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CreativeOne

Wealth Advisor - Grow Client Relationships & Plans

CreativeOne, Overland Park, Kansas, United States, 66213

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A prominent financial services firm in Overland Park, Kansas, seeks a qualified Wealth Advisor. In this role, you will manage and develop client relationships, define financial goals, and implement financial plans tailored to client needs. The ideal candidate will possess a CFP designation, insurance license, and have outstanding communication and analytical skills. This full-time position offers a dynamic environment in a rapidly growing investment advisory firm committed to empowering financial advisors. #J-18808-Ljbffr