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Financial planner Jobs in Topeka, KS

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Financial planner • topeka ks

Last updated: 30+ days ago

Financial Wealth Advisor

Genesis Management Consulting GlobalTopeka, 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

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

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

Vitruvian Consulting, 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

Connectly 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

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

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

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

KLA Industries Executive Search for Plastics & PackagingTopeka, 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

R L Barclay and 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

Bradford ConsultingTopeka, 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

Regional Planner/Scheduler

Cushman & WakefieldTopeka, KS, United States
$67,150.00 yearly
Full-time

This role combines the responsibilities of the Planner and the Scheduler function.Primarily responsible for receiving all written and electronic customer work requests, verify completeness of all e... Show more

Financial Wealth Advisor

Joseph Michaels InternationalTopeka, 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

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

ExcelliSearch, 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

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

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Financial Wealth Advisor

Financial Wealth Advisor

Genesis Management Consulting GlobalTopeka, 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