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Senior Wealth Advisor for Affluent Clients
Job in
Overland Park, Johnson County, Kansas, 66213, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Jobtailor seeks a seasoned financial advisor to partner with affluent clients, identify goals, and analyze their financial landscape to craft tailored recommendations. You will communicate complex financial solutions and build lasting relationships while developing and implementing suitable financial strategies.
The role requires extensive regulatory licensing and certifications with a 120-day window to obtain them, reflecting the firm’s commitment to compliant, comprehensive planning.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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