Financial Advisor
3 weeks ago
Synergy Wealth Solutions is a financial advisory firm located in Overland Park, KS. Our firm is built upon the idea that the combined efforts of our dynamic team are greater than the sum of each individual part. We are committed to delivering excellence through our collaborative culture and innovative strategies. Since 1851, in partnership with MassMutual, our firm has been providing our clients with the resources to protect their future.
This is a full-time on-site role for a Financial Advisor. The Financial Advisor will be responsible for providing holistic and comprehensive financial solutions to clients, including financial planning, retirement planning, and investment advice. The role will involve working closely with clients to understand their financial goals and develop strategies to help them achieve those goals.
- Financial Planning and Finance skills
- Retirement Planning and Investment knowledge
- Experience in Financial Advisory
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
- Ability to work well in a team
- Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
- Bachelor's degree in Finance, Economics, Business or related field
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Financial Advisor
2 weeks ago
Overland Park, United States Synergy Wealth Solutions Full timeCompany Description Synergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...
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Financial Advisor
3 weeks ago
Overland Park, United States Synergy Wealth Solutions Full timeCompany DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...
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Financial Advisor
13 hours ago
Overland Park, United States Synergy Wealth Solutions Full timeCompany DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...
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Financial Advisor
3 weeks ago
Overland Park, United States Synergy Wealth Solutions Full timeCompany DescriptionSynergy Wealth Solutions is a financial services firm located in Overland Park, KS. We believe in the power of teamwork and provide holistic and comprehensive solutions to help our clients leave a lasting legacy. With our collaborative culture and innovative strategies, we are committed to delivering excellence and offering premier...
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Financial Advisor
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Associate Private Wealth Advisor
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Associate Private Wealth Advisor
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Financial Planner
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Overland Park, United States Keen Wealth Advisors Full timeKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization! The Financial Planner is an integral part of the organization. They will provide financial...
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Financial Planner
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Overland Park, United States Keen Wealth Advisors Full timeKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization! The Financial Planner is an integral part of the organization. They will provide financial...
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Financial Planner
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Overland Park, United States Keen Wealth Advisors Full timeKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization! The Financial Planner is an integral part of the organization. They will provide financial...
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Financial Planner
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Overland Park, United States Keen Wealth Advisors Full timeKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization! The Financial Planner is an integral part of the organization. They will provide financial...
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Financial Aid Advisor
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Block Advisors Tax Advisor
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Financial Aid Document Advisor
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Client Accounting Advisor
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Overland Park, United States PYA, P.C. Full timeJob DescriptionJob DescriptionPYA is seeking a Client Accounting Advisor to join its high-performing and privately-owned firm with a dynamic culture and a strong national reputation. This individual will be a member of the Client Accounting Advisory Services (CAAS) team, working closely with the PYA Tax Department to serve PYA clients.RESPONSIBILITIES:Work...
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New Opportunity
1 week ago
Winter Park, United States Trajan Wealth LLC Full timeJob Description Job Description Job purpose With almost $2B in AUM and AUA, Trajan Wealth is excited to announce a rare advisor opportunity. We are expanding to the Orlando area and are seeking an experienced, proven Financial Advisor. Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms with a...
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New Opportunity
3 weeks ago
Winter Park, United States Trajan Wealth LLC Full timeJob DescriptionJob DescriptionJob purposeWith almost $2B in AUM and AUA, Trajan® Wealth is excited to announce a rare advisor opportunity. We are expanding to the Orlando area and are seeking an experienced, proven Financial Advisor.Not only are we one of the fastest growing RIA firms in the country, but we are also one of the few firms with a full-service...
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Financial Representative
1 week ago
Overland Park, United States Fidelity TalentSource LLC Full timeJob Description:Financial Representative We believe that as a Financial Representative, you make a key impact on the branch atmosphere, as the official face of Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We re Looking ForCustomer...
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Investment Manager
2 weeks ago
Overland Park, United States Creative Planning Full timeJOB SUMMARY Creative Plannings Investment Manager works under the Director of Trading & Investments as well as their assigned Senior Investment Manager. The Investment Managers primary function is to supervise accounts for their wealth management team. They are responsible for management of the intended strategy, all trading, distribution requests, weekly...