Financial Wealth Advisor

u003cdivu003eu003cstrongu003eResponsibilities:u003c/strongu003eu003c/divu003eu003culu003eu003cliu003eBuilding and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.u003c/liu003eu003cliu003eConduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation.u003c/liu003eu003cliu003eDevelop and present tailored investment portfolios, making adjustments as market conditions and client needs evolve.u003c/liu003eu003cliu003eMaintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools.u003c/liu003eu003cliu003eCollaborate with internal specialists to provide holistic wealth management solutions.u003c/liu003eu003cliu003eAdhere to all compliance regulations and uphold ethical standards in client interactions and financial recommendations.u003c/liu003eu003cliu003eEducate and guide clients through complex financial concepts to support informed decision- making.u003c/liu003eu003c/ulu003eu003cdivu003eu003cstrongu003eQualifications:u003c/strongu003eu003c/divu003eu003culu003eu003cliu003e2-3 years' experience as Financial Advisor preferred.u003c/liu003eu003cliu003eBachelor's degree in related field and CFP, CFA, ChFC strongly preferredu003c/liu003eu003cliu003eMust have a u003cstrongu003eu003cspan style= 'text-decoration: underline; 'u003eBook of Businessu003c/spanu003e u003c/strongu003eto bring to the firmu003c/liu003eu003c/ulu003eu003cdivu003eu0026 u003c/divu003e ', 'location ': 'Topeka, KS ', 'remote ':null, 'jobtype ': 'directhire ', 'remoteoption ': 'no ', 'featuredonjobboard ':false, 'ownedbyagency ':false, 'externalid ': 'BR07-2748918

Created: 2025-11-01