Top 11 Entry level wealth advisor Jobs in Kansas City Mo

Entry Level – Financial Advisor
Equitable Advisors —Kansas City, MO
- $31,500 - $125,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Employee stock purchase plan
- Disability insurance
Quick Apply
Wealth Management Trainee (KS)
Bankers Life —Lenexa, KS
- $50,000 - $80,000 a year
- Full-time
- Business development
- Leadership
- Communication skills
- Referral program
Quick Apply
Financial Services Professional - Hybrid Remote (MO)
Bankers Life —Lee's Summit, MO
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Wealth Management Trainee (MO)
Bankers Life —Kansas City, MO
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Trainee (MO)
Bankers Life —Lee's Summit, MO
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Entry-Level Financial Advisor
New York Life - Kansas City —Kansas City, MO
- $74,000 - $120,000 a year
- Computer literacy
- Basic math
- Finance
Quick Apply
ESG Systems Reporting & Data Governance Analyst
T-Mobile USA, Inc. —Overland Park, KS
- $64,500 - $116,300 a year
- Full-time
- 18 years or older
- Mid-level
- Office
- Paid parental leave
- AD&D insurance
Financial Advisor - Kansas City
Equitable Advisors —Kansas City, KS
- Bachelor's degree
- Mentoring
- US work authorization
- Employee stock purchase plan
- Disability insurance
Sr Financial Planner
UMB Financial Corporation —Kansas City, MO
- $91,950 - $157,630 a year
- Email
- Microsoft Excel
- 5 years
- Basic math
- Paid holidays
- Health insurance

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Entry Level - Financial Advisor
Equitable Advisors —Columbus, OH
*Professional Growth:* encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and…
$24,000 - $125,000 a year
Quick Apply
Financial Services Professional - Hybrid Remote (OH)
Bankers Life —Columbus, OH
Entry level Bankers Life agents are provided with pre-licensing training free of charge; individuals will need to pay for the state exam required to sell life…
$50,000 - $80,000 a year
Quick Apply

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Entry Level – Financial Advisor

Equitable Advisors -
Kansas City, MO

Quick Apply

Job Details

Full-time | Contract
$31,500 - $125,000 a year

Benefits

Employee stock purchase plan
Disability insurance
Health insurance
Dental insurance
401(k)
Vision insurance
401(k) matching
Flexible schedule
Life insurance

Qualifications

Customer communication
Series 66
Series 7
Bachelor's degree
Securities Industry Essentials
Insurance Producer License
FINRA License
Life & Health Insurance License
Experience practicing in the securities industry

Full Job Description

**Join Equitable Advisors: A Pathway to Possibilities and Positive Impact**

Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors, a leader in the wealth management industry, we embrace the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG), addresses the unique retirement needs of professionals in key sectors such as education, healthcare, and government ensuring these individuals have the retirement security they deserve.

We offer a structured professional development path to becoming a wealth manager through licensing and employment. Enjoy the flexibility to design your own work-life balance and champion limitless income potential!

Role Highlights

Client Engagement: Cultivate and expand your network within established markets
Products and Services Consultation: Educate clients on our diverse financial products and services, demonstrating how these solutions can be tailored to meet their unique needs
Client Service and Implementation: Analyze and organize client data, ensure confidentiality, prepare and implement appropriate products & services
Work-Life Balance: Flexible schedule to maximize productivity and personal time

· Location: Working outside the office in local schools and municipalities

Skills & Experience

Education: Bachelor's degree or equivalent skills and work experience
Licensing: State Life & Health, SIE, Series 7, Series 66
Personal Attributes: values-driven with a track record of success and accomplishment
Communication Skills: excellent interpersonal and communication abilities with strong self-confidence
Mindset: entrepreneurial spirit with a desire to positively impact others' lives
Collaboration: ability to work with and learn from top performers
Work Authorization: must be authorized to work in the United States

Training & Development

· FINRA Sponsorship: provided for required FINRA licensing

· Preliminary Employment Period (PEP): comprehensive 120-day hands-on training

Virtual University: access to Equitable Advisors' Virtual University for continuous learning
Mentorship: opportunities for joint work and mentorship
Personalized Coaching: Benefit from the training and guidance of a loca Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed
Leadership Development: access to Leadership Development School for those with management ambition

· 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

Compensation & Benefits

· Sign-On Payment: Based on the time it takes you to complete the company sponsored required FINRA licenses and registrations and enter PEP

· Base Salary: Annual salary for eligible financial professionals, empowering you to establish your career in wealth management

· Commissions and Bonus: In addition to an annual salary, financial professionals are eligible to earn commissions and bonus.

Benefits: Comprehensive benefits programs for eligible financial professionals including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time.

Our Culture and Community Impact

Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women’s Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement.

Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814452.1(4/25)(Exp.4/29)

Job Types: Full-time, Contract

Pay: $31,500.00 - $125,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Vision insurance

License/Certification:

Insurance Producer License (Preferred)
Life Insurance License (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

entry level wealth advisor jobs in kansas city mo

Entry Level – Financial Advisor

Wealth Management Trainee (KS)

Financial Services Professional - Hybrid Remote (MO)

Wealth Management Trainee (MO)

Wealth Management Trainee (MO)

Entry-Level Financial Advisor

ESG Systems Reporting & Data Governance Analyst

Financial Advisor - Kansas City

Sr Financial Planner

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