Wealth Strategist

4 weeks ago


Leawood, Kansas, United States Prevail Strategies Full time
Unlock Your Financial Potential

Prevail Innovative Wealth Strategies is seeking a dynamic and results-driven Wealth Advisor to join our team. As a key member of our team, you will have the opportunity to work with a diverse range of clients, helping them achieve their financial goals and objectives.

Your Role

As a Wealth Advisor, you will be responsible for conducting in-depth financial assessments, providing strategic advice on a range of financial products and services, and managing and growing a substantial client base through your exceptional sales and networking skills.

What We Offer
  • A collaborative and energetic work environment that fosters growth and development.
  • Extensive training and support for continuous professional development.
  • The opportunity to work with a team of experts in a comprehensive financial planning approach.
  • A competitive compensation package, including benefits such as 401(k), dental insurance, financial planning services, flexible schedule, health insurance, life insurance, professional development assistance, retirement plan, and vision insurance.
Requirements
  • Energetic individuals with excellent communication skills.
  • A relationship-building spirit and a background in finance and/or traditional sales.
  • Professionals with a strong understanding of financial planning, market analysis, and investment strategies are a plus.
Make Your Mark

This is a unique opportunity to make a meaningful impact on the financial futures of our clients. If you are a motivated and results-driven individual who is passionate about helping others achieve their financial goals, we encourage you to apply.


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