Wealth Advisor (Finance)

TL;DR

Wealth Advisor (Finance): Developing and managing relationships with high-net-worth individuals and families with an accent on long-term financial goals and bespoke investment solutions. Focus on portfolio monitoring, financial planning, and business development through networking and referrals.

Location: Topeka, KS, US

Company

A stable financial organization providing comprehensive banking, investment management, and private wealth services.

What you will do

• Build and expand strong relationships with high-net-worth individuals, families, trusts, and family companies.
• Manage ongoing financial planning, education, and coaching to achieve clients' long-term financial objectives.
• Monitor client activity and collaborate with investment analysts on portfolio and asset allocation.
• Identify and develop new business opportunities through existing clients, professional referrals, and community networking.
• Conduct detailed client analysis to recommend appropriate managed account solutions.
• Ensure full compliance with all regulatory, legal, and internal company policies.

Requirements

• Bachelor's degree with 5–7 years of experience, or an advanced degree/professional certification (JD, CPA, CFA, CFP) with 3–5 years of experience.
• Significant background in investment strategy, portfolio design, and modern portfolio theory.
• Proficiency in Microsoft Office, portfolio accounting systems, CRMs, and trade rebalancing software.
• Excellent verbal and written communication skills.
• Ability to thrive in a fast-paced, team-oriented environment.

Nice to have

• FINRA licensure.

Culture & Benefits

• Collaborative team environment focused on trust, integrity, and personalized client service.
• Strong emphasis on professional development and continuous learning.
• Stable organization offering training to support long-term career growth.
• Commitment to ethical practices and high levels of discretion and confidentiality.