Talent.com
Financial Wealth Advisor
Financial Wealth AdvisorStratus Staffing • Topeka, KS
Financial Wealth Advisor

Financial Wealth Advisor

Stratus Staffing • Topeka, KS
Hace más de 30 días
Tipo de contrato
  • Indefinido
Descripción del trabajo
Responsibilities:
  • Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.
  • Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation.
  • Develop and present tailored investment portfolios, making adjustments as market conditions and client needs evolve.
  • Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools.
  • Collaborate with internal specialists to provide holistic wealth management solutions.
  • Adhere to all compliance regulations and uphold ethical standards in client interactions and financial recommendations.
  • Educate and guide clients through complex financial concepts to support informed decision- making.
Qualifications:
  • 2-3 years' experience as Financial Advisor preferred.
  • Bachelor's degree in related field and CFP, CFA, ChFC strongly preferred
  • Must have a Book of Business to bring to the firm
Crear una alerta de empleo para esta búsqueda

Financial Wealth Advisor • Topeka, KS

Ofertas similares

Financial Wealth Advisor

Franklin ProfessionalsTopeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más

 • Oferta promocionada

Financial Wealth Advisor

KB Search Team, LLCTopeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más

 • Oferta promocionada

Financial Wealth Advisor

Sun RecruitingTopeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más

 • Oferta promocionada

Financial Wealth Advisor

Aspire Talent SolutionsTopeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más

 • Oferta promocionada

Financial Wealth Advisor

Executive Talent Management ConsultingTopeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más

 • Oferta promocionada

Financial Wealth Advisor

MedTeam Staffing Inc.Topeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más

 • Oferta promocionada

Financial Wealth Advisor

United Future, Inc.Topeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más

 • Oferta promocionada

Financial Wealth Advisor

Soap Creek ResourcesTopeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más

 • Oferta promocionada

Financial Wealth Advisor

USA Staffing NetworkTopeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más

 • Oferta promocionada

Financial Wealth Advisor

Henderson Group RecruitingTopeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más

 • Oferta promocionada

Financial Wealth Advisor

Gallman ConsultingTopeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más

 • Oferta promocionada

Financial Wealth Advisor

Your Talent Team LLCTopeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más

 • Oferta promocionada

Financial Wealth Advisor

Accounting SearchTopeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más

 • Oferta promocionada

Financial Wealth Advisor

JobFormanceTopeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más

 • Oferta promocionada

Financial Wealth Advisor

Telequest Communications, Inc.Topeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más

 • Oferta promocionada

Financial Wealth Advisor

LRSolutions, LLCTopeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más

 • Oferta promocionada

Financial Wealth Advisor

Welsh and AssociatesTopeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más

 • Oferta promocionada

Financial Wealth Advisor

Genesis Management Consulting GlobalTopeka, KS, United States
A tiempo completo

Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.Conduct detailed financial assessments to understand client...Mostrar más