Wealth Management Advisor Mission Woods, KS An established and growing wealth management firm is seeking a Wealth Adviso r to join a high-performing, collaborative team focused on serving affluent ...
Wealth Management Advisor Mission Woods, KS An established and growing wealth management firm is seeking a Wealth Adviso r to join a high-performing, collaborative team focused on serving affluent ...
Wealth Management Advisor-Kansas City, Kansas
$105K - $150K/yr
Wealth Management Advisor Mission Woods, KS An established and growing wealth management firm is seeking a Wealth Adviso r to join a high-performing, collaborative team focused on serving affluent ...
Quick apply
Wealth Management Advisor-Kansas City, Kansas
$105K - $150K/yr
Wealth Management Advisor Mission Woods, KS An established and growing wealth management firm is seeking a Wealth Adviso r to join a high-performing, collaborative team focused on serving affluent ...
Associate Wealth Management Advisor
Kansas City, KS ยท Hybrid
$70K - $90K/yr
Compensation: $70k-90K base plus quarterly bonuses (depending on experience) Our client, a successful wealth management firm, is seeking an Associate Wealth Management Advisor to support senior ...
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Associate Wealth Management Advisor
Kansas City, KS ยท Hybrid
$70K - $90K/yr
Compensation: $70k-90K base plus quarterly bonuses (depending on experience) Our client, a successful wealth management firm, is seeking an Associate Wealth Management Advisor to support senior ...
As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:
As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:
As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:
As a Wealth Management Advisor , you will develop a high-quality wealth management practice by managing and deepening relationships with an established book of high-net-worth clients. You will:
Associate Wealth Management Advisor
$60K - $80K/yr
Our client is a growing boutique wealth management firm focused on delivering comprehensive, relationship-driven financial planning. They are seeking an Associate Service Advisor to support the ...
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Associate Wealth Management Advisor
$60K - $80K/yr
Our client is a growing boutique wealth management firm focused on delivering comprehensive, relationship-driven financial planning. They are seeking an Associate Service Advisor to support the ...
Registered Wealth Management Client Associate
Garden City, KS ยท On-site
$26.50 - $42/hr
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...
Registered Wealth Management Client Associate
Garden City, KS ยท On-site
$26.50 - $42/hr
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...
Wealth Advisor
Wichita, KS ยท On-site
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 ...
Wealth Advisor
Wichita, KS ยท On-site
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 ...
Wealth Advisor
Overland Park, KS ยท On-site
This role requires a deep understanding of investment management, tax optimization, and risk management. The Wealth Advisor will possess exceptional analytical skills, a client-centric approach, and ...
Wealth Advisor
Overland Park, KS ยท On-site
This role requires a deep understanding of investment management, tax optimization, and risk management. The Wealth Advisor will possess exceptional analytical skills, a client-centric approach, and ...
Wealth Associate - Trading
Salina, KS ยท On-site
This dynamic position combines comprehensive support for wealth management with a focus on trading and investment research, offering an exciting opportunity to contribute to client success through ...
Quick apply
Wealth Associate - Trading
Salina, KS ยท On-site
This dynamic position combines comprehensive support for wealth management with a focus on trading and investment research, offering an exciting opportunity to contribute to client success through ...
Wealth Advisor- 6 Meridian
Wichita, KS ยท On-site
We deliver sophisticated investment management and integrated wealth advisory services to high-net-worth individuals and institutions. Our mission is to improve the financial lives of our clients ...
Wealth Advisor- 6 Meridian
Wichita, KS ยท On-site
We deliver sophisticated investment management and integrated wealth advisory services to high-net-worth individuals and institutions. Our mission is to improve the financial lives of our clients ...
Our platform combines holistic planning, wealth management support, protection strategies, and exceptional client service with a culture that values ambition, collaboration, and long-term ...
Our platform combines holistic planning, wealth management support, protection strategies, and exceptional client service with a culture that values ambition, collaboration, and long-term ...
Our platform combines holistic planning, wealth management support, protection strategies, and exceptional client service with a culture that values ambition, collaboration, and long-term ...
Quick apply
Our platform combines holistic planning, wealth management support, protection strategies, and exceptional client service with a culture that values ambition, collaboration, and long-term ...
Wealth Management Associate - Retirement Benefits Group - Kansas City (5108)
Kansas City, KS ยท 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 ...
Wealth Management Associate - Retirement Benefits Group - Kansas City (5108)
Kansas City, KS ยท 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 ...
J.P. Morgan Wealth Management - Private Client Advisor - Wichita, KS (including surrounding areas)
Wichita, KS ยท On-site
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
J.P. Morgan Wealth Management - Private Client Advisor - Wichita, KS (including surrounding areas)
Wichita, KS ยท On-site
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
J.P. Morgan Wealth Management - Private Client Advisor - Wichita, KS (including surrounding areas)
Wichita, KS ยท On-site
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
J.P. Morgan Wealth Management - Private Client Advisor - Wichita, KS (including surrounding areas)
Wichita, KS ยท On-site
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, MO (including surrounding a...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, MO (including surrounding a...
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...
J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, MO (including surrounding area
Leawood, KS ยท On-site
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
J.P. Morgan Wealth Management - Private Client Advisor - Kansas City, MO (including surrounding area
Leawood, KS ยท On-site
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients ...
Wealth Financial Advisor
Leawood, KS ยท On-site
Identify, establish, and manage new client relationships. * Provide Financial Planning: Offer ... At least 4 years sales and related industry experience in wealth management, financial planning ...
Wealth Financial Advisor
Leawood, KS ยท On-site
Identify, establish, and manage new client relationships. * Provide Financial Planning: Offer ... At least 4 years sales and related industry experience in wealth management, financial planning ...
Weekend Wealth Management information
What is the difference between Weekend Wealth Management vs Financial Advisor?
| Aspect | Weekend Wealth Management | Financial Advisor |
|---|---|---|
| Certifications | CFP, CFA often preferred | CFP, CFA, or similar certifications |
| Work Environment | Part-time, weekend-focused | Full-time, office or client-based |
| Industry Usage | Financial services, wealth management firms | Financial services, investment firms, banks |
| Primary Focus | Managing client investments on weekends | Comprehensive financial planning and investment advice |
Weekend Wealth Management typically involves providing investment advice and managing client portfolios during weekends, often on a part-time basis. Financial Advisors usually work full-time, offering broader financial planning services. Both roles require similar certifications but differ mainly in work hours and scope of services.
Other
Re-posted 18 days ago
Job description
Wealth Management Advisor
Mission Woods, KS
An established and growingย wealth management firm is seeking aย Wealth Advisorย to join a high-performing, collaborative team focused on serving affluent professionals and business owners. This is a salary based opportunity.ย
If you're currently at a larger firm where you feel like a number-or lack a clear path to meaningful growth-this role offers a more entrepreneurial environment with the infrastructure to support your success.
What You'll Do
- Build and grow relationships with high-income professionals and business owners
- Drive new business through consistent outreach, networking, and referrals
- Take ownership of client relationships, with the opportunity to transition and manage existing clients over time
- Lead conversations around investment strategies, retirement planning, and entity-level planning
- Partner with team members to deliver a high-quality, relationship-driven client experience
What Makes This Opportunity Different
- Team-Based, Not Siloed: You'll collaborate with experienced advisors and have access to mentorship and shared ideas-without sacrificing your independence
- Operational Leverage That Accelerates Growth: Once you earn the client's "yes," our established operations team steps in immediately-handling onboarding with a white-glove experience so you can stay focused on what you do best: building relationships and generating new business
What We're Looking For
- 5-7+ years of experience in wealth management or financial advising
- Proven track record of business development and client acquisition
- Ability to speak to annual AUM growth and new assets brought in
- Strong investment knowledge (more critical than insurance experience)
- Experience working with affluent clients, business owners, or professionals
- Highly motivated, activity-driven, and organized
- Desire to grow within a team environment that still rewards individual ownership
Licensing
- SIE, Series 7, and Series 63ย
ย