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Wealth Advisor ‑Net‑Worth Clients
Job in
Topeka, Shawnee County, Kansas, 66652, USA
Listed on 2026-06-24
Listing for:
ExcelliSearch, Inc.
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Excelli Search, Inc. is seeking a Financial Advisor to manage a portfolio of high-net-worth clients. The role involves building long-term relationships, conducting thorough financial assessments, and developing customized investment portfolios.
Ideal candidates will have 2-3 years of experience, a related Bachelor's degree, and relevant certifications like CFP or CFA. Strong compliance adherence and client education are crucial for success in this position.
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