Investment Advisor & Wealth Planner

Capitol Federal® Savings Bank; Overland Park (KS); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive compensation

Retirement and savings plans

Flexible Spending Accounts

Paid time off and holidays

Employee Assistance Program

Health, Dental, Life and Disability

Job summary

Capitol Federal Savings Bank seeks an experienced investment professional to manage a portfolio and build investment relationships. You will promote relationship banking through deposits and related services, applying advanced investment knowledge.

Responsibilities include advising on retirement planning, tax strategy, portfolio analysis, and collaboration across bank departments. Requires Series 7/66 and KS insurance licenses, plus 3–5 years of related experience.

Qualifications

• Requires a college degree and a professional certificate or post graduate degree.
• Requires Series 7 and 66 (or 63 and 65), MSRB Series 52, and state of Kansas life insurance licenses.
• Three to five years of similar or related experience, with proven ability to sell and negotiate financial products.

Responsibilities

• Sells securities to corporations, banks, individuals, partnerships, foundations or trust customers to meet their needs.
• Counsels customers on investment topics including retirement planning and tax planning.
• Maintains and services current customer accounts and provides investment advice.

Skills

Sales & negotiation

Customer focus

Communication

Problem solving

Attention to detail

Unconditional ethics

Education

Bachelor's degree

Professional certificate or post graduate degree

Tools

Series 7/66 licenses

MSRB Series 52

KS life insurance licenses

Job description

Capitol Federal Savings Bank seeks an experienced investment professional to manage a portfolio and build investment relationships. You will promote relationship banking through deposits and related services, applying advanced investment knowledge.

Responsibilities include advising on retirement planning, tax strategy, portfolio analysis, and collaboration across bank departments. Requires Series 7/66 and KS insurance licenses, plus 3–5 years of related experience.