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Financial Consultant Banking & Finance

Client-Focused Financial Advisor & Relationship Manager

Job in Leawood, Johnson County, Kansas, 66206, USA
Listing for: CapTrust Advisors, LLC
Full Time position
Listed on 2026-02-28
Job specializations:
  • Finance & Banking
    Financial Consultant, Banking & Finance
  • Business
    Banking & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Leawood is seeking a Financial Advisor Relationship Manager to engage with clients and lead review meetings. The ideal candidate will have over 3 years of experience, a CFP designation or be on track, and strong communication skills. Responsibilities include managing client relationships, preparing for meetings, and overseeing various financial service tasks.

This role offers competitive benefits, including health coverage and a discretionary bonus, with a strong emphasis on personal growth and teamwork.
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