Experienced Financial Advisor

Job overview

The Experienced Financial Advisor role is based in SJHL’s Topeka, KS office. Compensation is described as competitive, with no numeric amount specified. The advisor joins the firm’s growing Wealth Management division, which works alongside accounting professionals. The role builds and maintains client relationships, provides financial planning and investment guidance, and manages an existing book of business while developing new relationships. Collaboration with tax and accounting teams supports coordinated planning strategies and the continued growth of the Topeka Wealth Management team.

What you'll do

• Build and maintain long-term client relationships
• provide holistic financial planning and investment guidance
• meet and communicate regularly with clients
• collaborate with tax and accounting professionals on integrated planning strategies
• manage and grow an existing book of business while developing new relationships
• contribute to the growth of the Topeka Wealth Management team. Appropriate licenses are required
• CFP credentials are a plus.

What we're looking for

Skills & competencies

experienced financial advisor

financial planning

investment guidance

wealth management

client relationships

book of business

tax collaboration

accounting collaboration

topeka ks

sjhl

appropriate licenses required

Work arrangement

• Weekend coverage required

Benefits & perks

• 401(k), paid time off, paid holidays, insurance plans with 100% of single coverage paid by the firm, wellness program, and First 15 Reading Program.

Why this role

The posting describes built-in collaboration and referral opportunities with tax and advisory teams and a First 15 Reading Program.

About the employer

SJHL is hiring for this role. Industry: Administrative Management and General Management Consulting Services. Sector: 54.