Top 63 Financial planner Jobs in Lawrence, Ks

Financial Planner
The Perspective Group —Lawrence, KS
- Mid-level
- Office
- Bachelor's degree
Wealth Management Trainee (KS)
Bankers Life —Topeka, KS
- $50,000 - $80,000 a year
- Full-time
- Business development
- Leadership
- Communication skills
- Referral program
Quick Apply
Financial Planner
WealthBridge Financial Group —Olathe, KS
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Trust Officer
BOK Financial —Topeka, KS
- Office
- 3 years
- Analysis skills
7d
Financial Advisor
First Command Financial Services, Inc. —Shawnee, KS
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients
WealthBridge Financial Group —Lawrence, KS
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients
WealthBridge Financial Group —Lawrence, KS
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Wealth Advisor
BOK Financial —Topeka, KS
- CPA
- Mid-level
- Office
401K Financial Advisor
INVISOR FINANCIAL LLC —Basehor, KS
- Full-time
- Mid-level
- Office
- Finance
- 401(k)
Managing Director
WealthBridge Financial Group —Olathe, KS
- $125,000 - $175,000 a year
- Full-time
- Hybrid work
- 3 years
- Mentoring
- US work authorization
- Disability insurance
- Health insurance
Quick Apply
Financial Solutions Advisor Registration Candidate - CLAIRBORNE, KS
Bank of America —Olathe, KS
- Full-time
- Background check
- Writing skills
- Mid-level
- Opportunities for advancement
9d
Relationship Banker - (New Build) - Topeka Wannamaker Branch - Topeka, KS
JPMorganChase —Topeka, KS
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
Financial Advisor -KMO Financial Group
Northwestern Mutual —Olathe, KS
- $65,000 - $185,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
16h
Trust Officer
COREFIRST BANK & TRUST —Topeka, KS
- Evenings as needed
- Microsoft Excel
- Microsoft Outlook
- CPA
- Life insurance
Managing Director – Strategic Equity Investment Partnerships
Advisors Excel —Topeka, KS
- 5 years
- Office
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Associate - South Central Advisor Group
Thrivent —Topeka, KS
- Contract
- Research
- Mid-level
- Administrative experience
Quick Apply
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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Wealth Management Trainee (KS)
Bankers Life —Topeka, KS
Paid licensing study support for your Life & Health certification. Receive leads, digital tools, and ongoing training to support business development.
$50,000 - $80,000 a year
Quick Apply

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Financial Planner
Peak Retirement Planning, Inc. —Columbus, OH
CFP® professional or actively pursuing CFP® certification. Participate in an in-depth training program to sharpen your skills and build technical knowledge.
$50,000 - $200,000 a year
Financial Advisor -Greater Columbus, OH
Thrivent —Columbus, OH
We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66…
Quick Apply

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financial planner jobs near lawrence, ks

Financial Planner

The Perspective Group
Lawrence, KS

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Job Details

Qualifications

Estate planning needs analysis
Implementing risk management strategies
CFP
Investment management software
Investment planning
Financial plan development
Mid-level
Estate planning advisory services
Income tax planning
Budget management planning
Managing financial planning clients
Bachelor's degree
Budget planning
Client retention
Relationship management
Insurance for risk management
Cash flow budgeting
Estate planning
Retirement planning advisory services

Full Job Description

Purpose:

A Financial Planner at The Perspective Group, LLC provides first-class client service and attention while upholding the core values of the firm. The Financial Planner’s purpose is to:

Promote the firm’s values and her or his expertise in the community
Assist the Client Experience team with onboarding new clients
Produce intricate, personal, and detailed financial plans that encompass all phases of the financial planning process (cash flow analysis/planning and budgeting, Insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning and estate planning)
Maintain a positive and rewarding relationship with our clients while taking all necessary steps to maintain excellent service

Internally, the Financial Planner works with all members of the team, including the Client Experience team, CPAs, other Financial Planners, and our partners. She or he does so while maintaining a positive attitude and a client-centric approach.

Key attributes:

Aligned with our Core Values
Internally motivated and driven toward success
Works in order to provide value to self, loved ones, the firm and its clients, and the greater community
Wants to work with an entrepreneurial firm that is growing by intentional design
Wants to be a part of our growth and wants to help better our processes and systems
Wants to help others succeed
Is intrinsically rewarded when the team does well
Is already aligned with our team Baseline Expectations and is very willing to strive toward attaining our expectations throughout her or his career

Ideal candidate:

The ideal candidate has at a minimum a Bachelors degree in a related field, while having relevant certifications such as the CFP® Professional designation. She, or he, has strong knowledge of computer functions, relevant programs and investment research software. The ideal candidate will also have the ability to collect, analyze and communicate complex information. Most importantly, the ideal candidate is one who wants to work for a high-energy, goal-oriented firm and is excited to be part of our mission to assist clients toward financial freedom and pursing their best future.

Apply Now

Refine Your Search

financial planner jobs in lawrence, ks

Financial Planner

Wealth Management Trainee (KS)

Financial Planner

Trust Officer

Financial Advisor

Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients

Financial Consultant - Learn & Lead in Advanced Strategies for HNW Clients

Wealth Advisor

401K Financial Advisor

Managing Director

Financial Solutions Advisor Registration Candidate - CLAIRBORNE, KS

Relationship Banker - (New Build) - Topeka Wannamaker Branch - Topeka, KS

Financial Advisor -KMO Financial Group

Trust Officer

Managing Director – Strategic Equity Investment Partnerships

Associate - South Central Advisor Group

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

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