Financial Wealth Advisor

12 . Financial Wealth Advisor - Topeka , Kansas 66614 - DHIR -

Job Number: 34400

Financial Wealth Advisor

A growing financial services firm is hiring a Financial Advisor to support clients with financial planning and investment strategies. This role focuses on building client relationships and providing guidance to help individuals and families meet their financial goals. Advisors need in Topeka and Kansas City. Full-time, Direct Hire opportunity offering $60K-$90K per year depending on experience and qualifications!

Posted on: 04/14/2026

Status: OPEN

Pay $: 90,000.00

Shift: 1st

Category: Direct Hire

Description:

Financial Wealth Advisor Job Responsibilities:

Manage a portfolio of clients and maintain regular communication

Build and maintain professional client relationships

Review client financial information, goals, and risk tolerance

Develop and present financial plans and investment recommendations

Monitor client accounts and make adjustments as needed

Stay informed on financial products, market conditions, and industry regulations

Work with internal team members to support client needs

Follow all compliance and regulatory requirements

Explain financial information in a clear and professional manner

Qualifications:

Financial Wealth Advisor Job Qualifications:

Bachelor's degree in Finance, Business, Economics, or a related field

2+ years of experience in financial advising or a related role preferred

CFP, CFA, or ChFC designation preferred

Strong communication and customer service skills

Ability to manage multiple client relationships

Attention to detail and problem-solving skills