More jobs:
Wealth Advisor ‑Net‑Worth Clients
Job in
Topeka, Shawnee County, Kansas, 66652, USA
Listed on 2026-06-23
Listing for:
SteveRecruiter, LLC
Full Time
position Listed on 2026-06-23
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management
Job Description & How to Apply Below
Steve Recruiter, LLC is seeking a Financial Advisor to build and manage a portfolio of high-net-worth clients. This role requires developing tailored investment portfolios and conducting detailed financial assessments to understand clients' needs.
The ideal candidate will have 2-3 years' experience, a bachelor's degree in a related field, and relevant certifications like CFP or CFA. A Book of Business is essential. Join us to provide holistic wealth management solutions for our clients.
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