Wealth Advisor
Wichita, KS · On-site
Medical
PTO
Position Title: Wealth Advisor The Wealth Advisor role presents an exciting opportunity for ... Opportunity to purchase company stock with initial shares awarded upon joining * Access to HMO and ...
Wealth Advisor
Wichita, KS · On-site
Medical
PTO
Position Title: Wealth Advisor The Wealth Advisor role presents an exciting opportunity for ... Opportunity to purchase company stock with initial shares awarded upon joining * Access to HMO and ...
Sr. Wealth Management Advisor
Leawood, KS · On-site
$100K - $200K/yr
Wealth Management Advisor (CFP ® ) Location: Leawood, KS | Greater Kansas City Area Work Model ... and concentrated stock positions * Maintain strong compliance, documentation, and fiduciary ...
Quick apply
Sr. Wealth Management Advisor
Leawood, KS · On-site
$100K - $200K/yr
Wealth Management Advisor (CFP ® ) Location: Leawood, KS | Greater Kansas City Area Work Model ... and concentrated stock positions * Maintain strong compliance, documentation, and fiduciary ...
Wealth Strategist
Wichita, KS · On-site
$108K - $140K/yr
... stock options, and cash flow modeling. • Manage the investment process including risk assessment, asset allocation, asset location, and portfolio structure; manage the daily cash flows into and out ...
Wealth Strategist
Wichita, KS · On-site
$108K - $140K/yr
... stock options, and cash flow modeling. • Manage the investment process including risk assessment, asset allocation, asset location, and portfolio structure; manage the daily cash flows into and out ...
Wealth Strategist
Wichita, KS · On-site
$108K - $140K/yr
... stock options, and cash flow modeling. • Manage the investment process including risk assessment, asset allocation, asset location, and portfolio structure; manage the daily cash flows into and out ...
Wealth Strategist
Wichita, KS · On-site
$108K - $140K/yr
... stock options, and cash flow modeling. • Manage the investment process including risk assessment, asset allocation, asset location, and portfolio structure; manage the daily cash flows into and out ...
Portfolio Manager & Trader
Lawrence, KS · On-site
Medical
Dental
Vision
Retirement
PTO
... wealth management firm built on rigorous planning, disciplined investing, and a deeply client ... stocks Document due diligence and select individual securities, as applicable Lead sourcing and ...
Portfolio Manager & Trader
Lawrence, KS · On-site
Medical
Dental
Vision
Retirement
PTO
... wealth management firm built on rigorous planning, disciplined investing, and a deeply client ... stocks Document due diligence and select individual securities, as applicable Lead sourcing and ...
Entry Level - Wealth Manager - KS, Wichita (4014)
Wichita, KS · On-site +1
Medical
Dental
Vision
Life
Retirement
... wealth manager through licensing and employment. Role Highlights * Client Engagement : Build and ... Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement ...
Entry Level - Wealth Manager - KS, Wichita (4014)
Wichita, KS · On-site +1
Medical
Dental
Vision
Life
Retirement
... wealth manager through licensing and employment. Role Highlights * Client Engagement : Build and ... Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement ...
Entry Level - Wealth Manager - KS, Wichita (4014)
Wichita, KS · On-site
Medical
Dental
Vision
Life
Retirement
... wealth manager through licensing and employment. Role Highlights * Client Engagement : Build and ... Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement ...
Entry Level - Wealth Manager - KS, Wichita (4014)
Wichita, KS · On-site
Medical
Dental
Vision
Life
Retirement
... wealth manager through licensing and employment. Role Highlights * Client Engagement : Build and ... Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement ...
Wealth Management Associate - Retirement Benefits Group - Kansas City (5108)
Kansas City, KS · On-site +1
Medical
Dental
Vision
Life
Retirement
At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive ... Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement ...
Wealth Management Associate - Retirement Benefits Group - Kansas City (5108)
Kansas City, KS · On-site +1
Medical
Dental
Vision
Life
Retirement
At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive ... Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement ...
PGIM Global Wealth - External Wholesaler (Wire Channel - MO, KS, IA, and NE)
Overland Park, KS · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Sales - Sales At PGIM Global Wealth, we consider it a great privilege and responsibility to help ... Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning ...
PGIM Global Wealth - External Wholesaler (Wire Channel - MO, KS, IA, and NE)
Overland Park, KS · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Sales - Sales At PGIM Global Wealth, we consider it a great privilege and responsibility to help ... Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning ...
PGIM Global Wealth - External Wholesaler (Wire Channel - MO, KS, IA, and NE)
Medical
Dental
Vision
Life
Retirement
PTO
Sales - Sales At PGIM Global Wealth, we consider it a great privilege and responsibility to help ... Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning ...
PGIM Global Wealth - External Wholesaler (Wire Channel - MO, KS, IA, and NE)
Medical
Dental
Vision
Life
Retirement
PTO
Sales - Sales At PGIM Global Wealth, we consider it a great privilege and responsibility to help ... Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning ...
PGIM Global Wealth - External Wholesaler (Wire Channel - MO, KS, IA, and NE)
Medical
Dental
Vision
Life
Retirement
PTO
Sales - Sales At PGIM Global Wealth, we consider it a great privilege and responsibility to help ... Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning ...
PGIM Global Wealth - External Wholesaler (Wire Channel - MO, KS, IA, and NE)
Medical
Dental
Vision
Life
Retirement
PTO
Sales - Sales At PGIM Global Wealth, we consider it a great privilege and responsibility to help ... Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning ...
PGIM Global Wealth - External Wholesaler (Wire Channel - MO, KS, IA, and NE)
Overland Park, KS · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Sales - Sales At PGIM Global Wealth, we consider it a great privilege and responsibility to help ... Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning ...
PGIM Global Wealth - External Wholesaler (Wire Channel - MO, KS, IA, and NE)
Overland Park, KS · On-site
Medical
Dental
Vision
Life
Retirement
PTO
Sales - Sales At PGIM Global Wealth, we consider it a great privilege and responsibility to help ... Employee Stock Purchase Plan: Shares can be purchased at 85% of the lower of two prices (Beginning ...
Paraplanner
Olathe, KS · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Wealth Management Reviews with our existing clients and our prospective client pipeline. ⮚ Obtain and update client financial information. ⮚ Prepare financial reports such as Stock Incentive ...
Paraplanner
Olathe, KS · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Wealth Management Reviews with our existing clients and our prospective client pipeline. ⮚ Obtain and update client financial information. ⮚ Prepare financial reports such as Stock Incentive ...
Paraplanner
Lenexa, KS · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Wealth Management Reviews with our existing clients and our prospective client pipeline. ⮚ Obtain and update client financial information. ⮚ Prepare financial reports such as Stock Incentive ...
Paraplanner
Lenexa, KS · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Wealth Management Reviews with our existing clients and our prospective client pipeline. ⮚ Obtain and update client financial information. ⮚ Prepare financial reports such as Stock Incentive ...
Paraplanner
Olathe, KS · On-site
Medical
Dental
Vision
Life
Retirement
... Wealth Management Reviews with our existing clients and our prospective client pipeline.⮚ Obtain and update client financial information.⮚ Prepare financial reports such as Stock Incentive ...
Quick apply
Paraplanner
Olathe, KS · On-site
Medical
Dental
Vision
Life
Retirement
... Wealth Management Reviews with our existing clients and our prospective client pipeline.⮚ Obtain and update client financial information.⮚ Prepare financial reports such as Stock Incentive ...
Paraplanner
Lenexa, KS · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Wealth Management Reviews with our existing clients and our prospective client pipeline. ⮚ Obtain and update client financial information. ⮚ Prepare financial reports such as Stock Incentive ...
Paraplanner
Lenexa, KS · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Wealth Management Reviews with our existing clients and our prospective client pipeline. ⮚ Obtain and update client financial information. ⮚ Prepare financial reports such as Stock Incentive ...
Paraplanner
Olathe, KS · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Wealth Management Reviews with our existing clients and our prospective client pipeline. Obtain and update client financial information. Prepare financial reports such as Stock Incentive Summaries ...
Paraplanner
Olathe, KS · On-site
Medical
Dental
Vision
Life
Retirement
PTO
... Wealth Management Reviews with our existing clients and our prospective client pipeline. Obtain and update client financial information. Prepare financial reports such as Stock Incentive Summaries ...
Client Specialist
Leawood, KS · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May enter security orders including stocks, bonds, fixed income, options, annuities and other ...
Client Specialist
Leawood, KS · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May enter security orders including stocks, bonds, fixed income, options, annuities and other ...
Client Specialist
Leawood, KS · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May enter security orders including stocks, bonds, fixed income, options, annuities and other ...
Client Specialist
Leawood, KS · On-site
Your work will directly contribute to the success of Baird's Private Wealth Management business ... May enter security orders including stocks, bonds, fixed income, options, annuities and other ...
Financial Planning Specialist II
$64K - $80K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Works closely with Wealth Advisors to promote financial planning. Education & Experience Knowledge ... stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and ...
Financial Planning Specialist II
$64K - $80K/yr
Medical
Dental
Vision
Life
Retirement
PTO
Works closely with Wealth Advisors to promote financial planning. Education & Experience Knowledge ... stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and ...
Wealth Stock information
What is the difference between Wealth Stock vs Financial Advisor?
| Aspect | Wealth Stock | Financial Advisor |
|---|---|---|
| Credentials | Certifications like CFP, CFA often preferred | CFP, CFA, or similar certifications common |
| Work Environment | Financial firms, investment platforms, online | Banks, advisory firms, independent practices |
| Industry Usage | Focuses on investment products, portfolio management | Provides comprehensive financial planning and advice |
Wealth Stock primarily refers to investment platforms or tools for managing stocks and portfolios, often emphasizing online or digital investment services. Financial Advisors, on the other hand, offer personalized financial planning, including investments, retirement, and estate planning. While both roles involve investment knowledge, Wealth Stock is more about digital investment management, whereas Financial Advisors provide tailored advice and holistic financial services.
What are popular job titles related to Wealth Stock jobs in Kansas?
For Wealth Stock jobs in Kansas, the most frequently searched job titles are:
What job categories do people searching Wealth Stock jobs in Kansas look for?
The top searched job categories for Wealth Stock jobs in Kansas are:
What cities in Kansas are hiring for Wealth Stock jobs?
Cities in Kansas with the most Wealth Stock job openings:
Job description
Position Title: Wealth Advisor
The Wealth Advisor role presents an exciting opportunity for individuals passionate about financial planning and client development. This position is pivotal in guiding clients through their wealth management journey while building and nurturing a robust client portfolio. Advisors will engage in business development activities, including both cold outreach and client inheritance. The role demands strong technical expertise in investments and tax strategies, along with a commitment to holistic financial planning. Successful candidates will thrive in a collaborative environment, leveraging extensive resources to foster client relationships and drive growth.
Wealth Advisor Responsibilities:
Wealth Advisor Requirements:
Benefits:
If you are a Wealth Advisor looking to take the next step in your career, apply now! #LI-MB1 #LI-SB1
The Wealth Advisor role presents an exciting opportunity for individuals passionate about financial planning and client development. This position is pivotal in guiding clients through their wealth management journey while building and nurturing a robust client portfolio. Advisors will engage in business development activities, including both cold outreach and client inheritance. The role demands strong technical expertise in investments and tax strategies, along with a commitment to holistic financial planning. Successful candidates will thrive in a collaborative environment, leveraging extensive resources to foster client relationships and drive growth.
Wealth Advisor Responsibilities:
- Provide comprehensive financial planning and investment strategies to clients
- Engage in business development through cold outreach and client referrals
- Inherit and manage a portion of an existing client book
- Conduct client meetings and presentations to discuss financial goals
- Collaborate with a Portfolio Manager and support staff for administrative tasks
- Utilize marketing resources to generate leads and cross-sell services
- Maintain a proactive approach to client relationship management
Wealth Advisor Requirements:
- 5-7 years of experience as a financial advisor, with strong wealth planning and technical expertise in investments and tax strategies
- A proven track record in client acquisition and business development
- RIA background is required
- Series 65 license is required
- Bachelor's degree is strongly preferred
- CFP designation is preferred
- Experience with Moneyguide Pro is preferred
Benefits:
- Unlimited PTO, termed as life/balance PTO
- Opportunity to purchase company stock with initial shares awarded upon joining
- Access to HMO and PPO medical options
- Comprehensive benefits information available at the company website
If you are a Wealth Advisor looking to take the next step in your career, apply now! #LI-MB1 #LI-SB1
About Boutique Recruiting
Sourced by ZipRecruiter
We are a team with shared goals; mindfully placing candidates in the workforce to successfully fulfill their career ambitions while encouraging a sense of purpose and value. We have created a new kind of placement firm — one that values connection, personalization, commitment, impact, boldness and achievement. At Boutique Recruiting, our clients, candidates and employees are at the heart of our success.
Industry
Recruiting and staffing services
Company size
51 - 200 Employees
Headquarters location
San Diego, CA, US
Year founded
2014