Boutique Financial Planning Associate - Path to CFP Advisor
$50k - $75kMorgan Hunter
Morgan Hunter is seeking a dedicated financial advisor in Overland Park, Kansas. This unique opportunity focuses on long-term client relationships and real mentorship, rather than traditional sales tactics. Ideal candidates have 3-5 years of experience in financial services and are interested in pursuing CFP certification. The role offers a base salary between $50K to $75K, with additional benefits and strong growth potential for those ready to invest in a meaningful career. Residing in the Kansas City Metro is required. #J-18808-Ljbffr
$50k - $75k
...role is truly for a REAL financial advisor and not the mass-... ...online. It's unique. It's boutique, and it could be for you... ...approach. Think long-term planning, real client relationships, and a path to becoming a true... ...considered getting your CFP (Certified Financial Planner...Suggested$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...their goals through financial planning. On your path to becoming a financial advisor, you... ...and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP...SuggestedFull timeContract workFor contractorsWork at office$20.6k - $114.4k
...Establish and execute sales plan to convey UMB's investment process... ...Minimum: 7 years financial advisor or investment sales experience... ...laws/regulations. Preferred: CFP, CIMA Knowledge & Skills Minimum... ...varied benefits to eligible associates, such as Paid Time Off; a 401...SuggestedWork at officeLocal areaFlexible hours- ...confidently transition into financial services. You’ll be... ...’s walked the same path, people who once coached... ...Role As a Financial Advisor at Northwestern Mutual... ...solutions and financial planning. Your role involves... ...involvement, and professional associations. Qualifications...SuggestedWork at officeWork from homeVisa sponsorshipFlexible hours
$20.6k - $114.4k
...Establish and execute a sales plan to convey UMB’s investment... ...Minimum Requirements 7 years of financial advisor or investment sales... ...regulations Preferred Qualifications CFP or CIMA designation Knowledge... ...reimbursement Tuition reimbursement Associate wellbeing program Associate...SuggestedWork at officeLocal areaFlexible hours- ...Financial Advisor First Command Financial Advisors coach military families in their pursuit of financial... ...to take the first or next step on a path to financial security. 3 out of 4 of our... ...families, you will focus on financial plans that are constantly evolving to pursue short...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions... ...7, Series 63, Series 66, Series 65, and CFP®) · High level of self-motivation;...Work at officeFlexible hours
- ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North... ...management, including planning for retirement, education, legacy... ...and Wealth Management Client Associates help clients pursue the life... ...Financial Planner (CFP) and/or Chartered Retirement...Shift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial...For contractorsWork at office$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.... .... Qualifications: Bachelor's degree. CFP designation, or working towards it. 5+...Full timeWork at officeLocal areaRemote workFlexible hours- ...Overview Equitable Advisors is dedicated to making a positive... ...network of over 4,300 financial professionals across... ...offers a structured path to becoming a wealth manager... ...FINANCIAL PLANNER™ (CFP®), Chartered Financial... ...Employee Stock Purchase Plan (ESPP); disability;...Work experience placementWork at officeLocal areaFlexible hours
$60k - $75k
...Nbutexas is seeking an Investment Advisory Associate in Overland Park, Kansas, to join their... ...opportunity to work with a senior advisor and develop into an Investment Advisor Representative... ...ideal candidate will have 3–5+ years in financial services, a Bachelor’s degree, and...- ...A boutique wealth management firm is seeking an Investment Advisory Associate to join their team in Overland Park, Kansas.... ...work closely with a senior advisor, focusing on financial planning and client interactions.... ...position offers a clear path to becoming an...
- ...Fwainvest is seeking a Financial Advisor Trainee to join their team in Saint Louis, Missouri. This position is part of the Advisor Mastery Program (AMP), which includes extensive training in financial advising, sales, and client relationship management. The ideal candidate...Traineeship
- ...A financial advisory firm is seeking a Financial Advisor Relationship Manager to serve as the main contact for clients. This... ...meetings, presenting financial plans, and fostering strong client relationships... ...have a background in finance, a CFP® designation, and 3+ years of...
- ...Solutions , we believe great advisors can come from many... ...professionals who deliver holistic planning and exceptional service. The... ...people-oriented Inexperienced Financial Advisor who is ready to build... ...advisor development path with paid training , mentorship...
- ...families, and business owners move toward financial freedom through holistic planning, exceptional service, and strong... ...also believe in developing future advisors early by giving them real exposure,... ...to the financial advisor career path in a full-time development environment...Full timeInternship
- Job Overview Financial Solutions Advisor Stage I (FSA I) - An entry‑level role focused on building client relationships, obtaining necessary securities... ...offers world‑class training, one‑on‑one coaching, and a path to progression through stage II and beyond. The position is...Work at officeFlexible hoursDay shiftWeekday work
- ...dynamic and client-focused Financial Advisor Relationship Manager to serve... ...present and update financial plans, and clearly communicate... ...Certified Financial Planner (CFP®) designation or CFP® track... ...hair texture or hairstyles associated with race), religion, color,...Temporary workWork experience placementWork at officeLocal areaFlexible hours
- ...Synergy Wealth Solutions is a financial firm built on the idea that the combined efforts... ...full-time on-site role for a Financial Advisor located in Overland Park, KS. The Financial... ...solutions to clients, including financial planning, retirement planning, investment...Full time
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are We Looking... ...'ll provide comprehensive financial planning, investment management solutions, and... ...(including hair texture or hairstyles associated with race), religion, color, national...Temporary workLocal areaFlexible hours- ...Financial Advisor page is loaded## Financial Advisorlocations: Overland Park, KStime type: Full timeposted on: Posted Yesterdayjob requisition... ...with confidence:** Provide expert advice on retirement planning, tax-conscious strategies, portfolio design, and investment...
$50k
...branch-team business model. One financial advisor and one branch office... ...practice, supported by branch associates, a home-office team and other... ...and adjust the branch business plan to increase branch effectiveness... ...designations such as CFP or CERTIFIED FINANCIAL PLANNER...Work at officeWork from homeHome officeFlexible hours$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who Are... ...You'll provide comprehensive financial planning, investment management solutions, and... ...(including hair texture or hairstyles associated with race), religion, color, national...Temporary workLocal areaFlexible hours- ...At Synergy Wealth Solutions, we help advisors grow more than a book of business-we help... ...actually want. Our platform combines holistic planning, wealth management support, protection... ...: We are seeking an Experienced Financial Advisor with a track record of building...
- ...Northwestern Mutual in Leawood, Kansas is seeking aspiring financial advisors to embark on a rewarding career focused on financial planning. As a financial representative, you’ll start building client relationships while obtaining necessary licenses. Enjoy the benefits...
- ...independent Registered Investment Advisor (RIA) wholly focused on going... ...provide a full spectrum of financial advisory services, but our... ...investment advice, and comprehensive planning, empowering individuals to... ...advisor or related role CFP, CFA, CPA/PFS with tax expertise...Temporary work
$61k - $250k
...Mutual Life Insurance Company is offering a unique opportunity for a Financial Advisor in Leawood, Kansas. As a financial advisor, you'll help clients achieve their financial goals through personalized planning. This role includes extensive training, licensing support, and...$55k - $200k
...Caliber Wealth Management Advisor – Investment Consultant Base Salary Range: $55,000 – $2... ...(for employees enrolled in group health plan) 401(k) Match: 100% up to 4% of salary (after... ...Education: Bachelor’s degree (Required) Financial planning experience: 2 years (Required)...Full timeWork at officeWork from home- ...A respected financial institution is seeking a Financial Advisor in Overland Park, KS. In this role, you will guide clients in financial decisions, manage a personal book of business, and shape investment strategies. You should possess 3-5 years of relevant experience...
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