Top 182 Financial consultant Jobs in Lenexa, Ks

Financial Advisor
Capitol Federal —Overland Park, KS
- Full-time
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Financial Advisor - Kansas City Metro
Thrivent —Kansas City, KS
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Client Service Manager to Financial Advisor
Caliber Wealth Management —Overland Park, KS
- $65,000 - $75,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Management
- Health savings account
- Health insurance
Quick Apply
Trust Officer
First National Bank of Omaha —Kansas City, MO
- $107,552 - $182,838 a year
- Email
- CPA
- 5 years
- Office
- Health savings account
- Disability insurance
Private Client Manager
First National Bank of Omaha —Kansas City, MO
- $63,288 - $104,425 a year
- Email
- Hybrid work
- CPA
- Research
- Mid-level
- Health savings account
- Disability insurance
Financial Services Leadership Associate (Mentorship Track)
Integrity Wealth Advisors LLC —Overland Park, KS
- $60,000 - $90,000 a year
- Part-time
- Hybrid work
- Mentoring
- Financial services
- Communication skills
Quick Apply
8h
Patient Financial Advisor
University of Kansas Health System —Kansas City, KS
- Full-time
- Microsoft Word
- Microsoft Excel
- Hospital
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
Registered Branch Associate
Edward Jones —Overland Park, KS
- Full-time
- Research
- Office
- High school diploma or GED
- Profit sharing
- Health savings account
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
Sales Development Representative - Finance
Mutual of Omaha Advisors —Overland Park, KS
- Up to $98,000 a year
- Full-time
- Background check
- Bachelor's degree
- US work authorization
- Paid holidays
- Health insurance
Quick Apply
2d
Financial Advisor
First Command —Shawnee, KS
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
2d
Financial Advisor
Thrivent —Overland Park, KS
- $64,000 - $125,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor's degree
- Fingerprint clearance
- Paid training
- AD&D insurance
Quick Apply
Financial Planning Specialist II
Busey Bank —Kansas City, MO
- $64,000 - $80,000 a year
- Full-time
- Research
- Mid-level
- Office
- Profit sharing
- Wellness program
Quick Apply
11d
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
Financial Planner
WealthBridge Financial Group —Lenexa, KS
- $125,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients
WealthBridge Financial Group —Lenexa, 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 —Lenexa, KS
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Financial Well-Being Manager, KC KSCC Campus
CommunityAmerica Credit Union —Kansas City, KS
- Full-time
- 5 years
- Office
- Bachelor's degree
2d

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financial consultant jobs near lenexa, ks

Financial Advisor

Capitol Federal -
Overland Park, KS

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Job Details

Full-time

Benefits

Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Life insurance
Retirement plan

Qualifications

Life Insurance License
Customer communication
Financial sales
Series 7
Driver's License
FINRA License
Experience practicing in the securities industry

Full Job Description

Job Description:

Job Title: Financial Advisor

Location: Overland Park, KS

Employment Type : Full-Time

About Capitol Federal

At Capitol Federal Savings Bank , we are committed to helping individuals, families, and communities achieve financial success. With a long-standing tradition of integrity, service, and financial stewardship, we strive to deliver exceptional banking experiences to every customer we serve.

Our team members are the foundation of our success. We believe in fostering a supportive environment where employees can grow professionally, contribute meaningfully, and build rewarding careers.

Position Summary

This position is responsible for managing an individual portfolio through the development and servicing of investment relationships. Promotes the relationship banking concept through deposit accounts and other banking services to prospective and existing customers. Applies advanced knowledge of investment principles and technologies to work performed.

Key Responsibilities

The responsibilities listed below represent the primary duties of this position. Additional duties may be assigned as needed.

Sells securities to corporations, banks, individuals, partnerships, foundations or trust customers which meet their needs or purchases securities when customer objectives change or need arises.
Counsels with customers on investment related topics including retirement planning, tax planning, income management, suitability and investment objectives.
Maintains and services current customer accounts by answering questions about the market, appraising the customer’s portfolio, giving investment advice and acting as a liaison with other departments within the Bank.
Performs investment related research on products, the market and the economy.
Develops and maintains a personal marketing plan to identify target markets, prospect new customers and further develop individual portfolio of existing customers. Monitors production activity and ensures individual sales goals are met.
Perform other duties as assigned.
Participate in proactive team efforts to achieve departmental and company goals.
Must comply with current applicable laws, regulations and bank policies and procedures. Comply with all safety policies, practices and procedures.
Report all unsafe activities to supervisor and/or Human Resources.

Experience

Three to five years of similar or related experience, including preparatory experience.
Has a demonstrated ability to sell and negotiate financial products.
A significant level of trust, credibility and diplomacy is required. In-depth dialogues, conversations and explanations with customers, direct and indirect reports and outside vendors can be of a sensitive and/or highly confidential nature. Communications may involve motivating, influencing, educating and/or advising others on matters of significance.

Required Qualifications

A college degree and a professional certificate or a post graduate degree.
Valid driver’s license.
Has a current Series 7 and 66 (or Series 63 and 65), a current MSRB Series 52 and State of Kansas life insurance licenses.

Core Competencies

Successful candidates typically demonstrate the following competencies:

Customer Focus
Communication Skills
Integrity and Professionalism
Problem Solving
Attention to Detail
Team Collaboration
Unconditional Ethics

Why Join Capitol Federal?

Capitol Federal offers employees a supportive workplace and opportunities for career growth.

Benefits may include:

Competitive compensation
Retirement and savings plans
Flexible Spending Accounts
Paid time off and holidays
Employee Assistance Program
Health, Dental, Life and Disability coverage
Parental Leave
Professional development opportunities
Career Advancement Pathways

CapFed® is an equal opportunity employer.

Apply Now

Refine Your Search

financial consultant jobs in lenexa, ks

Financial Advisor

Financial Advisor - Kansas City Metro

Client Service Manager to Financial Advisor

Trust Officer

Private Client Manager

Financial Services Leadership Associate (Mentorship Track)

Patient Financial Advisor

Entry Level – Financial Advisor

Registered Branch Associate

Wealth Management Trainee (KS)

Sales Development Representative - Finance

Financial Advisor

Financial Advisor

Financial Planning Specialist II

Wealth Management Trainee (MO)

Wealth Management Trainee (MO)

Financial Planner

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

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

Financial Well-Being Manager, KC KSCC Campus

I want to receive the latest job alert for financial consultant in lenexa, ks

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