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Wealth Advisor ‑Net‑Worth Clients
Job in
Topeka, Shawnee County, Kansas, 66652, USA
Listed on 2026-06-23
Listing for:
MedTeam Staffing Inc.
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Med Team Staffing Inc. is looking for a Financial Advisor to build and manage a portfolio of high-net-worth clients in Topeka, Kansas. Responsibilities include conducting thorough financial assessments, developing tailored investment portfolios, and educating clients on financial concepts.
The ideal candidate will have 2-3 years of experience, a Bachelor's degree in a relevant field, and certifications such as CFP, CFA, or ChFC. A Book of Business is essential for this role.
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