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Wealth Advisor ‑Net‑Worth Clients

Job in Topeka, Shawnee County, Kansas, 66652, USA
Listing for: Pernini Legal
Full Time position
Listed on 2026-06-23
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Consultant
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisor for High‑Net‑Worth Clients

Pernini Legal in Topeka, Kansas, is seeking a Financial Advisor to manage a portfolio of high-net-worth clients. The role involves conducting detailed financial assessments, developing tailored investment portfolios, and adhering to compliance regulations while maintaining strong client relationships.

The ideal candidate will have 2-3 years of experience in financial advising, a Bachelor's degree in a related field, and relevant certifications such as CFP, CFA, or ChFC. Candidates must also possess a Book of Business to bring to the firm.

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