Financial Wealth Advisor
Job in
Topeka, Shawnee County, Kansas, 66652, USA
Listed on 2026-01-19
Listing for:
Tom Trese
Full Time
position Listed on 2026-01-19
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Sales, Wealth Management
Job Description & How to Apply Below
Responsibilities
- Building and managing a portfolio of high-net-worth clients, cultivating long-term relationships based on trust, service, and performance.
- Conduct detailed financial assessments to understand clients' goals, risk tolerance, and current financial situation.
- Develop and present tailored investment portfolios, making adjustments as market conditions and client needs evolve.
- Maintain up-to-date knowledge of market trends, regulatory changes, financial products, and planning tools.
- Collaborate with internal specialists to provide holistic wealth management solutions.
- Adhere to all compliance regulations and uphold ethical standards in client interactions and financial recommendations.
- Educate and guide clients through complex financial concepts to support informed decision- making.
- 2-3 years' experience as Financial Advisor preferred.
- Bachelor's degree in related field and CFP
, CFA
, ChFC strongly preferred - Must have a Book of Business to bring to the firm
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