Wealth Planning Advisor | Client-Focused Financial Consultant
WealthBridge Financial Group
A financial services company in Overland Park is seeking a results-oriented Financial Consultant to join their team. This role involves engaging with clients to assess their financial objectives and provide tailored advice. The ideal candidate will have a Bachelor's degree in finance or accounting and strong analytical skills. The position offers benefits such as top-tier health coverage, a 401(k) retirement plan, and opportunities for career growth and ongoing training. #J-18808-Ljbffr
- ...a motivated Associate Financial Specialist to join their... ...Kansas. This position focuses on providing personalized... ...strategies to clients, helping them build and protect their wealth. Ideal candidates should... ...insurance, and retirement planning. This role offers an exciting...Suggested
- ...A leading financial services provider is looking for a Financial Advisor to assist clients in planning their financial futures. This role involves meeting clients, leveraging company tools for operations, and utilizing marketing resources to expand the client base. Candidates...SuggestedRemote work
- ...A community-focused bank in Olathe, Kansas, is looking for a Teller I to provide excellent... ...customer service and efficiently handle financial transactions. The ideal candidate will... ...include processing transactions, assisting clients with their banking needs, and educating...Suggested
- 00015 Ameriprise Financial Services, LLC. is seeking a Registered Client Service Associate to provide dedicated support to high-producing advisors. This role involves preparing portfolio materials for client meetings and leading client interactions to build relationships...SuggestedFull timeWork at office
- ...A financial institution in Shawnee is seeking a Teller I to deliver efficient and friendly services, process transactions, and assist clients with banking inquiries. The role requires strong math and problem-solving skills, a high school diploma, and customer service experience...Suggested
- ...A financial advisory firm in Leawood is seeking a Financial Advisor Relationship Manager to engage with clients and lead review meetings. The ideal candidate will have over 3 years of experience, a CFP designation or be on track, and strong communication skills. Responsibilities...
- ...Wealthbridge Financial Group in Leawood, Kansas, is seeking a... ...results-oriented Financial Consultant to engage with clients and provide tailored financial... ..., and develop wealth management strategies. Ideally... ...health coverage, a 401(k) plan, and various employee wellness...
$100k - $130k
...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...$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...$16.5 per hour
A financial services provider seeks an enthusiastic Personal Banker in Kansas City. The role involves fostering client relationships, promoting banking products, and achieving sales goals in a fast-paced environment. Candidates should demonstrate digital banking expertise...Hourly payFull time- ...Solutions is seeking a Relationship Banker to represent our brand with exceptional service and financial solutions. This role focuses on building and managing relationships with clients, educating them on banking technology, and delivering personalized financial advice....
- ...Ascensus, located in Kansas City, is seeking a candidate to handle TPA and direct client relationships, focusing on Cash Balance plans for optimal client retention. The role requires managing client projects, ensuring excellent service standards are met, and handling...
$150k - $250k
...Wealth Advisor Join Aprio's Wealth Management team and you will help clients maximize their opportunities. Aprio Advisory... ...of Tax Planning, Financial Planning, and investment... ...grow with a future-focused, innovative firm. Perks... ...non-attest tax and consulting services, and Aprio...Full timeWork at officeLocal areaRemote workFlexible hours- ...WealthBridge Financial Group is looking for a results-oriented Financial Consultant in Mission, Kansas. You will engage with clients to understand their financial goals and provide tailored... ...opportunities, retirement planning, and wealth management. In this role, you will...
- ...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...
- ...A financial advisory firm is seeking a Financial Advisor Relationship Manager to serve as the main contact for clients. This position involves leading meetings, presenting financial plans, and fostering strong client relationships. Candidates should have a background in...
- ...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... ...investment opportunities, retirement planning, and wealth management strategies. As a...
- ...Inc. is looking for a vital member for their Capital Markets team, focusing on finance advisory services for financial institutions. The role involves managing M&A consulting services and developing client relationships. The ideal candidate should have a bachelor's...
$87.4k - $123.4k
...idea that transforming financial lives starts by giving... ..., household financial planning, and general financial... .... Lead one‑on‑one consultations and group education sessions... ...agreements (SLAs), client expectations, and annual... ...with Empower Personal Wealth to refer participants...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeFlexible hours$87.4k - $123.4k
..., LLC is seeking a Senior Wealth Advisor, Practice Lead in Overland... ...you will lead a dedicated client practice team and serve as... ...for affluent households, focusing on personalized financial and investment advice. The... ...including health insurance and a 401(k) plan. #J-18808-Ljbffr...Remote work- ...WealthBridge Financial Group is hiring a Financial Consultant in Leawood, Kansas. The ideal candidate will engage with clients to understand their financial objectives and provide tailored... ...opportunities and retirement planning. Required is a Bachelor’s degree in...
- ...accounts for high-net-worth clients while providing fiduciary support... ...administration and estate planning, alongside a strong technical... ...dynamic opportunity to influence wealth planning decisions while... ...with clients to achieve their financial goals. #J-18808-Ljbffr Bank...
- ...About the job Vacation Planning Consultant Vacation Planning Consultant (Remote) We'... ...perfect for someone who enjoys helping clients create stress-free, personalized vacations... ...Qualifications: • Customer-focused mindset with strong communication skills...Remote work
- ...Senior Wealth Advisor - Partner Are you confined by the... ...more services to your clients? We are looking for accomplished... ...align your long-term financial success with the... ...in advanced tax planning, family office, complex... ...Growth & Scalability Focus on net new asset...Work at office
- ...Registered Financial Client Associate Job Summary: Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of administrative support to maintain client accounts, including but not limited...Work experience placementWork at officeHome office
$25 - $30 per hour
...people? Class 101 is a national college planning franchise whose mission is to provide... ...in the college search, admissions, and financial aid process. As dedicated college advisors, we recommend potential colleges fitting clients’ factors and budget, as well as assist...Hourly payFull timePart timeWork at officeFlexible hoursNight shift$19 per hour
...our vibrant team. You will process customer transactions with a focus on accuracy, efficiency, and outstanding customer experience.... ...off, and career development opportunities. Join us in supporting the financial needs of our customers and community. #J-18808-Ljbffr...- ...Private Client Banker You have a passion for taking care of our... ...tailored to suit their financial needs. As a Private Client... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...centers, a retirement savings plan, backup childcare, tuition reimbursement...Immediate startAfternoon shift
$75k - $105k
...A leading financial services provider is seeking a Licensed Experienced Financial Professional in Kansas City. This full-time... ...ranging from $75,000 to $105,000 yearly, and focuses on providing clients with expert financial advice. You will work in a supportive...Full time- Chase is hiring a Relationship Banker in Kansas City, MO, who will focus on creating memorable experiences for clients and building lasting relationships through attentive service. The role requires at least 1 year of sales experience in retail banking or related fields...
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