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Financial Advisor

Job in Kansas City, Jackson County, Missouri, 64101, USA
Listing for: WestPac Wealth Partners
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Analyst
Job Description & How to Apply Below

Helping my network connect, grow and live richer lives

The ideal candidate will deliver personalized investment solutions to help clients work toward their long‑term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.

Responsibilities
  • Provide financial planning support to clients
  • Support investment professionals to cultivate client relationships
  • Prepare financial plans and check their accuracy
Qualifications
  • Bachelor's degree in Finance or related field
  • 5+ years' of industry experience
  • Strong understanding of the investment business
  • Excellent interpersonal skills
Seniority Level
  • Mid‑Senior level
Employment Type
  • Full-time
Job Function
  • Finance and Sales

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