Advisor, CFP - Mission Woods

+The main purpose of this job is to develop an in depth understanding of the client's wealth related and personal goals, · help protect client's wealth, · navigate the process of setting up a trust.+Bachelor's degree or equivalent combination of education and experience required1 ...

At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. · ...

Wealth Management Advisor (CFP) · We are seeking a CFP-licensed Wealth Management Advisor to join our close-knit team.This advisor will step into a highly visible role with access to qualified internal referrals and a clear path into our long-term succession and leadership plan. ...

Wealth Management Advisor to join their close-knit, 7-person team. · This advisor will step into a highly visible role with access to qualified internal referrals and a clear path into the firm's long-term succession and leadership plan. · This is an excellent opportunity for an ...

This is a full-time on-site role for a Financial Advisor at our office located in Leawood, KS. The Financial Advisor will assist clients in developing personalized financial plans. · ...

We are looking to hire a Paraplanner to join our growing advisory team and play a key role in delivering an exceptional planning experience. · Prepare financial planning reports and case data using RightCapital · Assist with plan modeling, retirement projections, and tax planning ...

CAPTRUST is seeking a dynamic and client-focused Financial Advisor Relationship Manager to serve as the primary point of contact for our clients. · This role will lead client review meetings, · present and update financial plans, · and clearly communicate CAPTRUST's investment ph ...

We are seeking a detail-oriented Associate Wealth Management Advisor to support financial planning and investment implementation in a fiduciary-focused wealth management environment. · Serve as a key support advisor for ongoing client relationships, · Conduct review meetings and ...

The Havens Group has been retained by a confidential, founder-led retirement and Medicare education platform in the Kansas City metro to hire a Director of Retirement Planning & Distribution. · ...

Wealth Advisor to serve as internal subject matter expert in tax planning, strategic lending (SBLOC), charitable giving. · This role sits at center of team-based wealth management model, partnering closely with senior advisors to design implement sophisticated strategies for clie ...

We are hiring a client-facing Wealth Advisor to serve as our internal subject matter expert in tax planning and strategic lending. This role sits at the center of our team-based wealth management model. · Serve as the firm's subject matter expert in tax planning and tax-efficient ...

We're Hiring: Wealth Advisor (Tax & Lending Focus)This is a consultative client-facing role focused on designing and presenting high-impact planning strategies that deepen client relationships and naturally support firm growth within a team-based wealth management firm. · ...

We combine the expertise of our financial professionals with personalized digital experience and industry-leading products to give our clients the ability to successfully navigate their financial lives.Our tailored approach includes multiple financial strategies—insurance, invest ...

CAPTRUST is seeking a dynamic and client-focused Financial Advisor Relationship Manager to serve as the primary point of contact for our clients. · This role will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST's investment philos ...

The Havens Group has been retained by a confidential founder-led retirement & Medicare education platform in Kansas City to hire a Director of Retirement Planning & Distribution. · Own the advisory funnel from education workshops and digital inquiries through long-term client rel ...

We're Hiring: Wealth Advisor (Tax & Lending Focus) · Grant Capital is hiring a client-facing · Wealth Advisor to serve as our internal subject matter expert in tax planning, strategic lending and charitable giving. · This role sits at the center of our team-based wealth managemen ...

We're looking to hire a Paraplanner to join our growing advisory team and play a key role in delivering an exceptional planning experience.This is a career-track role designed for someone who wants to grow into a Financial Advisor position over time and be part of a mission-drive ...

The post-graduate program at Northwestern Mutual Kansas City provides guidance and connection for building an integrated financial planning practice from the ground up. · Learn how to prospect and network to build your business and client base · ...

We are looking for a growth-minded client-focused Associate Financial Advisor to join our advisory team. · ...

Are you experienced in doing true financial life planning as opposed to just managing money Are you a people person who is willing to invest in growing meaningful client relationships that go beyond just numbers Are you eager to be part of an established successful team that is i ...