- Excellent analytical and problem-solving skills
- Effective communication and interpersonal skills
- Ability to build and maintain client relationships
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Associate Private Wealth Advisor
3 days ago
Great Plains Trust Company Overland Park, United StatesOverview · The Associate Private Wealth Advisor position at Great Plains Trust Company is the ideal role for an individual looking to join an ensemble team of wealth management specialists. Our firm allows Associate Private Wealth Advisors to work along side experienced Wealth Ad ...
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Trading Coordinator
1 day ago
Prime Capital Investment Advisors Overland Park, United StatesWe are seeking a highly motivated individual with meticulous attention to detail and a focused and strong work ethic to fulfill the Trading Coordinator role with Prime Capital Investment Advisors, LLC. Prime Capital Investment Advisors, LLC truly cares about their clients and sta ...
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Financial Planner
4 days ago
Keen Wealth Advisors Overland Park, United StatesKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization · The Financial Pla ...
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Financial Planner
3 weeks ago
Prudential Financial Overland Park, United StatesExplore a career as a FINANCIAL PLANNER · Take your career to the next level at Prudential Advisors Change your life by helping others change theirs · We have an immediate opening for a highly motivated analytical individual to join us in our Greater Heartland Financial Group fir ...
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Investment Manager
10 hours ago
Creative Planning Overland Park, United StatesJOB SUMMARY · Creative Planning's Investment Manager works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment Manager's primary function is to supervise accounts for their wealth management team. They are responsible fo ...
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Associate Private Wealth Advisor
1 day ago
Great Plains Trust Company Overland Park, United StatesOverview · The Associate Private Wealth Advisor position at Great Plains Trust Company is the ideal role for an individual looking to join an ensemble team of wealth management specialists. Our firm allows Associate Private Wealth Advisors to work along side experienced Wealth A ...
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Wealth Management Advisor
1 week ago
Teachers Insurance and Annuity Association - TIAA Overland Park, United StatesThe Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. Communicates complex financia Management, Wealth, Advisor, ...
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Financial Planner
4 days ago
Keen Wealth Advisors Overland Park, United StatesKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization · The Financial Pl ...
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Investment Manager
1 week ago
Creative Planning Overland Park, United StatesJOB SUMMARY · Creative Plannings Investment Manager works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment Managers primary function is to supervise accounts for their wealth management team. They are responsible for ...
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Data Analyst
6 days ago
Insperity Overland Park, United StatesData Analyst - Hybrid · Are you a detail-oriented Data Analyst passionate about uncovering insights that drive success? If so, we have an opportunity for you · About our client: · Prosperity Advisors is full-service financial planning services work with 5,000 client household ...
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Senior Analyst, Manager Research
6 days ago
Mariner Wealth Advisors Overland Park, United StatesOverview · If you are looking to build your career with a firm that puts the client first, then Mariner is the right firm for you. We actively nurture the next generation of professionals, give back to the community and focus on building a diverse culture where everyone genuinely ...
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Staff Auditor
1 week ago
Security Benefit Overland Park, United StatesSecurity Benefit is searching for a Staff Auditor, Internal Controls, to join our Finance team. This position will work in our home office in Topeka, Kansas, our Overland Park, Kansas office, or Des Moines, Iowa office. Security Benefit associates are working in a hybrid environm ...
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Agency Manager
1 week ago
Western & Southern Life Overland Park, United StatesOverview : · Provide guidance and direction to Staff Managers and associates of the Agency. The Agency Manager is responsible for ensuring the "Agency System" is executed effectively within his/her Agency to ensure the achievement of Agency objectives. The position is responsibl ...
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Strategic Benefits Advisor
1 week ago
Lewer Agency Inc Overland Park, United StatesRoles and Responsibilities · As the Strategic Benefits Advisor, you will present strategic benefit plans to assist clients in the attraction and retention of great employees. The Strategic Benefits Advisor has a focus on new business development and subsequent client retention. ...
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Executive Director
1 week ago
National Kidney Foundation Overland Park, United StatesNational Kidney Foundation The National Kidney Foundation (NKF) has a long and distinguished history of providing groundbreaking programs and services that have advanced care and improved the lives of millions of people with kidney disease. NKF's Mission is what we do, our Values ...
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Partnership Development Manager
1 week ago
TEKsystems Overland Park, United StatesPARTNERSHIP DEVELOPMENT MANAGER · LOCATION: anywhere in the United States (FULLY REMOTE) · JOB DESCRIPTION: · We are seeking a dynamic Partnership Development Manager to join our team in the financial industry. In this strategic role, you will responsible for cultivating and m ...
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Social Work Case Manager
1 week ago
The University of Kansas Hospital Overland Park, United StatesJob ID: · R-16291 · Location: · Kansas City, Kansas · Position Summary / Career Interest: · As Social Work Case Manager at the region's best hospital*, you will put your skills and knowledge to use in a whole new and meaningful way. Join our team of respected social workers a ...
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Asset Manager
1 week ago
Key Bank Overland Park, United StatesLocation: · 127 Public Square - Cleveland, Ohio 44114 · JOB TITLE: · Community Development Asset Manager · ABOUT THE BUSINESS: · Key Community Development Lending and Investments (CDLI) provides much needed investment dollars for affordable housing and community development ...
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Executive Director
7 hours ago
National Kidney Foundation Overland Park, United StatesNational Kidney Foundation · The National Kidney Foundation (NKF) has a long and distinguished history of providing groundbreaking programs and services that have advanced care and improved the lives of millions of people with kidney disease. · NKF's Mission is what we do, our ...
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Hr partner
3 days ago
T-Mobile Overland Park, United StatesBe unstoppable with us · T-Mobile is synonymous with innovation–and you could be part of the team that disrupted an entire industry We reinvented customer service, brought real 5G to the nation, and now we're shaping the future of technology in wireless and beyond. Our work is a ...
Financial Advisor - Overland Park, United States - Synergy Wealth Solutions
3 weeks ago
Description
Company Description
Synergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier products and services. In partnership with MassMutual since 1851, our firm has been providing resources to protect the future of more than 62,000 clients every day.
Role Description
This is a full-time on-site role for a Financial Advisor. The Financial Advisor will be responsible for providing strategic financial solutions and helping clients with financial planning, retirement planning, investments, and financial advisory. The role involves working closely with clients to analyze their financial situations, develop personalized plans, and provide ongoing guidance and support. We will assist you in licensing and training for your first 4 years. Must be, Competitive and self-driven
Qualifications