More jobs:
Senior Wealth Advisor: Book, Leadership & Equity
Job in
Lenexa, Johnson County, Kansas, 66215, USA
Listed on 2026-03-12
Listing for:
CivicMinds, Inc
Full Time
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
A leading wealth management firm in Lenexa is seeking an Executive Wealth Advisor to manage high-value clients and cultivate new relationships. Applicants should have at least 10 years of experience in financial planning or investment management and a relevant bachelor's degree. The role involves conducting meetings, managing client reviews, and developing marketing strategies to attract new clients. Exceptional leadership opportunities and support for transitioning a portable book of business are also provided.
#J-18808-Ljbffr
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×