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

Senior Financial Planner (CFP Required)

$85k - $125k

FPA of Charlotte

Overview Nova R Wealth is growing and seeking an experienced CFP® professional to serve high-net-worth individuals and families. We are a culture-first advisory firm that prioritizes preparation, discretion, and long-term client relationships. We believe in the power of collaboration and teamwork. We have intentionally built a firm where excellence compounds and culture resounds. If you believe wealth management is more about stewardship, relationship management and not sales, we should talk. We are growing and there has never been a more exciting time to join! Responsibilities You will lead comprehensive financial planning engagements including Advanced retirement modeling Tax-aware planning Estate and legacy coordination Risk management strategy Balance sheet and cash flow analysis Collaborate with CPAs and estate attorneys where applicable We serve clients who expect depth, clarity, and professionalism. Qualifications CFP® certification required 5 to 10 years serving affluent or high-net-worth clients Ability to manage complex planning engagements independently Strong communication skills and fiduciary mindset Commitment to professionalism and culture Compensation Compensation base salary + quarterly bonus Base salary $85,000-$125,000 commensurate with experience Clear long-term growth trajectory and opportunity Location: Overland Park, KS • Type: Full Time • Salary: $85,000-$125,000 Nova R Wealth is a boutique, multi-generational wealth management firm focused on serving high-net-worth families with depth, discretion, and long-term stewardship. We are a culture-first organization where preparation matters, relationships compound over decades, and advisors operate as true fiduciaries. If you are a CFP® who takes pride in thoughtful planning, values collaboration over ego, and wants to help shape a firm designed for enduring client impact across generations, please message us directly or apply. #J-18808-Ljbffr FPA of Charlotte

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Planner (CFP Required) in Overland Park, KS vacancy
  • $125k - $150k

    Aprio in Overland Park, Kansas, seeks a Senior Financial Planner to join its Wealth Management team. This role involves delivering comprehensive...  ...least 5 years of experience in financial services, holds a CFP certification, and shows strong leadership and communication... 
    Senior
    Remote job
    Flexible hours

    Aprio

    Overland Park, KS
    1 day ago
  • $125k - $150k

    Senior Financial Planner Join Aprio's Wealth Management team, and you will help clients maximize their...  ...with internal policies and regulatory requirements. Support business development efforts...  ...; advanced degrees are encouraged CFP certification or other accredited designation... 
    Senior
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Overland Park, KS
    1 day ago
  • $85k - $125k

    Nova R Wealth is seeking an experienced CFP® professional in Overland Park, KS, to lead financial planning for high-net-worth clients. This full-time role offers a base salary between $85,000 and $125,000, depending on experience, along with quarterly bonuses. The ideal... 
    Senior
    Full time

    FPA of Charlotte

    Overland Park, KS
    2 days ago
  • A growing wealth management firm in Overland Park is seeking an experienced CFP® professional to lead comprehensive financial planning engagements for high-net-worth clients. The ideal candidate will have 5 to 10 years of experience with affluent clients and strong communication... 
    Senior

    Nova R Wealth

    Overland Park, KS
    5 days ago
  • BOK Financial Corporation in Overland Park seeks a Relationship Manager III for Commercial Banking. The role involves managing commercial loans and providing a suite of financial products to middle-market clients. Candidates should have a Bachelor’s degree and 5-7 years... 
    Senior

    BOK Financial Corporation

    Overland Park, KS
    5 days ago
  • BOK Financial is seeking a Relationship Manager III in Overland Park to deliver financial products and service commercial loans to middle-market businesses. The role requires strong knowledge of commercial underwriting processes and management of profitable customer portfolios... 
    Senior

    BOK Financial

    Overland Park, KS
    5 days ago
  • $26 - $29 per hour

     ...Senior Relationship Banker The Senior Relationship Banker is an advanced, highly skilled...  ..., and operational management. This role requires extensive knowledge of banking products,...  ...business customers, offering tailored financial solutions. Build and maintain strong,... 
    Senior
    Temporary work
    Work at office
    Local area
    Immediate start
    Flexible hours

    Busey

    Leawood, KS
    3 days ago
  • $50k - $75k

    Morgan Hunter is seeking a Financial Advisor in Overland Park, Kansas. This unique position moves away from traditional cold-calling...  ...financial services and are eager to pursue a Certified Financial Planner (CFP) designation. The firm offers mentorship, a supportive... 

    Morgan Hunter

    Overland Park, KS
    5 days ago
  • $50k - $75k

     ...call sales. This one doesn’t . role is truly for a REAL financial advisor and not the mass-marketed roles you see posted online...  ...great. If you’ve ever considered getting your CFP (Certified Financial Planner) designation and building a career around helping people... 

    Morgan Hunter

    Overland Park, KS
    3 days ago
  • $50k - $75k

    Morgan Hunter is seeking a dedicated financial advisor in Overland Park, Kansas. This unique...  ...services and are interested in pursuing CFP certification. The role offers a base salary...  ...career. Residing in the Kansas City Metro is required. #J-18808-Ljbffr Morgan Hunter

    Morgan Hunter

    Overland Park, KS
    3 days ago
  •  ...Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We...  ...partner resources Ensure that individual goals are met through required levels of in person and outbound calling activities that... 
    Senior
    Night shift

    Simmons Bank

    Olathe, KS
    2 days ago
  • A financial services firm is seeking a Financial Planning Associate in Overland Park, Kansas...  ...will support a team of personal financial planners by evaluating data to prepare financial...  ...development, including the financing of the CFP exam. Candidates must be detail-oriented... 
    Work at office

    Stepp & Rothwell, Inc.

    Overland Park, KS
    5 days ago
  • $150k - $300k

     ...emphasizing a high level of client trust and experience. The role involves advising clients aged 60-75 on retirement income planning and requires a CFP® designation or actively pursuing it, along with an active life insurance license. A fully virtual setup is required, with base... 
    Senior
    Full time

    MedicareSchool.com

    Kansas City, MO
    1 day ago
  • A leading financial institution in Overland Park seeks a Private Wealth Advisor to serve ultra-affluent clients. The advisor will work collaboratively with a team to meet complex financial goals, providing tailored investment and wealth management solutions. Ideal candidates... 
    Senior
    Work at office

    First National Bank of Omaha

    Overland Park, KS
    2 days ago
  •  ...profitable business development for a portfolio of companies, requiring strong financial analysis and relationship management skills. Candidates...  ...commercial banking experience and the ability to engage with senior executives. This position offers a full-time opportunity to... 
    Senior
    Full time

    Fifth Third

    Kansas City, MO
    3 days ago
  • $99.75k - $214.37k

    A financial institution in Kansas City is seeking a Senior Commercial Relationship Manager to develop and manage a commercial loan portfolio. This hybrid role requires strong sales experience, especially in commercial banking, along with a Bachelor's degree or equivalent... 
    Senior

    UMB Financial Corporation

    Kansas City, MO
    5 days ago
  • A regional community bank is seeking a Financial Center Manager to lead a team in fulfilling customer needs through exceptional service and effective management. The ideal candidate will have management experience and a passion for sales and customer relations. This role... 
    Senior

    Simmons Bank

    Kansas City, MO
    1 day ago
  • Voya Financial is seeking a qualified financial planner in Overland Park, Kansas to deliver personalized investment solutions. The ideal candidate should have a Bachelor's degree in Finance, over 5 years of industry experience, and a strong understanding of the investment... 
    Senior

    Voya Financial

    Overland Park, KS
    1 day ago
  • $83.2k - $178.8k

    Wealth Planner Type of Role: Individual contributor,...  ...and Purview: Deliver financial planning services to Private...  ...facing Wealth Planner Senior mentor for other...  ...Other duties as assigned Requirements Knowledge & Skills...  ...Hold or in pursuit of CFP certification or FINRA... 
    Senior
    Work at office
    Local area
    Flexible hours

    UMB

    Kansas City, MO
    4 days ago
  •  ...the ideal place for you. The Senior Security Analyst is a key member of...  ...adherence to regulatory or contractual requirements (HIPAA, PCI, GDPR, etc., as applicable)....  ...exposure, probability of threat events, and financial impact across critical assets and... 
    Senior
    Full time

    Propio Language Services

    Leawood, KS
    2 days ago
  •  ...Kansas, is seeking a skilled Security Analyst III to enhance its security posture. This role focuses on email security and automation, requiring experience with Microsoft Defender for Office 365 and security workflows. Responsibilities include conducting penetration tests,... 
    Senior
    Work at office

    Jocogov

    Olathe, KS
    3 days ago
  •  ...a Bachelor’s degree in Information Technology and a minimum of 8 years of IT experience, including 5 years in information security. Exceptional skills in Microsoft Defender for Office 365 and web application testing are required. #J-18808-Ljbffr Johnson County Kansas
    Senior
    Work at office

    Johnson County Kansas

    Olathe, KS
    5 days ago
  • A dynamic payment solutions provider in Overland Park is seeking a Senior Information Security Analyst to enhance their security posture. This role involves monitoring security alerts, conducting incident response, and ensuring compliance with PCI DSS and ISO standards... 
    Senior

    Medium

    Overland Park, KS
    1 day ago
  • $55k - $65k

     ...Senior Credit Analyst Ace Retail Group (ARG), a division of Ace Hardware Corporation...  ...Participate and/or manage projects when required. Other Essential Requirements:...  ...Collections. Working knowledge of JD Edwards financial software systems. Prior experience... 
    Senior

    Westlake Hardware

    Overland Park, KS
    4 days ago
  • Gpac is seeking an experienced Commercial Loan Officer in Shawnee, Kansas. This role involves managing and growing a commercial loan portfolio and working with various business clients, including small to mid‑size businesses and corporations. The ideal candidate will have...
    Senior

    Gpac

    Shawnee, KS
    5 days ago
  •  ...Senior FP&A Analyst North America Full Time | Hybrid | Finance | Olathe, KS Role Overview: We are seeking an experienced and highly motivated Senior FP&A Analyst to lead the financial planning and analysis function for our North American region. Reporting directly... 
    Senior
    Full time
    Flexible hours

    TVH Parts Holding NV

    Olathe, KS
    5 days ago
  •  ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to...  ...until employee has successfully completed licensing and SAFE requirements. Upon successful completion, employees will transition to the... 
    Temporary work
    Work experience placement
    Immediate start

    WELLS FARGO BANK

    Olathe, KS
    7 days ago
  •  ...Senior FP&A Analyst - Budget It's exhilarating to find yourself at a pivotal moment in historyand even more so to be leading the...  ...Team by partnering with leadership and stakeholders to attain financial objectives. By providing accurate, consistent, timely, and insightful... 
    Senior
    Immediate start
    Worldwide

    QTS Data Centers

    Overland Park, KS
    1 day ago
  • A leading B2B payment solutions provider is seeking a Senior Information Security Analyst in Overland Park, Kansas. The role focuses on security operations and compliance, requiring expertise in incident response and audit readiness for frameworks such as PCI DSS and ISO... 
    Senior

    TreviPay

    Overland Park, KS
    2 days ago
  • $1,000 per month

     ...Northwestern Mutual College Financial Representative Internship College...  ...such as the Series 6 & 63 or CFP. Get inspired at local and...  ...-time student; juniors and seniors preferred Entrepreneurial...  ...3 registrations (eligibility required) For over 165 years, we have... 
    Full time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Olathe, KS
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Planner (CFP Required). Be the first to apply!