Financial Advisor

Endeavor Private Wealth; Topeka (KS); On-site; USD 65,000 - 90,000; Full time

Job summary

Endeavor Private Wealth is seeking a full-time Financial Advisor to work on-site in the Topeka Metropolitan Area, building and implementing personalized financial plans. You will conduct detailed analyses, develop investment strategies, and provide ongoing advisory support to individuals and families.

The role requires partnership with internal teams to coordinate trust services, retirement solutions, and lending access, while maintaining fiduciary standards and up-to-date market awareness.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related field.
• Certifications such as CFP®, ChFC®, or similar are highly beneficial.
• Proven experience in wealth management or financial services with a commitment to ethics and regulatory compliance.

Responsibilities

• Conduct detailed financial and retirement needs analyses.
• Create investment strategies and portfolio reviews.
• Provide ongoing advisory support to individuals and families.
• Collaborate with internal partners to coordinate trust services, retirement solutions, and lending access as appropriate.

Skills

Financial Planning

Retirement Planning

Investments

Financial Advisory

Client Relationships

Analytical Thinking

Communication Skills

Education

Bachelor's degree in Finance or related field

CFP®, ChFC® or similar certifications

Job description

Company Description

Endeavor Private Wealth is a fiduciary-focused wealth management firm dedicated to helping clients pursue their financial goals through customized investment and planning strategies. The firm offers unbiased guidance across investing, trust services, retirement planning, and access to lending solutions, integrating these areas into comprehensive, client-centered plans. Endeavor Private Wealth emphasizes tailored approaches that align with each client's unique objectives and risk profile. The firm operates under strict regulatory standards, including guidance around client testimonials and endorsements, to maintain integrity and fairness in its communications.

Role Description

The Financial Advisor will work full time on-site in the Topeka Metropolitan Area, partnering closely with clients to develop and implement personalized financial plans. Day-to-day responsibilities include conducting detailed financial and retirement needs analyses, creating investment strategies, and providing ongoing advisory support to individuals and families. The role involves regular client meetings, portfolio reviews, and recommendations that align with fiduciary standards and long-term objectives. The Financial Advisor will collaborate with internal partners to coordinate trust services, retirement solutions, and lending access as appropriate, while maintaining accurate documentation and staying current on market trends and regulatory changes.

Qualifications

• Candidates should possess skills in Financial Planning and Retirement Planning to design comprehensive, long-term client strategies.
• Candidates should possess skills in Investments and Finance to analyze portfolios, assess risk, and recommend appropriate solutions.
• Candidates should possess skills in Financial Advisory to deliver fiduciary-focused guidance and build trusted client relationships.
• Strong analytical, communication, and interpersonal skills, with the ability to explain complex concepts in clear, accessible language.
• Bachelor's degree in Finance, Economics, Business, or a related field; professional certifications such as CFP®, ChFC®, or similar are highly beneficial.
• Proven experience in wealth management or financial services, with a commitment to ethical conduct and regulatory compliance.
• Ability to work on-site in the Topeka Metropolitan Area and manage a growing book of business with attention to detail and client service.