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

Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients

WealthBridge Financial Group

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 provide them with tailored advice and strategies that align with their goals. You will leverage your financial expertise to offer comprehensive solutions, including investment opportunities, retirement planning, and wealth management strategies. As a Financial Consultant at WealthBridge, you will play a pivotal role in empowering clients to make informed financial decisions. You will utilize advanced financial tools and analytics to assess client needs and develop effective action plans. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively. Join WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear from you. Requirements Bachelor's degree in finance, accounting, or a related field Experience in financial consulting or a similar role is preferred Strong analytical and problem-solving skills Excellent communication and interpersonal skills to effectively connect with clients Demonstrated ability to build and maintain client relationships Licenses or certifications in financial planning are a plus Benefits Top-tier health coverage including medical, dental, and vision plans for you and your dependents 401(k) retirement plan with company match to help you build long-term security Life and disability insurance for added peace of mind Employee wellness programs and mental health resources Career growth opportunities and ongoing training support #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients in Topeka, KS vacancy
  •  ...Private Wealth Advisor; Investment Management...  ...7/31/2026 BOK Financial Corporation Group...  ...at understanding clients' needs and...  ...confidentiality. Continuous learning, professional...  ...development strategies tailored to your...  ...experience or an advanced post-graduate degree... 
    High net worth
    Work experience placement
    Work at office

    BOK Financial

    Topeka, KS
    1 day ago
  •  ...A financial advisory firm in Topeka, United States, is seeking a Financial Advisor to build and manage a portfolio of high-net-worth clients. The role involves conducting financial assessments, developing tailored investment portfolios and collaborating with specialists... 
    High net worth

    Keystone Distinction Group

    Topeka, KS
    1 day ago
  •  ...Riverscape Search Agency is looking for a Financial Advisor based in Topeka, Kansas. This role focuses on building and managing portfolios for high-net-worth clients, requiring expertise in financial assessments and tailored investment advice. Applicants should have a... 
    High net worth

    Riverscape Search Agency

    Topeka, KS
    2 days ago
  • $76.4k - $138.6k

     ...protecting EY and client information assets...  ...Security we blend risk strategy, digital identity,...  ...Management Lead, you will identify...  ...while continuously learning and identifying ways...  ...your physical, financial, and emotional well...  ...Enabled by data, AI and advanced technology, EY... 
    Suggested
    Summer holiday
    Local area
    Flexible hours

    EY

    Topeka, KS
    1 day ago
  • $50k

     ...branch-team business model. One financial advisor and one branch office...  ...entirely focused on building client relationships. It\'s our sole...  ...to-face and virtual sourcing strategies (e.g., residential, business...  ...skills and self-starter Love of learning and challenges, including... 
    Suggested
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Topeka, KS
    2 days ago
  •  ...purpose to help make financial lives better through the...  ...delivering for our clients, teammates, communities...  ...with opportunities to learn, grow, and make an impact...  ...triaging client leads, making referrals to business...  ...and investments strategies that align with client... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Dormont Manufacturing Company

    Topeka, KS
    1 day ago
  • $45 per hour

     ...managing a portfolio of high-net-worth clients, cultivating long-term relationships based...  ..., and performance.Conduct detailed financial assessments to understand client... Show...  ...Full-time Job Title: Automotive Service Advisor.As an Automotive Service Advisor, you are... 
    High net worth
    Hourly pay
    Full time
    Part time
    Work at office
    Remote work
    Work from home
    Weekend work

    Swindoll Janzen Hawk and Loyd LLC

    Topeka, KS
    3 days ago
  • $120.97k

     ...leadership role is responsible for advancing remedial action strategies, ensuring the effective...  ...to drive sales growth and client retention. Key...  ...Design-Build Experience: Lead or support the design-build...  ...supporting their efforts to learn and grow. We strive to create... 
    Work experience placement
    H1b

    CDM Smith

    Topeka, KS
    4 days ago
  • $124k - $211k

     ...Job Description The Lead Actuary – Pharmacy...  ...existing and prospective clients. This role partners closely...  ...market research and financial modeling Present...  ...implications for pricing strategy Ensure compliance...  ...Qualifications Advanced proficiency in Excel;... 
    Work experience placement
    Local area
    Remote work
    Visa sponsorship
    Work visa

    Prime Therapeutics

    Topeka, KS
    2 days ago
  •  ...A great place to work. Lead Analyst Job Status: Full...  ...level: 10 years in financial / operational role with...  ...strategic direction of clients, the ability to quickly...  ...Excellent data analysis and advanced proficiency of Excel is...  ...up to 75% as required Learn more about our team and... 
    Full time
    Work at office

    Implementation Engineers

    Topeka, KS
    2 days ago
  • $134.26k - $248.39k

     ...regional, and local clients across all modes...  ...developing concepts, strategy, tactical...  ...Responsibilities Lead and direct the development...  ...modeling, financial planning, planning...  ...across the firm, to advance this evolving discipline...  ...their efforts to learn and grow. We... 
    Local area

    CDM Smith

    Topeka, KS
    1 day ago
  • $79.4k - $136.4k

     ...Overview The Database Team Lead oversees the design,...  ...availability, and disaster-recovery strategies across on-premises and cloud-...  ...cloud database services. Advanced DBA or cloud database certifications...  ...education, certifications, client requirements, contract-... 
    Contract work
    Work at office

    ASM Research, An Accenture Federal Services Company

    Topeka, KS
    4 days ago
  • $150.16k

     ...CDM Smith is seeking a Lead Enterprise Architect to...  ...enterprise application strategy, establish architecture...  ...• Acts as a trusted advisor to delivery teams and stakeholders...  ...their efforts to learn and grow. We strive to...  ...as the needs of our clients. CDM Smith Inc. and its... 
    Work experience placement
    H1b
    Remote work

    CDM Smith

    Topeka, KS
    3 days ago
  • $97.5k - $209.5k

     ...Services is hiring a Lead Learning Consultant to support...  ...Innovative Technology Advancement Lab (VITAL) program....  .... Serve as a trusted advisor to VA participants, reinforcing...  ...corporate and client assets, and take...  ...Stock Purchase Plan # Financial planning and group... 
    Contract work
    Temporary work
    Local area
    Flexible hours

    Oracle

    Topeka, KS
    3 days ago
  • $101.23k - $172.36k

     ...RBC Rochdale partners with financial advisors and their high-net-worth clients to build intelligently...  ...years of investment and /or HNW related experience....  ..., one of North America's leading diversified financial services companies. To learn more about City National... 
    High net worth
    Remote work

    City National Bank

    Topeka, KS
    2 days ago
  • $130.9k - $154k

     ...platform - and with it, the future global financial system. To achieve our mission, we're...  ...~ Technical proficiency: Advanced Excel, SQL for data analysis, and experience...  ...Glean) in daily workflows, continuously learn as tools evolve, and apply human-in-the-... 
    Local area

    Coinbase

    Topeka, KS
    3 days ago
  •  ...Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning...  ...solutions with help from industry-leading training, mentors, and products. As...  ...-facing roles Desire for continuous learning What we offer: Award-winning... 
    Work at office
    Flexible hours

    Bankers Life

    Topeka, KS
    4 days ago
  •  ...wealth management firm dedicated to helping clients pursue their financial goals through customized investment and planning strategies. The firm offers unbiased guidance across...  .... Role Description The Financial Advisor will work full time on-site in the Topeka... 
    Full time

    Endeavor Private Wealth

    Topeka, KS
    3 days ago
  •  ...Job Summary This job performs financial and business related research...  .... Serve as a project lead for special projects within the...  ...activities to ensure the project is advancing properly and to ensure the...  ...relationship building skills Client focused with strong business... 
    Work at office
    Local area

    Highmark Health

    Topeka, KS
    3 days ago
  • $152.7k - $294k

     ...protecting EY and client information...  ...we blend risk strategy, digital identity...  ...risks, while also leading the...  ...Become the trusted advisor on technology risk...  ...Security. An advanced degree in Computer...  ...teams. Learn more . We offer...  ...your physical, financial, and emotional... 
    Work experience placement
    Summer holiday
    Local area
    Flexible hours

    Ernst & Young Oman

    Topeka, KS
    1 day ago
  • $146.3k - $306.4k

     ...Construction Cost Manager Lead (OCI) provides end...  ...use of AI and advanced analytics within...  ...Cost Strategy, Governance & Controls...  ...Serve as a trusted advisor to program leadership...  ...U.S. customer or client-facing roles may be...  ...Purchase Plan # Financial planning and group... 
    Contract work
    Temporary work
    Remote work
    Work from home
    Flexible hours
    Shift work

    Oracle

    Topeka, KS
    5 days ago
  • $86.4k

     ...SUMMARY This job performs financial and business related research...  ...developed. Serve as a project lead for special projects within...  ...to ensure the project is advancing properly and to ensure the project...  ...building skills Client focused with strong business... 
    For contractors
    Work at office
    Local area

    Highmark Health

    Topeka, KS
    3 days ago
  •  ...managing a portfolio of high-net-worth clients, cultivating long-term relationships based...  ..., and performance. Conduct detailed financial assessments to understand clients' goals...  ...Qualifications: 2-3 years' experience as Financial Advisor preferred. Bachelor's degree in related... 
    High net worth

    ExcelliSearch, Inc.

    Topeka, KS
    15 hours ago
  •  ...Evidence of education and learning, Bachelor's degree preferred...  ...preferred Other progressive advancements in banking career evidence...  ...extremely competitive, and client-focused and realize that...  ..., Trust , Wealth Officer, Financial advisor banking, bank, credit union... 
    Bank staff

    gpac

    Topeka, KS
    1 day ago
  • A financial services company is seeking a Senior Business Analysis Manager who will apply strategic and analytical skills to key challenges. This role involves developing growth strategies, leading a team of analysts, and coordinating marketing efforts. Candidates should... 
    Remote work

    Capital One

    Topeka, KS
    2 days ago
  • $66.5k - $123.5k

     ...comprehensive leadership to clients, oversees teams’...  ...client specifics, company strategies, values, and...  ..., and best practices. Lead weekly team meetings with...  ...implement, and manage financial and operational measures...  ...20,000 courses on our learning platform, leadership courses... 
    Immediate start
    Flexible hours

    American Express Global Business Travel

    Topeka, KS
    15 hours ago
  •  ...personal and professional growth opportunities. Learn more at Overview of Job Function Job Summary: Integral part of the Financial Planning and Analysis team. Responsibilities...  ...financial analysis and reporting processes Advanced skills in Excel Knowledge of financial... 
    Local area
    Shift work

    Verint Systems

    Topeka, KS
    5 days ago
  • $15 - $17 per hour

     ...around it. ~ Full and part-time opportunities ~ Opportunity for advancement (most of our Managers have been promoted within) ~ Medical,...  ...skills. Flexibility, humility and a willingness to learn. Exemplify PepperJax Grill’s culture by demonstrating an awesome... 
    Hourly pay
    Full time
    Part time
    Flexible hours
    Shift work

    PepperJax Grill

    Topeka, KS
    7 days ago
  • $245.45k - $381.11k

     ...Director, Global Value Evidence Lead, is a strategic leader...  ...driving the global value evidence strategy across the company’s...  ...value of our products Utilize advanced scientific knowledge and emerging...  ...understand, Otsuka will never ask for financial information of any kind or... 
    Temporary work
    Local area
    Flexible hours

    Otsuka America Pharmaceutical Inc.

    Topeka, KS
    3 days ago
  • $90.23k

     ...CDM Smith is seeking a Senior Financial Analyst to join our Corporate...  .... Skills & Abilities Advanced skills in Microsoft Excel and...  ...supporting their efforts to learn and grow. We strive to create...  ...diverse as the needs of our clients. CDM Smith Inc. and its divisions... 
    H1b

    CDM Smith

    Topeka, KS
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients. Be the first to apply!