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Wealth Advisor - Client Relationships & Plans
Job in
Overland Park, Johnson County, Kansas, 66213, USA
Listed on 2026-01-12
Listing for:
CreativeOne
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant -
Sales
Job Description & How to Apply Below
A prominent financial services firm in Overland Park, Kansas, seeks a qualified Wealth Advisor. In this role, you will manage and develop client relationships, define financial goals, and implement financial plans tailored to client needs. The ideal candidate will possess a CFP designation, insurance license, and have outstanding communication and analytical skills. This full-time position offers a dynamic environment in a rapidly growing investment advisory firm committed to empowering financial advisors.
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