legacy... ...and firms with a book of business... ...but long term equity, partnership, and lucrative retirement options. Elevate... ...your long-term financial success with... ...in advanced tax planning, family office,...Employment EquityRetirementWork at office
- ...WizeHire, Inc is looking for a motivated Associate Financial Specialist to join their team in Overland Park, Kansas. This position... ...relationships while offering guidance in investments, insurance, and retirement planning. This role offers an exciting opportunity for career growth...Retirement
- ...CAPTRUST is seeking a dedicated Financial Advisor in Leawood, Kansas, to build and manage a holistic... ...by providing comprehensive financial planning and investment management. Your... ...financial planning services, and educating retirement plan participants. A minimum of four...Employment EquityRetirement
- ...A financial services company in Overland Park is seeking a results-oriented Financial Consultant... ...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 and...Retirement
- ...Bankers Life Financial Advisors help clients live more and worry... ...financial planning. They are business owners... ...financial solutions with help from industry-leading... ...them to action Take ownership of your business and... ...opportunities and bonus programs Retirement savings program and...RetirementWork at officeFlexible hours
- ...Empower is seeking a Retirement Plan Advisor to facilitate financial planning and retirement readiness for participants in the greater St. Louis area. This remote position involves conducting reviews and presentations and requires strong relationship building skills. The...RetirementWork at officeRemote work
$90k - $130k
...Alvarez & Marsal Private Equity Performance Improvement... ...Services (PEPI) practice works with private equity held... ...companies have credible plans and the ability to execute and deliver financial outcomes. Our PEPI... ...time as well as a 401(k) retirement plan. Provided the eligibility...Employment EquityRetirementPart timeFlexible hours- ...insurance agency in the United States is seeking a Retirement Advisor to establish and enhance relationships with educational institutions and non-profits. This... ...helping clients prepare for retirement and financial planning. The ideal candidate will recruit new clients and...RetirementRemote work
- ...relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role... ...of cash and/or forfeitable equity, awarded in recognition of... ...health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement...Employment EquityRetirementLocal areaFlexible hours
- ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii;... ...Tucson, Arizona To proceed with your application, you must... ...management, including planning for retirement, education, legacy, and other... ...on mutual trust, shared ownership and accountability. We act...RetirementShift workDay shift
- ...represent our brand and culture with the utmost hospitality,... ...solutions and cutting-edge financial technology combined with friendly... ...of cash and/or forfeitable equity, awarded in recognition of... ...health and wellness centers, a retirement savings plan, backup childcare, tuition...Employment EquityRetirementImmediate startAfternoon shift
$87.4k - $123.4k
...on the idea that transforming financial lives starts by giving our people... ...financial health, including retirement readiness, investment management, household financial planning, and general financial... ...employer groups). Collaborate with Empower Personal Wealth to refer...Retirement16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeFlexible hours$20.25 - $24.75 per hour
...serve to make better and smarter financial decisions and enabling the... ...in their potential. A career with U.S. Bank gives you a wide,... ...* 401(k) and employer-funded retirement plan* Paid vacation (from two to five... ...and recognition programs, equity stock purchase 401(k) contribution...Employment EquityRetirementTemporary workLocal area$20.25 - $24.75 per hour
...serve to make better and smarter financial decisions and enabling the... ...in their potential. A career with U.S. Bank gives you a wide,... ...leave 401(k) and employer‑funded retirement plan Paid vacation (from two to... ...incentive and recognition programs, equity stock purchase 401(k)...Employment EquityRetirementTemporary work$110k - $400k
...experienced Transmission Planning Consultants to... ...technical advisors, applying advanced... ...addressing generation retirements, renewable... ...specialization while working with project managers,... ..., economic, and financial analysis to... ...Employee Stock Ownership Plan (ESOP) in addition...RetirementFull timeContract workWork at officeLocal area$20 - $22.5 per hour
...Consultants build relationships with customers, engaging them via... ...and learning about their financial needs, and banking channel preferences... ...~401(k) and employer-funded retirement plan ~ Paid vacation (from two... ...and recognition programs, equity stock purchase 401(k)...Employment EquityRetirementTemporary work$130k
...Acquisition Salary: 130k+ plus equity in the company Steadily is... ...first touch to offer. Partner with hiring managers to define role... ...: Operates with urgency, ownership, and minimal oversight. Startup... ..., life, disability, HSA, FSA Retirement: 401(k) Perks: Free snacks, team...Employment EquityRetirementFull timeWork at office$50.5k
...Collaborate effectively with colleagues and engage... ...classroom teacher will: Plan and deliver engaging,... ..., set goals, and take ownership of their learning Use... ...Commitment to equity, inclusion, and culturally... ...Kansas City Public School Retirement System (KCPSRS) participation...Employment EquityRetirement$23.55 per hour
...fully remote position with a reputable and thriving... ...23 years, Guidant Financial has been committed to... ...paths. Our commitment to ownership is reflected in our daily... .... Role Summary As a Retirement Plan Specialist at Guidant... ...events. Empowering Equity and Inclusion: Join an...Employment EquityRetirementHourly payWork experience placementRemote workWork from homeHome officeFlexible hours- ...efficiently, and in alignment with clients’ best... ...and international equities. Execute portfolio... ...OneDigital Investment Advisors. Education, Training... ...health, wellbeing, retirement, and other financial benefits, paid time... ...to verify candidate ownership. Unsolicited resumes...Employment EquityRetirementLocal areaVisa sponsorshipWork visa
- ...rationalization, and retirement, ensuring portfolio coherence... ...in close partnership with Customer-Facing Units... ..., and resource planning.* **Serve as the product... ...substitute for)* core product ownership.* Familiarity with **... .... Globe’s Diversity, Equity and Inclusion Policy...Employment EquityRetirement
- ...WealthBridge Financial Group is looking for a results-oriented Financial Consultant in Kansas... ...including investment opportunities and retirement planning. Applicants should have a Bachelor's degree in finance or related field, with experience in consulting preferred. The...Retirement
$50.5k
...enrichment teacher will: Plan and deliver engaging,... ...in partnership with classroom teachers Facilitate... ...goals and taking ownership of their learning Use... ...skills Commitment to equity, inclusion, and... ...Kansas City Public School Retirement System (KCPSRS) participation...Employment EquityRetirement$20.6k - $114.4k
...ongoing relationship involvement with prospects and clients for... ...Establish and execute sales plan to convey UMB’s investment process... ...CDs, UITs, fixed income and equity securities, managed accounts... ...MINIMUM: 7 years financial advisor or investment sales experience...Employment EquityWork at officeLocal areaFlexible hours$20.6k - $114.4k
...ongoing relationship involvement with prospects and clients for... ...Establish and execute a sales plan to convey UMB’s investment... ...Trusts (UITs) Fixed income and equity securities Managed accounts (... ...Minimum Requirements 7 years of financial advisor or investment sales...Employment EquityWork at officeLocal areaFlexible hours
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