Senior Financial Planner Aprio Technologies, Inc.Senior Financial PlannerOverland Park, KSAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Meet with clients to learn about their unique situation; leverage financial planning technology and other tools to develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning.
Senior Financial Planner AprioSenior Financial PlannerOverland Park, KSFull timeAprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Meet with clients to learn about their unique situation; leverage financial planning technology and other tools to develop and deliver personalized financial plans for clients, including retirement, estate, insurance, education, and investment planning.
Financial Planner & Investment Adviser - USA Skybound Wealth ManagementFinancial Planner & Investment Adviser - USAKansas City, KansasAs part of the global Skybound Wealth Management Group, with entities across the UK, Switzerland, Cyprus, the Middle East and Malaysia, we leverage our international presence to provide unparalleled expertise in cross-border wealth management. Comprehensive Financial Planning: Provide personalized, investment advice and holistic wealth management services, encompassing goal based planning, tax optimization, estate planning, and portfolio management.
Financial Planner WealthBridge Financial GroupFinancial PlannerOverland Park, KSJoin WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. Collaboration with a network of industry experts and access to cutting-edge resources will enhance your ability to serve clients effectively.
Financial Advisor Wealth GpacFinancial Advisor WealthWichita, KS58000–100000Key Responsibilities: - Develop and maintain strong relationships with bank clients - Manage client wealth, insurance, and trust services - Collaborate with and train a newer Financial Advisor to ensure seamless service and portfolio growth Benefits: - Comprehensive healthcare coverage through United Healthcare - Very competitive benefits package If you are a proactive Financial Planner looking to expand your career in a supportive environment with growth potential, we want to hear from you! For additional information regarding this position or other banking, accounting, please reach out to a top banking recruiter Vanessa Wergin confidential direct line 605-809-8558
NewFinancial Advisor Northwestern MutualFinancial AdvisorWichita, Kansas$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Personal Financial Counselor, Assignment Ready Counselor, PFC, KS Magellan Health IncPersonal Financial Counselor, Assignment Ready Counselor, PFC, KSWichita, KSServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Topeka, KS Magellan Health IncPersonal Financial Counselor; Topeka, KSTopeka, KSServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Fort Riley, KS Magellan Health IncPersonal Financial Counselor; Fort Riley, KSFort Riley, KSServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; McConnell AFB, KS Magellan Health IncPersonal Financial Counselor; McConnell AFB, KSKSServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, PFC- Fort Leavenworth, KS Magellan Health IncPersonal Financial Counselor, PFC- Fort Leavenworth, KSFort Leavenworth, KSServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Fort Riley, KS Magellan Health ServicesPersonal Financial Counselor; Fort Riley, KSFort Riley, KSServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Mcconnell Afb, KS Magellan Health ServicesPersonal Financial Counselor; Mcconnell Afb, KSMcconnell Air Force Base, KSServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor; Topeka, KS Magellan Health ServicesPersonal Financial Counselor; Topeka, KSTopeka, KSServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Pfc- Fort Leavenworth, KS Magellan Health ServicesPersonal Financial Counselor, Pfc- Fort Leavenworth, KSFort Leavenworth, KSServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Personal Financial Counselor, Assignment Ready Counselor, PFC, KS Magellan Health Services, Inc.Personal Financial Counselor, Assignment Ready Counselor, PFC, KSFort Riley, KSFull timeServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Professional - KS, Wichita (5244) Equitable Financial Life Insurance CompanyFinancial Professional - KS, Wichita (5244)Wichita, KS416476'',''true'',''416476'',''false'',''Submission for the position: Financial Professional - KS, Wichita (5244) - (Job Number: 2600007H)'',''false'',''416476'',''false'',''true'',''Financial Professional - KS, Wichita (5244)'',''2600007H'',''UNITED STATES-KS-Wichita'',''UNITED STATES-KS-Wichita'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
Financial Professional - KS, Wichita (5260) Equitable Financial Life Insurance CompanyFinancial Professional - KS, Wichita (5260)Wichita, KS420586'',''true'',''420586'',''false'',''Submission for the position: Financial Professional - KS, Wichita (5260) - (Job Number: 260000FJ)'',''false'',''420586'',''false'',''true'',''Financial Professional - KS, Wichita (5260)'',''260000FJ'',''UNITED STATES-KS-Wichita'',''UNITED STATES-KS-Wichita'','''','''',''Equitable Advisors'',''Equitable Advisors'','''','''',''!*! Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program.
Financial Solutions Advisor - Greater KC Market Bank of AmericaFinancial Solutions Advisor - Greater KC MarketPrairie Village, KansasKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Advisor IMA Financial GroupFinancial AdvisorWichita, KSWork collaboratively with the IMA Private Wealth investment team to design, implement, and manage investment portfolios focused on long-term principal growth and protection using disciplined asset allocation, rebalancing, and ongoing monitoring processes. Construct and deliver goals‑based financial planning (in partnership with specialized planning resources where needed) across retirement, fee-based investment management, tax‑aware strategies, estate planning coordination, risk management, and education funding.