Financial Wealth Advisor Job at One Source Technical, Topeka, KS

SmNDUHRrdHRyUXk5TU85Lzkyb1J6SjBpb0E9PQ==
  • One Source Technical
  • Topeka, KS

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

 

Job Tags

Similar Jobs

JCC Greater Boston

Theater Assistant, Camp Kaleidoscope, Summer Day Camp Job at JCC Greater Boston

 ...difference. Be a role model. Have fun! Do you love working with kids and bringing joy to their day? Are you looking to be part of a theater team that puts on two fully-staged musical theater productions this summer? JCC Greater Boston is looking for enthusiastic, caring,... 

The Dog Stop Richmond (TDS-0037)

Dog Trainer Job at The Dog Stop Richmond (TDS-0037)

 ...The Dog Stop is looking for an experienced dog trainer to conduct individual training All applicants should have group instruction experience in a professional capacity, such as at a shelter, kennel, or training facility. Prospective candidates must be willing to come... 

Aveanna Healthcare

Pediatric Home Care Nurse (LPN) Job at Aveanna Healthcare

 ...Join a Company That Puts People First! Licensed Practical / Vocational Nurse LPN/LVN We are one of the largest private duty nursing companies in the nation and growing! At Aveanna, were proud to foster a workplace culture that celebrates diversity, encourages connection... 

Barclays

Model Validation AVP Job at Barclays

 ...Join us as a Model Validation AVP, where you will validate and approve risk models at inception, during usage changes, and through...  ...be successful as a Model Validation AVP, you should have: Experience in risk model validation, model development, or quantitative modeling... 

Metro One Loss Prevention Services Group (Guard Division), I...

Security Supervisor Job at Metro One Loss Prevention Services Group (Guard Division), I...

 ...Security Supervisor Have a passion for service? Ready to build a career, not just find another job? M1 Global has the opportunity youve been looking for! About Us: At M1 Global, we are reshaping the security industry with a dynamic, service-driven approach. We are...