Financial Wealth Advisor

Tom Trese; Topeka (KS); On-site; USD 65,000 - 85,000; Full time

Job summary

A reputable financial firm in Topeka, Kansas is seeking a Financial Advisor to build and manage a portfolio of high-net-worth clients. The ideal candidate will have 2-3 years of experience and a relevant Bachelor’s degree, along with CFP, CFA, or ChFC certifications. You will conduct financial assessments, develop tailored investment portfolios, and collaborate with internal specialists to offer comprehensive wealth management solutions.

Qualifications

• 2-3 years' experience as Financial Advisor preferred.
• Strong preference for candidates with a Book of Business.

Responsibilities

• Building and managing a portfolio of high-net-worth clients.
• Conduct detailed financial assessments to understand clients' goals.
• Develop and present tailored investment portfolios.

Skills

Client relationship management

Financial assessment

Investment portfolio development

Market trend analysis

Compliance knowledge

Education

Bachelor's degree in related field

CFP

CFA

ChFC

Job description

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.

Qualifications

• 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