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KB Search Team, LLC
Financial Wealth AdvisorKB Search Team, LLC • Topeka, KS, United States
Financial Wealth Advisor

Financial Wealth Advisor

KB Search Team, LLC • Topeka, 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
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Financial Wealth Advisor • Topeka, KS, United States

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