More jobs:
Financial Wealth Advisor
Job in
Topeka, Shawnee County, Kansas, 66652, USA
Listed on 2026-06-04
Listing for:
Premier Employment Solutions
Full Time
position Listed on 2026-06-04
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Financial Wealth Advisor
Location:
Topeka, Kansas
Job Number: 34400
Posted on: 04/14/2026
Pay: $90,000.00 (or $60,000-$90,000 depending on experience and qualifications)
Responsibilities- Manage a portfolio of clients and maintain regular communication
- Build and maintain professional client relationships
- Review client financial information, goals, and risk tolerance
- Develop and present financial plans and investment recommendations
- Monitor client accounts and make adjustments as needed
- Stay informed on financial products, market conditions, and industry regulations
- Work with internal team members to support client needs
- Follow all compliance and regulatory requirements
- Explain financial information in a clear and professional manner
- Bachelor's degree in Finance, Business, Economics, or a related field
- 2+ years of experience in financial advising or a related role preferred
- CFP, CFA, or ChFC designation preferred
- Strong communication and customer service skills
- Ability to manage multiple client relationships
- Attention to detail and problem-solving skills
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