Kansas City, KS · On-site +1
At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team ...
Kansas City, KS · On-site +1
At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team ...
Basic Group Life Insurance Work-life balance and access to a full suite of remote-work technology solutions Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to ...
Basic Group Life Insurance Work-life balance and access to a full suite of remote-work technology solutions Equitable Advisors is a wealth management firm built by advisors for advisors. Dedicated to ...
$149K - $251K/yr
Manager, Sales * Team: Sales * Location : US or Canada Remote Compensation Philosophy Remote ... We hope to inspire other companies to support global talent-hiring and bring local wealth to ...
$149K - $251K/yr
Manager, Sales * Team: Sales * Location : US or Canada Remote Compensation Philosophy Remote ... We hope to inspire other companies to support global talent-hiring and bring local wealth to ...
$31K - $88K/yr
Clearly communicating Remote's value propositions to prospects and learning about their needs to ... Manager, Outbound Sales Development - AMER * Team: Sales - Sales Development * Location: AMER
$31K - $88K/yr
Clearly communicating Remote's value propositions to prospects and learning about their needs to ... Manager, Outbound Sales Development - AMER * Team: Sales - Sales Development * Location: AMER
... wealth management, or a related field where you've advised individuals or families on portfolio ... Remote position open to candidates based in the United States. * Full-time role with competitive ...
... wealth management, or a related field where you've advised individuals or families on portfolio ... Remote position open to candidates based in the United States. * Full-time role with competitive ...
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment.
Overland Park, KS · On-site +1
$22.75 - $31.25/hr
... wealth management and trust services to clients throughout the nation. With office locations ... Home office environment, including separate work area, if remote. Additional technology ...
Overland Park, KS · On-site +1
$22.75 - $31.25/hr
... wealth management and trust services to clients throughout the nation. With office locations ... Home office environment, including separate work area, if remote. Additional technology ...
... wealth with immediate vesting on renewal income. * Elite Tech Stack: Full access to CRM, automated ... You are a disciplined remote professional who doesn't need "hand-holding" but values a high-level ...
Quick apply
... wealth with immediate vesting on renewal income. * Elite Tech Stack: Full access to CRM, automated ... You are a disciplined remote professional who doesn't need "hand-holding" but values a high-level ...
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Quick apply
Harness our proprietary CRM and marketing automation to efficiently oversee high-density prospect ... Establish long-term passive wealth via immediate vesting rights on all policy renewals. * Advanced ...
Our diverse team brings a wealth of experience and innovative approaches to therapy, making it a ... manage their mental health proactively. * Engaging in ongoing professional development to remain ...
New
Our diverse team brings a wealth of experience and innovative approaches to therapy, making it a ... manage their mental health proactively. * Engaging in ongoing professional development to remain ...
New
Our team is comprised of licensed therapists who bring a wealth of experience and compassion to ... depression to stress management and life transitions. Your role will directly impact clients ...
New
Our team is comprised of licensed therapists who bring a wealth of experience and compassion to ... depression to stress management and life transitions. Your role will directly impact clients ...
New
... from colleagues and access to a wealth of resources and training opportunities. Key ... Ability to effectively utilize technology for conducting remote sessions and managing client ...
New
... from colleagues and access to a wealth of resources and training opportunities. Key ... Ability to effectively utilize technology for conducting remote sessions and managing client ...
New
Overland Park, KS · Remote
$90K - $104K/yr
Our diverse team of licensed therapists brings a wealth of expertise in addressing a variety of ... You will have access to a user-friendly therapist dashboard that allows for seamless management of ...
New
Overland Park, KS · Remote
$90K - $104K/yr
Our diverse team of licensed therapists brings a wealth of expertise in addressing a variety of ... You will have access to a user-friendly therapist dashboard that allows for seamless management of ...
New
Enjoy the freedom to manage your schedule while contributing to an environment designed to promote ... Provide evidence-based therapeutic interventions, drawing upon a wealth of methodologies tailored ...
New
Enjoy the freedom to manage your schedule while contributing to an environment designed to promote ... Provide evidence-based therapeutic interventions, drawing upon a wealth of methodologies tailored ...
New
... wealth of resources and support to enhance their practice while working from the comfort of their ... notes management. * Engage in ongoing collaboration with colleagues, exchanging insights and ...
New
... wealth of resources and support to enhance their practice while working from the comfort of their ... notes management. * Engage in ongoing collaboration with colleagues, exchanging insights and ...
New
You'll have access to a wealth of resources, including virtual meetings with peers and management ... Prior work in a remote environment, utilizing digital communication tools effectively for therapy ...
New
You'll have access to a wealth of resources, including virtual meetings with peers and management ... Prior work in a remote environment, utilizing digital communication tools effectively for therapy ...
New
$100K/yr
... wealth preservation and creation to families and individuals. You can make a huge impact on your ... Stable work history * Excellent communication and time management skills * Coachable and ...
$100K/yr
... wealth preservation and creation to families and individuals. You can make a huge impact on your ... Stable work history * Excellent communication and time management skills * Coachable and ...
Shawnee, KS · Remote
We pride ourselves on our multidisciplinary team that integrates therapy, medication management ... Career Growth Opportunities Joining Gotham Enterprises Ltd opens the door to a wealth of career ...
New
Shawnee, KS · Remote
We pride ourselves on our multidisciplinary team that integrates therapy, medication management ... Career Growth Opportunities Joining Gotham Enterprises Ltd opens the door to a wealth of career ...
New
Holton, KS · On-site +1
The ideal candidate will bring a wealth of knowledge and experience to help our patients achieve ... Collaborate daily with psychiatrists, nurses, and other healthcare professionals in case management ...
New
Holton, KS · On-site +1
The ideal candidate will bring a wealth of knowledge and experience to help our patients achieve ... Collaborate daily with psychiatrists, nurses, and other healthcare professionals in case management ...
New
Winfield, KS · Remote
As part of a fully equipped hospice center, you can access a wealth of resources and support to ... Proven ability to manage a busy caseload efficiently, while ensuring high-quality care delivery.
New
Winfield, KS · Remote
As part of a fully equipped hospice center, you can access a wealth of resources and support to ... Proven ability to manage a busy caseload efficiently, while ensuring high-quality care delivery.
New
$66.9K - $70.3K
8% of jobs
$70.3K - $73.7K
8% of jobs
$76.7K is the 25th percentile. Wages below this are outliers.
$73.7K - $77.1K
9% of jobs
$77.1K - $80.5K
9% of jobs
$80.5K - $83.9K
9% of jobs
The median wage is $86K / yr.
$83.9K - $87.3K
8% of jobs
$87.3K - $90.7K
10% of jobs
$90.7K - $94.1K
9% of jobs
$94.9K is the 75th percentile. Wages above this are outliers.
$94.1K - $97.5K
9% of jobs
$97.5K - $100.9K
8% of jobs
$100.9K - $104.3K
9% of jobs
$66.9K
$87.2K
$104.3K
A Remote Wealth Management job involves providing financial planning, investment advice, and portfolio management services to clients virtually. Professionals in this role use digital tools to assess clients' financial goals, develop strategies, and monitor investments without in-person meetings. They may work for financial firms, banks, or as independent advisors, offering convenience and flexibility to both clients and advisors. Strong communication, analytical skills, and knowledge of financial markets are essential for success in this role.
A remote wealth management professional usually begins their day by reviewing market updates, client portfolios, and responding to urgent client inquiries. Much of the work involves analyzing financial data, preparing investment recommendations, and conducting virtual meetings with clients to discuss their financial goals and progress. Collaboration with internal analysts, tax specialists, and support teams also takes place through online communication platforms. The role requires excellent time management and adaptability to ensure proactive client service and effective portfolio oversight in a fully remote setting.
To thrive in Remote Wealth Management, a strong background in finance, investment strategies, and client relationship management is essential, often supported by a bachelor's degree in finance or a related field and licenses such as Series 65 or CFP certification. Proficiency with financial planning software, CRM tools, and secure communication systems is typically required. Outstanding soft skills include proactive communication, trust-building, and self-motivation to manage client portfolios remotely. These competencies are critical for delivering high-quality, tailored advice to clients while maintaining compliance and meeting performance benchmarks in a virtual environment.
The most popular types of Wealth Management jobs in Kansas are:
For Remote Wealth Management jobs in Kansas, the most frequently searched job titles are:
The top searched job categories for Remote Wealth Management jobs in Kansas are:
Cities in Kansas with the most Remote Wealth Management job openings:
Kansas City, KS • On-site, Remote
Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 27 days ago
8.2
Based on 22 frontline employees who took The Breakroom Quiz
**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**
Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.
We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!
Role Highlights
Client Engagement: Cultivate and expand your network within established markets
Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Work-Life Balance: Flexible schedule to maximize productivity and personal time
Location: Working outside the office in local schools and municipalities
Skills & Experience
Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States
Training & Development
FINRA Sponsorship: provided for required FINRA licensing
Preliminary Employment Period (PEP): comprehensive 120-day hands-on training
Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition
Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program
Compensation & Benefits
Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP
Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management
Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.
Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.
Our Culture and Community Impact
Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and "Equitable Excellence," which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)
Get the full story on Breakroom
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At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.
Finance and insurance
5,001 - 10,000 Employees
New York, NY, US
1859
