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Financial examiner Jobs in Topeka, KS

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Financial examiner • topeka ks

Last updated: 4 days ago

Financial Wealth Advisor

Aspire Talent SolutionsTopeka, KS, United States
Full-time

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... Show more

Financial Wealth Advisor

Henderson Group RecruitingTopeka, KS, United States
Full-time

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... Show more

Financial Wealth Advisor

Ridgemont Resources, Inc.Topeka, KS, United States
Full-time

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... Show more

Financial Wealth Advisor

LRSolutions, LLCTopeka, KS, United States
Full-time

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... Show more

Lead Voucher Examiner

US Department of Veterans AffairsTopeka, KS, United States
Full-time +1

The incumbent performs developmental assignments under normal supervision.The incumbent independently performs the functions and duties of the position by organizing, researching and completing wor... Show more

Financial Wealth Advisor

Workforce RecruiterTopeka, KS, United States
Full-time

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... Show more

Financial Wealth Advisor

RON Sunshine Associates LLCTopeka, KS, United States
Full-time

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... Show more

Financial Wealth Advisor

JobFormanceTopeka, KS, United States
Full-time

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... Show more

Financial Wealth Advisor

Forest Recruiting Group aka Affiliated Recruiters NetworkTopeka, KS, United States
Full-time

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... Show more

Financial Wealth Advisor

SourcePro Search, LLCTopeka, KS, United States
Full-time

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... Show more

Financial Wealth Advisor

McBride Executive Search and SelectionTopeka, KS, United States
Full-time

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... Show more

Financial Wealth Advisor

Sun RecruitingTopeka, KS, United States
Full-time

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... Show more

Financial Wealth Advisor

MJR RecruitingTopeka, KS, United States
Full-time

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... Show more

Financial Wealth Advisor

MedTeam Staffing Inc.Topeka, KS, United States
Full-time

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... Show more

Financial Wealth Advisor

United Future, Inc.Topeka, KS, United States
Full-time

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... Show more

Remote Building Code Plans Examiner

Micro1Topeka, Kansas, US
$80.00 hourly
Remote
Full-time

AI data lab for training frontier models and evaluating AI agents.Experts contribute their diverse subject matter knowledge across domains such as finance, healthcare, STEM engineering, and more.AI... Show more

Financial Wealth Advisor

Riverscape Search AgencyTopeka, KS, United States
Full-time

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... Show more

Financial Wealth Advisor

Zaddy SolutionsTopeka, KS, United States
Full-time

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... Show more

Financial Wealth Advisor

Pernini LegalTopeka, KS, United States
Full-time

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... Show more

Financial Wealth Advisor

KOB Solutions, Inc.Topeka, KS, United States
Full-time

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... Show more

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Financial Wealth Advisor

Financial Wealth Advisor

Aspire Talent SolutionsTopeka, KS, United States
30+ days ago
Job type
  • Full-time
Job description

Job Title

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