Current jobs related to Financial Advisor - Wichita - Wisepath Group
-
Financial Advisor
3 months ago
Wichita, United States Prime Capital Financial Full timeOur firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial, LLC is different because we believe greatness starts and ends with our people. We are proud to have created an environment where drive, enthusiasm, candor, and...
-
Financial Advisor
4 days ago
wichita, United States Prime Capital Financial Full timeOur firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial, LLC is different because we believe greatness starts and ends with our people. We are proud to have created an environment where drive, enthusiasm, candor, and...
-
Financial Advisor
3 months ago
Wichita, United States Prime Capital Financial Full timeOur firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial, LLC is different because we believe greatness starts and ends with our people. We are proud to have created an environment where drive, enthusiasm, candor, and...
-
Financial Advisor
4 months ago
Wichita Falls, United States First Command Financial Services, Inc Full timeFinancial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...
-
Financial Consultant
2 weeks ago
Wichita, Kansas, United States Advisor Employee Services Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Advisor Employee Services. As a Financial Advisor, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesDevelop and implement customized financial plans for clientsAssist clients with...
-
Financial Consultant
3 weeks ago
Wichita, Kansas, United States Advisor Employee Services Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Advisor Employee Services. As a Financial Advisor, you will be responsible for providing exceptional customer service and expertise to our clients, developing long-term relationships, and driving business growth.Key ResponsibilitiesMeet with clients to...
-
Financial Services Professional
2 weeks ago
Wichita, Kansas, United States Advisor Employee Services Full timeFinancial Advisor OpportunityWe are seeking a highly motivated and customer-focused Financial Advisor to join our team at Advisor Employee Services. As a Financial Advisor, you will have the opportunity to work closely with clients, develop long-term relationships, and provide superior customer service and expertise.Key Responsibilities:Prepare and present...
-
Financial Consultant
3 weeks ago
Wichita, Kansas, United States Advisor Employee Services Full timeAbout the RoleWe are seeking a highly motivated and experienced Financial Advisor to join our team at Advisor Employee Services. As a Financial Advisor, you will be responsible for providing exceptional customer service and expertise to our clients, developing long-term relationships, and driving business growth.Key ResponsibilitiesMeet with clients to...
-
Licensed Financial Associate
4 weeks ago
Wichita, Kansas, United States Advisor Employee Services Full timeLicensed Financial AssociateAre you eager to advance your career in the financial sector and contribute to a thriving organization? If you are self-driven, detail-oriented, and focused on client satisfaction, we invite you to consider this opportunity. Our reputable financial services firm is looking for a skilled Licensed Financial Associate to enhance our...
-
Financial Advisor
4 months ago
Wichita, United States KEATING Full timeJob DescriptionJob DescriptionFinancial Advisor Keating and Associates, Inc. At Keating and Associates, each individual has a unique ability, a unique story, and a unique contribution that is vital to our success. With diverse experiences, cultures, backgrounds, and beliefs we are a better company, and we better serve our valued clients. True teamwork is...
-
Financial Advisor
2 weeks ago
Wichita Falls, Texas, United States Edward Jones Full timeUnlock Your Potential as a Financial AdvisorAt Edward Jones, we're committed to helping you achieve your long-term financial goals. As a financial advisor, you'll partner with clients to understand their unique needs and develop personalized strategies to help them succeed.Key Responsibilities:Build relationships with clients to create new business...
-
Financial Advisor
5 days ago
Wichita Falls, Texas, United States Edward Jones Full timeAbout the RoleAs a Financial Advisor at Edward Jones, you will have the opportunity to build a successful career in a dynamic and supportive environment. Our team is dedicated to helping clients achieve their long-term financial goals, and we are seeking a motivated and ambitious individual to join our ranks.Key ResponsibilitiesBuild relationships with...
-
Financial Services Professional
5 days ago
Wichita, Kansas, United States Prime Capital Financial Full timeUnlock Your Potential with Prime Capital FinancialAt Prime Capital Financial, we're dedicated to empowering individuals to achieve their life's ambitions. Our mission is to provide a supportive environment where drive, enthusiasm, candor, and professionalism thrive. We're seeking motivated Financial Advisors to join our rapidly growing firm across the US,...
-
Financial Planner Professional
5 days ago
Wichita, Kansas, United States Prudential Financial Full timeUnlock Your Potential as a Financial PlannerAt Prudential Advisors, we're committed to helping individuals achieve their financial goals. As a Financial Planner, you'll play a vital role in shaping the financial futures of our clients.Key Responsibilities:Client Relationship Building: Foster strong, long-lasting relationships with clients, understanding...
-
Financial Services Professional
7 hours ago
Wichita Falls, Texas, United States Prime Capital Financial Full timeUnlock Your Potential with Prime Capital FinancialAt Prime Capital Financial, we're dedicated to empowering individuals to achieve their life's ambitions. Our mission is to provide a supportive environment where drive, enthusiasm, candor, and professionalism thrive. We're seeking motivated Financial Advisors to join our rapidly growing firm across the US,...
-
Investment Consultant
4 weeks ago
Wichita, Kansas, United States Advisor Employee Services Full timeWealth Management AdvisorAre you eager to advance your professional journey within a thriving financial organization? If you possess a strong drive, self-motivation, and a commitment to client satisfaction, we would like to discuss an exciting opportunity with you. Our reputable financial firm is currently seeking a Wealth Management Advisor to enhance our...
-
Investment Consultant
4 weeks ago
Wichita, Kansas, United States Advisor Employee Services Full timeWealth Management AdvisorAre you eager to advance your professional journey and contribute to a thriving organization? If you possess a strong drive, self-motivation, and a commitment to client satisfaction, we would like to discuss an exciting opportunity with you. Our reputable financial firm is currently seeking a Wealth Management Advisor to enhance our...
-
Marketing Coordinator
1 week ago
Wichita, Kansas, United States Advisor Employee Services Full timeMarketing Assistant RoleAdvisor Employee Services is seeking a highly motivated and detail-oriented Marketing Assistant to join our team. As a Marketing Assistant, you will play a key role in supporting our business development efforts by assisting with various marketing tasks, including print, social media, and email campaigns.Key Responsibilities:Develop...
-
Financial Services Professional
3 weeks ago
Wichita Falls, Texas, United States First Command Financial Services, Inc Full timeAbout UsFirst Command Financial Services, Inc. is a leading provider of financial services to military families. Our company is committed to helping our clients achieve their financial goals and secure their financial futures.Job SummaryWe are seeking a highly motivated and experienced Financial Services Professional to join our team as a Veteran Financial...
-
Marketing Coordinator
3 weeks ago
Wichita, Kansas, United States Advisor Employee Services Full timeMarketing Assistant Job DescriptionAdvisor Employee Services is seeking a highly motivated and detail-oriented Marketing Assistant to join our team. As a Marketing Assistant, you will play a crucial role in supporting our business development efforts by assisting with various marketing tasks, including campaign development, content creation, and event...
Financial Advisor
3 months ago
Strategic Financial Concepts is looking for an Experienced Financial Advisor to join our team. The Experienced Financial Advisor is responsible for prospecting sales and qualifying leads for new and existing accounts. This person will act as a liaison between our attorneys and business services teams. He/she will be naturally curious, results-driven, and eager to bring our product/services to new markets.
Responsibilities:
- Contact and qualify leads - Prospect new sales leads by making an initial phone or email contact. Engage the account and prepare them for the financial process. Connect with as many leads as possible to encourage the purchase of the product and services offered. Be the point person for your team's sales leads qualification process.
- Manage current accounts - Stay in close contact with existing accounts or leads and create brand awareness, educational opportunities, and request referrals. Coordinate in-person meetings and calls between the new clients and Account Executives.
- Customer support - Answer calls and emails from clients, identify the issue and make suggestions for future or new products or services.
- Analyze Financial Data - Obtain information from prospects to determine strategies, products, and services to help prospects meet their financial objectives to create a personalized financial strategy.
- BS degree in Marketing or Business Administration is referred
- Hands-on experience with multiple sales techniques (including relationship management)
- Experience with CRM software
- Familiarity with MS Excel (analyzing spreadsheets and charts)
- Understanding of financial performance metrics
- Demonstrated deep understanding of financial markets, and personalized financial solutions for both individuals and businesses.
Working with SFC means that you have someone dedicated to optimizing your financial health. Operating a business comes with multiple responsibilities; our purpose is to ease the tasks you bear on the financial side. SFC is focused on providing integrated solutions that empower and educate clients.
We are looking for success-minded individuals who want lucrative income potential and strive to make a difference in their community and those around them. Our proven systems and processes give our financial professionals the training and confidence needed to make a positive impact. SFC allows you the ability to be in business for yourself, not by yourself.
Benefits:
- Unlimited earning potential
- 401K with a 6% Match
- W2 FICA 7.5%
- Sponsorship of licensing and designations
- Group Health, Dental, Vision, Life, and Long-Term Disability
- Access to online proprietary, economic-based financial planning tool
- National recognition and rewards including business conferences and incentive trips