Financial Services Professional

2 days ago


Wichita, Kansas, United States Keating and Associates, Inc Full time
About Keating and Associates, Inc.

At Keating and Associates, we believe that our differences are what make us stronger. Our team is comprised of individuals with unique abilities, stories, and contributions that are vital to our success. We strive to create an environment where everyone feels welcome and empowered to do their best.

What We Offer
  • 401(k) with company match
  • Employer-Paid Disability, Life Insurance, and Employee Assistance Program
  • Health, Vision, and Dental Plans
  • Dependent Care and Flexible Spending Accounts
  • Fun Company Events such as Annual All Company Weekend
Job Summary

This is an exciting opportunity for a financial advisor to join The Converse Team Financial Services in the Wichita branch of our nationally networked wealth management firm. As a financial advisor, you will have the chance to grow your experience in client advising in both investment and financial planning areas alongside highly experienced financial advisors.

Responsibilities
  • Provide excellent service to clients by preparing for meetings, providing thorough investment research and solutions, and making financial planning recommendations.
  • Develop collaborative relationships with internal team members and external professionals to provide comprehensive and seamless service for clients.
  • Conduct meetings and document all communication with clients and prospects.
  • Organize, analyze, and present financial planning information for clients, keeping it up to date with any changes.
  • Engage in client and team meetings, complete assigned tasks, and execute follow-up.
  • Manage or participate in research projects as needed.
  • Contribute to the growth of the branch's prospective and new client relationships.
  • Other duties as assigned.
Desired Skills
  • Series 7 and 65 or 63 and 66
  • Life Insurance license
  • 3+ years of industry-related experience
  • Strong interpersonal and professional communication skills to build trusting relationships with clients and the team.
  • Solid understanding of industry rules and regulations.
  • Commitment to providing an excellent level of client care and communication with accurate follow-through on commitments and deadlines.
  • Employs solid analytical skills in researching and resolving problems.
  • Detail-oriented ability to document all client communication.
  • Operates with high integrity for our office and clients, never taking shortcuts and following compliance rules.
  • Experience with financial planning software such as eMoney or MoneyGuide Pro and CRM systems.
  • Exposure to portfolio management and providing investment recommendations.
  • Continuous learner committed to adapting to client and business needs and opportunities.


  • Wichita, Kansas, United States Prime Capital Financial Full time

    Unlock 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 experienced financial advisors who share our passion for building lasting...


  • Wichita, Kansas, United States Prime Capital Financial Full time

    Prime Capital Financial: A Leader in Financial ServicesAt Prime Capital Financial, we are dedicated to providing exceptional financial services to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals.Our MissionOur mission is to deliver personalized financial solutions that meet...


  • Wichita, Kansas, United States Prime Capital Financial Full time

    Unlock 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,...


  • Wichita, Kansas, United States Prudential Financial Full time

    Unlock 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...


  • Wichita, Kansas, United States Keating and Associates, Inc Full time

    {"Job Title": "Financial Advisor", "Company": "Keating and Associates, Inc.", "Job Summary": "We are seeking a skilled Financial Advisor to join our team in the Wichita branch of our nationally networked wealth management firm. As a Financial Advisor, you will have the opportunity to grow your experience in client advising in both investment and financial...


  • Wichita, Kansas, United States INTRUST Bank Full time

    Job SummaryAs a Client Advisor at INTRUST Bank, you will be responsible for developing and maintaining relationships with our top clients, providing comprehensive financial planning, and ensuring compliance with industry regulations. This role requires excellent communication and problem-solving skills, as well as the ability to work effectively with...


  • Wichita, Kansas, United States MCI Careers Full time

    Job Title: Entry-Level Financial Services AgentJob Summary:We are seeking a highly motivated and customer-focused Entry-Level Financial Services Agent to join our team. As a Financial Services Agent, you will be responsible for providing exceptional customer service, resolving customer issues, and selling financial products and services to our clients.Key...


  • Wichita, Kansas, United States ValorVIP Full time

    Job Title: Financial Services AgentJob Summary:We are seeking a highly motivated and customer-focused Financial Services Agent to join our team. As a Financial Services Agent, you will be responsible for providing exceptional customer service, resolving customer issues, and promoting financial products and services to our clients.Key Responsibilities:Provide...


  • Wichita, Kansas, United States ValorVIP Full time

    Job Title: Financial Services RepresentativeAt ValorVIP, we are seeking a highly motivated and customer-focused Financial Services Representative to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our clients, resolving customer issues, and promoting our financial services products.Key...

  • Sales Professional

    4 weeks ago


    Wichita, Kansas, United States Spieldenner Financial Group Full time

    About Spieldenner Financial GroupWe are a dynamic and growing insurance organization dedicated to providing top-notch services to our clients. Our mission is to empower individuals and families to achieve financial security and peace of mind.Job SummaryWe are seeking a highly motivated and results-driven Sales Representative to join our team. As a Sales...


  • Wichita, Kansas, United States Wells Fargo Full time

    Deliver Exceptional Customer ExperienceWe are seeking a skilled Personal Banker to join our team at Wells Fargo. As a key member of our banking team, you will be responsible for building strong relationships with customers through proactive outreach and proposing tailored financial solutions to help them achieve their goals.Key Responsibilities:Develop and...


  • Wichita, Kansas, United States Forvis Mazars Full time

    Join Forvis Mazars as a Financial Services InternWe are seeking highly motivated and detail-oriented individuals to join our team as Financial Services Interns. As an intern at Forvis Mazars, you will gain valuable experience in audit and tax, working on client engagements and developing your technical skills.Key Responsibilities:Conduct audit testing on...


  • Wichita, Kansas, United States Forvis Mazars Full time

    Join Our Team as a Financial Services InternWe are seeking highly motivated and detail-oriented individuals to join our team as Financial Services Interns. As an intern at Forvis Mazars, you will gain valuable experience in audit and tax, working on client engagements and developing your technical skills.Key Responsibilities:Conduct audit testing on...


  • Wichita, Kansas, United States INTRUST Bank Full time

    About the RoleAt INTRUST Bank, we're seeking a highly skilled and motivated Financial Representative to join our team. As a key member of our financial services team, you will be responsible for providing exceptional customer service and sales support to our clients.Key ResponsibilitiesProvide account servicing to existing clients with brokerage or...


  • Wichita, Kansas, United States INTRUST Bank Full time

    About the RoleAt INTRUST Bank, we're seeking a highly skilled and motivated Financial Representative to join our team. As a key member of our financial services team, you will be responsible for providing exceptional service to our clients, building and managing their investments, and promoting a culture of teamwork and excellence within our department.Key...


  • Wichita, Kansas, United States Intrust Financial Corporation Full time

    Job Summary:The Digital Customer Service Representative is a key member of our team, responsible for providing exceptional customer service to our clients through various digital channels. This role requires a strong ability to communicate effectively, both verbally and in writing, and to resolve customer inquiries in a timely and professional manner.Key...


  • Wichita, Kansas, United States A-Ok Enterprises LLC Full time

    Job SummaryAt A-Ok Enterprises LLC, we are seeking a highly skilled Financial Services Representative to join our team. The ideal candidate will have previous experience in financial services and possess strong customer service skills. Key responsibilities include greeting customers, approving loans, and communicating terms and conditions. Additionally, the...


  • Wichita, Kansas, United States Commerce Bank Full time

    About Commerce BankWe're a bank that's committed to helping people and businesses thrive. Our culture is built on a foundation of trust, integrity, and a passion for delivering exceptional customer experiences.Job SummaryWe're seeking a Personal Banker to join our team at our Wichita East location. As a Personal Banker, you'll play a key role in helping our...


  • Wichita, Kansas, United States A-OK Enterprises LLC Full time

    Job Title: Financial Services AssociateWe are seeking a highly skilled and customer-focused Financial Services Associate to join our team at A-OK Enterprises LLC.Key Responsibilities:Greet customers and provide exceptional serviceApprove loans and ensure timely processingCommunicate loan terms and conditions clearlyPerform check cashing transactions and...


  • Wichita, Kansas, United States MCI Careers Full time

    Job Title: Entry-Level Financial Services AgentJob Summary:We are seeking a highly motivated and customer-focused Entry-Level Financial Services Agent to join our team. As a Financial Services Agent, you will be responsible for providing exceptional customer service to our clients, handling customer inquiries, and resolving issues in a timely and...