Financial Advisor Wealth

Financial Advisor Wealth and Trust

I am pleased to be called upon by a community bank in the area that trusts my vetting capabilities on both sides! I hope to find a win-win-win situation for this repeat client that is confidentially seeking to increase its presence in Central Kansas on the Wealth side! The ideal financial advisor has experience in the industry, a proven ablity to win the trust of clients for the right reasons.

Understanding the value you bring for the security of another's financial well-being drives the ideal person for this financial advising slot.

Great family and team-friendly culture.

This bank provides a great place to hang your shield with a secure environment for you and your customers. This bank utilizes Microsoft Office, of course as well as Fiserv and Infinex. They are going on $100MM in AUM and looking to grow! Are you their next Officer?

Financial Planner Opportunity in Financial Services! Our client, a leading firm in the financial services and banking sector, is seeking a skilled Financial Planner to join their team. This role offers a unique chance to build and nurture client relationships by managing wealth, insurance, and trust needs. This opportunity is ideal for candidates who hold a 2- or 4-year degree in finance, banking, or insurance, with a Certified Financial Planner (CFP) designation preferred.

You will play a pivotal role in helping clients secure their financial futures while working alongside a seasoned professional who is planning retirement in the next five years. Our client is interested in acquiring a book of insurance business and combining it with your portfolio to foster growth and continuity.

• Develop and maintain strong relationships with bank clients
• Manage client wealth, insurance, and trust services
• Collaborate with and train a newer Financial Advisor to ensure seamless service and portfolio growth

• Comprehensive healthcare coverage through United Healthcare
• Very competitive benefits package

If you are a proactive Financial Planner looking to expand your career in a supportive environment with growth potential, we want to hear from you! Connect with us today to explore this exciting opportunity and schedule a conversation.

• competitive for community banking in the area
• Great culture: has your back and wants to set you up for success!
• Long tenure
• Health and fringe benefits package
• Strong base for experienced Financial Representative as well as commissions/bonuses based on new AUM
• Introductions to get you started
• ESOP for YOU

• Bachelors desired OR a minimum of 3-5 years of success as a Financial Advisor in this KS market
• CFA, CFP, or FINRA Series 7 and 66 or Series 7, 63 and 65, and appropriate State insurance licenses.
• Experience with all or most of:
  
  Trust, Trust Administation, 401
  
  Ks, SIMPLE IRAs, ESOPs, self-directed IRAs, HSAs and 529 Plans
• Capacity and drive to understand and recommend appropriate banking services that could benefit your customers overall financial portfolios
• Positive image and involvement in the community
• Ability to collaborate with all walks of life and different people involved with the upkeep of a person's estate, planning, etc.