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Financial Benefits, Inc
Wealth Manager
Career Insights for Personal Financial Advisor (General)
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Based on Kansas data
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What they do
A Personal Financial Advisor advises clients on financial plans and investment strategies. Discusses the client's financial objectives, researches and recommends investment options, advises on tax strategies, monitors client accounts. May be licensed to buy and sell financial products such as stocks and bonds.
$114,530 / year median in Kansas
+4% projected growth
Job Description
Wealth Manager Financial Benefits, Inc Wichita, KS Job Details Full-time $60,000 - $200,000 a year 14 hours ago Benefits Paid time off 401(k) matching Qualifications Financial sales Research Math Bachelor's degree Financial services Experience practicing in the securities industry Account management Full Job Description Overview We are seeking a dedicated and knowledgeable Wealth Manager to join our dynamic team. The ideal candidate will possess a strong background in financial services and investment management, with a passion for helping clients achieve their financial goals. As a Wealth Manager, you will be responsible for developing personalized financial strategies, providing expert advice on investments, and managing client portfolios to ensure optimal growth and security. Duties Build and maintain strong relationships with clients by understanding their financial needs and objectives. Develop comprehensive wealth management plans that include investment management, estate planning, and retirement strategies. Conduct thorough research on market trends, investment opportunities, and financial products to provide informed recommendations. Utilize financial software and customer relationship management tools to track client interactions and manage portfolios effectively. Monitor client accounts regularly to ensure alignment with their financial goals and make adjustments as necessary. Provide ongoing education to clients regarding financial concepts, investment strategies, and market conditions. Collaborate with other financial professionals, including accountants and attorneys, to deliver holistic wealth management solutions. Experience Proven experience in financial sales or a similar role within the financial services industry. Strong knowledge of investment management principles and estate planning strategies. Proficiency in using financial software and customer relationship management systems. Excellent research skills with the ability to analyze data effectively. Strong mathematical skills for accurate calculations related to investments and portfolio performance. Exceptional interpersonal skills with the ability to communicate complex financial concepts clearly to clients. A bachelor's degree in finance, economics, or a related field is preferred; relevant certifications (e.g., CFP, CFA) are a plus. Join us in making a meaningful impact on our clients' lives by helping them navigate their wealth management journey with confidence.