Top 61 Financial planner Jobs in Topeka, Ks

Trust Officer
COREFIRST BANK & TRUST —Topeka, KS
- Evenings as needed
- Microsoft Excel
- Microsoft Outlook
- CPA
- Life insurance
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
Work From Home- Make a difference Part time Full Time
EGoebel & Associates —Lawrence, KS
- $20,000 - $150,000 a year
- Part-time
- Hybrid work
- 18 years or older
- No experience needed
- Entry level
- Work from home
- Flexible schedule
Quick Apply
Financial Planner
The Perspective Group —Lawrence, KS
- Mid-level
- Office
- Bachelor's degree
Wealth Advisor
BOK Financial —Topeka, KS
- CPA
- Mid-level
- Office
Trust Officer
BOK Financial —Topeka, KS
- Office
- 3 years
- Analysis skills
2d
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
401K Financial Advisor
INVISOR FINANCIAL LLC —Topeka, KS
- Full-time
- Mid-level
- Office
- Finance
- 401(k)
Financial Advisor - Learn & Lead in Advanced Strategies for HNW Clients
WealthBridge Financial Group —Topeka, 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 —Topeka, KS
- $75,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Executive VP of Advisor Wealth Experience & Platforms
Advisors Excel —Topeka, KS
- Office
- 8 years
- Presentation skills
- Health insurance
- Dental insurance
Quick Apply
Managing Director – Strategic Equity Investment Partnerships
Advisors Excel —Topeka, KS
- 5 years
- Office
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Experienced Financial Advisor
SJHL —Topeka, KS
- Full-time
- Mid-level
- Office
- 3 years
- Wellness program
- Paid holidays
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
Workplace Planning Consultant
Empower —United States
- $55,300 - $76,075 a year
- Remote
- Microsoft Excel
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
Regional Vice President of Sales (Northeast)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance
Empower Financial Planner
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Mid-level
- Bachelor's degree
- US work authorization
- Paid parental leave
- Paid holidays
Regional Vice President of Sales (Mid-Atlantic)
Fisher Investments —United States
- From $175,000 a year
- 5 years
- Office
- Senior level
- Health insurance
- Dental insurance

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Trust Officer

COREFIRST BANK & TRUST -
Topeka, KS

Apply Now

Job Details

Benefits

Life insurance

Qualifications

Investment
Customer communication
Microsoft Excel
Customer relationship building
Microsoft Outlook
Professional ethics
Presentations for conferences or internal meetings
Providing information to customers
Client relationship development
Schedule management
Client retention
Financial concepts
Community relationship building
Financial compliance
Wills, trusts & estate law

Full Job Description

Description:

Hours: 8:00 am to 5:00 pm Monday through Friday; other hours as needed

Location: Headquarters

3035 SW Topeka Blvd. Topeka, KS 66611

Role:

Trust Officers must achieve specific performance objectives relative to personal sales volume and service quality. Trust Officers contribute to the development and retention of customer relationships by providing consistently high-quality customer service, community involvement and relationships with referral sources and centers of influence. Trust Officers contribute to the profitability and growth of CoreFirst Bank & Trust by meeting customer needs through referring consumer and business banking products to new and existing customers according to our mission statement and performance objectives.

Apply: www.corefirstbank.com/careers

Essential Functions & Responsibilities:

Administers personal trust, investment agency accounts, and probate accounts
Develops new business by personally calling on customers, prospects, and centers of influence to achieve profitable volume in the following trust functions:
Personal trust accounts (Living and Testimentary)
Agency Accounts (Custodial and Investment Management)
Probate Estates
Conservatorships
Maintains and monitors for maximum profitability consistent with quality service, fee schedules of specific accounts, and various types of business
Reviews and recommends acceptance or rejection of various types of trust business
Is active in the community, serving on boards, public speaking, and maintaining relations with CPA firms, law firms, and life insurance agencies
Plans and implements seminars, workshops, and other events to generate profitable trust business
Attends the following committee meetings:
Trust Investment Committee
Board of Directors, Trust Committee
Trust Staff

Please note this description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

Requirements:

Experience: Three to five years of trust or related sales, or financial, or legal services experience required

Education: Bachelor’s or Master’s Degree required. Strong preference for JD, CPA or another industry-specific credential

Skills & Abilities:

Strong written, verbal, interpersonal and analytical skills, including ability to interact effectively with customers, employees and management are essential
Strong ability in CoreFirst Bank & Trust Competencies: Customer Focus, Compliance, Ethics, Perseverance, and Time Management
Proficiency in using Microsoft Office, Word, Excel and Outlook
Work must be completed with quality and accuracy
Strong time management skills: Must be able to handle multiple projects and tasks, and follow through in a timely manner
Demonstrate ability to attract and retain trust and investment customers
Ability to write routine reports and business communications
Ability to effectively present information and respond to questions from customers, employees, and management
Understanding of basic investment and financial concepts
Maintain a general knowledge of trust law, income and estate taxes in investments and insurance products

Competencies: Adherence to CoreFirst Values: Respect, Communication, Integrity, Initiative, and Accountability.

Interpersonal Skills:

A significant level of personal trust is required as this position is exposed to sensitive and confidential information which cannot be shared outside of the Department. Diplomacy, courtesy, and tact is required. Demonstrated ability to foster sound professional relationships with customers and management is necessary.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk and listen to customers and other employees. Physical activities include a combination of constant sitting, constant hand motion, and occasional standing/walking. These activities are not necessarily performed to the same degree and combination every day.

Travel: Travel is negligible, primarily local during the business day, although some local evening and weekend travel may be expected.

Work Environment: This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines, filing cabinets, and fax machines.

Other:

Applicants must pass a drug screen and background checks
Internal applicants must be meeting the minimum requirements of their current job, advise their manager/ supervisor they are applying and submit a resume via the employee portal

CoreFirst provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, CoreFirst Bank & Trust complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

#ZR

Apply Now

Refine Your Search

financial planner jobs in topeka, ks

Trust Officer

Wealth Management Trainee (KS)

Work From Home- Make a difference Part time Full Time

Financial Planner

Wealth Advisor

Trust Officer

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

401K Financial Advisor

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

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

Executive VP of Advisor Wealth Experience & Platforms

Managing Director – Strategic Equity Investment Partnerships

Experienced Financial Advisor

Associate - South Central Advisor Group

Relationship Manager – Private Wealth & Tax Solutions

Wealth Solutions Advisor

Workplace Planning Consultant

Regional Vice President of Sales (Northeast)

Empower Financial Planner

Regional Vice President of Sales (Mid-Atlantic)

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